SALES TRAINING SYSTEM

Door Knocking
Masterclass

The complete, organized sales process — from first knock to closed deal.

30Houses / Week
15Approaches / Day
6Core Metrics
13Steps to Mastery
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01

Lead Strategy & Non-Negotiables

These are the absolute rules. No exceptions. No workarounds.

RULE #1 — NEVER

No Phone Appointments

We are not calling to set appointments. Door knocking is the only path forward.

RULE #2 — LEADS ONLY

Address-Only Leads

We strictly door knock leads that have a confirmed physical address. No address = no visit.

RULE #3 — NEVER

No One-Leggers

Do not run one-leggers. The sale requires a full decision-making unit present.

RULE #4 — REQUIRED

Spouse Must Be Present

Both decision-makers must be present before you begin the presentation.

02

Weekly Schedule & Targets

Consistency beats intensity. Here's how the week is structured.

Week at a Glance
MON Door Knock
TUE Door Knock
WED Door Knock
THU Running Appts & Dialing Follow-Up
FRI Running Appts & Dialing Follow-Up
SAT Track
SUN Rest
30 Houses/Week

Minimum target route volume per week

15 Approaches/Day

Daily goal — Mon through Wed strictly

03

Definitions & Core Metrics

Know exactly what counts and what doesn't. Track the right numbers.

An Approach IS:

Talking to someone in an attempt to get them a presentation.

An Approach IS NOT:

  • No answer at the door
  • Speaking to someone not qualified (e.g., a 15-year-old)

The 6 Core Metrics — Tracked Mon–Sat

Door Knock
Arrived at the door
Approach
Qualified conversation
Presentation
Full pitch delivered
Application
Submitted paperwork
Approved App
Underwriting approved
Annual Premium
Revenue generated
⚠️ MANDATORY ACTIVITY TRACKING ⚠️
👆 Every agent MUST complete this — click below to open your tracker
REQUIRED
📋 Weekly Tracking System — OPEN NOW Every agent tracks all 6 metrics Monday through Saturday. No exceptions. Non-negotiable.
OPEN TRACKER
04

Dress Code

First impressions happen before you speak. Dress the part.

Approved Attire
  • Golf shirt or collared shirt
  • Khakis or slacks
  • Dress shorts (if wearing shorts)
Collared Shirt
Khakis / Slacks
✓ Professional
Not Allowed
  • Gym shorts
  • Athletic wear
  • Casual / sloppy attire
05

Door Approach Strategy

Everything before you say a word matters. Master the pre-door behavior.

Pre-Door Behavior

A
Leave all materials in the car

Creates an assumptive walk-away — returning to the car signals confidence and gives you a reason to come back inside.

B
Knock before ringing the doorbell

Knock first. This disrupts patterns and signals you're different from typical visitors.

Body Language at Door

1
Step down, then back up

Step down one step then back up when approaching — helps encourage both doors to open.

2
Men: Angle body sideways

Appear smaller, less threatening. Reduces defensive reactions from homeowners.

3
Women: Face forward, stand straight

Project presence and authority. Confidence builds instant trust.

Territory Expansion Rule

At every lead address — 5 doors to each side:

−5
−4
−3
−2
−1
LEAD
+1
+2
+3
+4
+5
Drop door hangers Attempt door knocks
06

The First Door Script

Memorize this. Internalize it. Deliver it naturally.

You say at the door:
"Luke? Hey Luke, it's (your name). I'm the local benefits coordinator for this part of X county. I handle the state-regulated benefits in the area. It looks like you may have been online with companies like Gerber, Mutual of Omaha, Ethos, or SelectQuote and didn't quite get all the information you needed. You might not remember, but it's my job to make sure you get everything clearly explained. I'll just run out to my car real quick, grab a couple things, and I'll be right back in just a moment."

Why This Script Works:

1
Use their name immediately — creates instant familiarity and catches them off guard (positively).
2
"Local benefits coordinator" — professional, non-threatening title that establishes authority.
3
Name-drop familiar companies — reminds them of prior intent and validates your purpose.
4
Assumptive exit — "I'll grab a few things from my car" assumes entry without asking for permission.

Re-Entry Process

Return from the car and ask to:

  • Come inside
  • Sit at a table

Inside — Rapport Building

Light humor, casual conversation:

  • Engage with pets
  • Comment on photos
  • Notice antiques / home details

Inside — Sales Flow

While building rapport:

  • Set up laptop / materials
  • Personal introduction
  • Move into Individually Customed Flip Chart
07

Appointment Handling

When you can't present now — here's the protocol.

Step 1: Ask Health Questions

During the booking process, ask health qualification questions. Gather the information you need before you leave.

Step 2: Do Your Homework

Tell them: "I'll do homework on your situation and return prepared with the right solutions."

Step 3: Work with Upline

Share health info with your upline. Determine the correct carrier before returning to the home.

08

Objection Handling & Exit Rule

Persistence with grace. Know when to push and when to plant a seed.

The 3-Attempt Rule

1st
Request entry — attempt to get inside.
2nd
Handle objection — try again with a different angle.
3rd
Final push — last chance before the exit script.
Deploy Exit Script
Exit Script (After 3rd Rejection)
"Hey listen I can tell I caught you at a bad time so how about I just put this on the backburner for now — and then if I'm ever in the area again, maybe I can stop by again and help you out then."

Why This Works:

  • No pressure — removes resistance entirely
  • Plants a seed — leaves the door open for future contact
  • Preserves rapport — ends on a friendly, memorable note
  • Protects your brand — you're always professional, never pushy