Self-regulating Face to Face location management for a sustainable future

Where we are, where we need to be, and how we get there.

Face to Face is one of the strongest performing sales channels available. Yet location issues are a constant setback in our practice, endangering our status with the government and the public. With rapid and continuous changes now affecting global markets, F2F stakeholders and the industry at large are facing a critical moment – to level up and address our challenges before they become our downfall.

At Briggs + Walker, we believe in F2F too much to take this fate lying down. Because here’s the good news: the solution lies in our own hands. Self-regulation lets F2F agencies collectively establish and coordinate their own rules, boosting professionalism and conversion for participating agencies while creating greater stability for the market.

In this white paper, we look at how F2F agencies, regardless of size or market share, can apply self-regulation to survive and thrive amidst uncertainty.

Read our whitepaper to:

• Learn how established markets can course-correct their location issues, and how emerging markets can avoid mistakes
• Understand what self-regulation is, and how it benefits individual stakeholders and safeguards the industry
• Discover how a data-driven platform can eliminate location conflicts, automate hours of administrative labour, and grow conversion for agencies, regardless of their size or market saturation

Social distancing presents significant challenges to the dynamic between your field reps and the people they engage with. As a result technology can no longer rely on the close proximity of people and has to take into account appropriate social distance while completing new signups.

With the B+W 100% contactless signup procedure your reps keep an appropriate distance while still maintaining an optimum experience. Instead of a signature to complete the agreement a unique verification code is sent via SMS for completion.

Step 1. Filling out the form
Every field rep goes through the signup form as they are used to. At the last step they will be asked for the verification method (signature or SMS).

Step 2. Choose SMS for contactless signup
When they choose for SMS verification, an SMS will be sent with a unique 6 digit code: ‘Hi Susan, your our one-time verification code is: 123456’.

Step 3. Submit unique SMS code
When the recipient accepts the agreement and provides the code to the field rep, the rep enters it and the form can be confirmed.

Step 4. Processing the signup as usual
Once submitted the unique verification code is send as part of the welcome confirmation email. All other processes that would normally run will still run exactly the same.

These simple steps remain closest to the traditional signup procedure and ensure that your field reps will understand everything without elaborate training. The steps also make sure that all the data is still submitted by your field reps which minimizes dependency on the device- and correct data entry of the people that are signed up.

Please do reach out in case you would like additional information on alternative solutions and/or have a specific use case that requires custom development.

Face to face sales have always been at the frontlines of conversion. Armed with little more than courage, conviction, and an ID badge, canvassers take on a daunting task – to spark conversations and raise support for an important cause or a worthwhile product or service, one person at a time.

Their fearlessness and resilience is the stuff of legend. But canvassers are human after all. It’s tough to stay motivated amidst closing doors and indifferent glances, in rain or shine, all to engage in direct dialogue with perfect strangers. And with limited tools and guidance in the field, even the most enthusiastic canvassers can feel held back from achieving their best.

But for all its challenges, face to face marketing (AKA field marketing) produces results. Charities, utility providers, and subscription-based businesses know this. Very few channels can boast the kind of ROI that a good face to face marketing campaign can deliver. Its conversion superpower lies in building trust through real, direct human connection. If only this could be done better, smarter.

Well it already can. As it turns out, the data-driven capabilities of face to face sales management solutions have the potential to transform your entire practice. Face to face sales management and fundraising can be made far more efficient – and effective. The online marketing world has been utilising data for years, resulting in the personalized ad experiences that are common to us now. It’s about time face to face marketing did too.

Briggs + Walker was born out of a need for better face to face sales experiences through technology, for the industry as well as the public. Our tools are designed to take the guesswork (and paperwork) out of face to face sales management, and let the fundraiser, canvasser, promoter, or facer do what they do best – connect.

We’ve created solutions like Location Manager, a dynamic app based on a simple desire to overcome the challenge of visibility in the field. If you could see where your canvassers are in real time, show them which neighbourhoods and doors are most open to your cause or products, and even coordinate campaigns, locations, and shifts fairly between field marketing agencies, all from one login… then, why wouldn’t you?

Or imagine empowering a team with Field App, a nimble canvassing app that supports storytelling and e-learning, lets you coach canvassers remotely, boosts motivation with live sales battles, and eliminates all paperwork with secure, real time customer data verification. Never again would an opportunity needlessly slip away.

The days of campaigning in the blind are over. It’s time for face to face sales management to embrace its full potential as the unique and effective channel it is. Your canvassing heroes are capable of so much more! With Briggs + Walker, you can give them, and your campaigns, the power to soar.