Phase One — The Field MissionWeeks 1–6 · Establishing Relationships
Three Visits. Six Weeks. One Mission.
Personally introduce CLOSE.DIRECT to every assigned title company and qualified real estate closing law firm, establish relationships with decision-makers, demonstrate our technology, and create opportunities for long-term business.
01
Week 1 — Preparation & Training
- Attend Mission 10,000 kickoff and training.
- Review assigned territory and office locations.
- Complete Badger Maps and CRM training.
- Organize marketing materials and plan daily routes.
- Practice introductions and 10-minute software demonstrations.
- Prepare for the first office visits.
Goal: Be fully prepared to launch.
02
Week 2 — First Visit: Open the Door
- Begin visiting assigned offices, targeting up to 10 per field day.
- Introduce yourself and Mission 10,000.
- Deliver the sealed Mission Brief.
- Identify the decision-maker and collect a business card.
- Record each visit in Badger Maps, apply the appropriate check-in, and assign the next action.
- Enter contact information into the CRM.
- Send personalized follow-up emails the same day or next business day.
Goal: Make introductions and begin relationships.
03
Week 3 — Complete Visits & Begin Follow-Ups
- Complete remaining first visits.
- Continue personalized email follow-ups.
- Telephone decision-makers to introduce yourself further.
- Schedule 10-minute sit-down appointments.
- Share the introductory video and additional information.
- Begin the ongoing email drip campaign for eligible contacts.
- Update CRM records and track responses.
Goal: Turn introductions into scheduled conversations.
04
Week 4 — Second Visit: The 10-Minute Sit-Down
- Return approximately two weeks after the initial visit.
- Meet with the decision-maker.
- Introduce CLOSE.DIRECT and demonstrate the software.
- Learn how the office currently manages mobile notary assignments.
- Explain the DIY and White Glove service options.
- Discuss how each service works and the difference in pricing.
- Answer questions and identify the appropriate next steps.
- Record the meeting in Badger Maps and update the CRM.
Goal: Demonstrate value and identify qualified opportunities.
05
Week 5 — Follow-Up & Relationship Development
- Complete outstanding 10-minute appointments.
- Mail handwritten thank-you cards following meaningful meetings.
- Send personalized follow-up emails.
- Continue educational drip emails.
- Telephone interested prospects and answer questions.
- Provide additional demonstrations when requested.
- Assist offices ready to begin implementation.
- Prepare for the Mission Report visits.
Goal: Strengthen relationships and advance opportunities.
06
Week 6 — Third Visit: Mission Report Drop-In
- Return approximately two weeks after the sit-down.
- Deliver the latest Mission 10,000 Report.
- Share verified national and district progress.
- Reconnect with decision-makers.
- Answer remaining questions.
- Follow up on DIY and White Glove opportunities.
- Assist interested offices with their next steps.
- Record the Mission Report visit in Badger Maps.
- Update CRM stages and schedule future follow-ups.
Goal: Reinforce relationships and complete the first field campaign.
The Three-Visit Roadmap
Visit One
Week 2
Introduction and Mission Brief
Visit Two
Week 4
10-Minute Sit-Down and Demonstration
Visit Three
Week 6
Mission Report and Relationship Follow-Up
Personalized emails, telephone calls, thank-you cards and ongoing communication connect each visit. By the end of Week 6, each District President should have completed as much of the three-visit sequence as practical, documented every office's status, identified interested prospects and established clear next actions.