For a manager running a UK roofing, insulation or solar canvassing team, the useful question is specific: what should we check before the next coaching conversation?
Key takeaways
- A percentage alone cannot tell you what went wrong.
- Use the assignment or visit history to classify attempts.
- An empty field does not mean nobody answered.
- Keep the definitions stable so you can explain a change in the numbers.
In this article
What to check before coaching
Before coaching a rep on a low conversation rate, check which visits went into the figure. Separate first attempts from agreed callbacks, confirm the results are complete and compare similar work. Then use the records and the rep's account to choose what to investigate. A percentage alone cannot tell you what went wrong.
Start with the visits behind the rate
Use conversations divided by knock attempts, multiplied by 100. Agree what counts as a conversation and use the same rule for everyone. The door-knocking KPI guide explains the definitions and other measures if your team needs a shared starting point.
Write down the period and the counts. For example, 28 conversations from 100 attempts means more than a bare 28%. Check that the conversations belong to those attempts. If the attempt count is missing or zero, leave the rate unavailable.
This is a conversation rate. It does not say how many conversations became qualified leads, appointments or sales.
Check whether the reps did comparable work
A rep working first attempts and a rep attending agreed callbacks have different assignments. Putting both into one total can hide that difference. Before discussing skill, split the record by the type of work each rep was assigned.
Use the assignment or visit history to classify attempts. Do not decide that a successful visit must have been a callback after seeing its result. Keep unclear visits separate until you can establish what they were.
A worked example: the same rates, different totals
Imagine two reps on a fictional home-improvement campaign during the same Monday-to-Friday reporting week. Each records 100 attempts. Every attempt has a complete result, both reps use the same conversation definition and the two visit categories do not overlap. These are invented figures to explain the calculation, not targets or customer results.
Rep A records 80 first attempts and 16 conversations from them. That is 20%. Their 20 agreed callback attempts produce 12 conversations, or 60%. Across both groups, they record 28 conversations from 100 attempts: 28%.
Rep B records 20 first attempts and four conversations from them, also 20%. Their 80 agreed callback attempts produce 48 conversations, also 60%. Their combined result is 52 conversations from 100 attempts: 52%.
The overall gap is 24 percentage points. Yet the rates match within each category. In this constructed example, the different mix of assignments accounts for the overall gap. Coaching Rep A simply because 28% is lower than 52% would ignore that mix.
The example does not establish that callbacks normally produce a 60% conversation rate, or that the reps have equal skill. It shows why you should inspect the work behind a comparison. In a real campaign, check the individual records and conditions too.
Ask about the part the report cannot explain
After separating the work, check whether missing or late entries change the comparison. Ask the rep about unclear results before filling the gaps yourself. An empty field does not mean nobody answered.
Then discuss the shifts you are comparing. Were the visit windows similar? Did access problems affect part of the list? Was one rep following up an earlier conversation? Record what you can establish and leave the rest as unknown. A plausible explanation is still something to check.
If the records are incomplete, agree which entries need clarification and who will resolve them. If the assignments differ, compare the relevant groups and keep their counts visible. If you still have a concern about conversations at the door, agree a focused coaching observation with the rep, such as reviewing how they explain the purpose of the visit. The rate itself does not identify a pitch problem.
Leave with one question to review
A useful review note states the comparison, what you checked and what happens next. For the fictional example, the manager could write:
"Rep A recorded 28 conversations from 100 attempts; Rep B recorded 52 from 100. Their rates match within first attempts and callbacks. We will keep those categories separate in next week's review and check any unclear visit classifications with the reps. These totals do not establish a coaching issue."
Set a review point for the question you have chosen. Keep the definitions stable so you can explain a change in the numbers. A later increase may be worth investigating, but it does not by itself prove that your coaching caused it.
Keep reading
- Door knocking KPIs: formulas and examples for canvassing managersCount the activity, define the result and check what each percentage divides by.
- Why field sales reps leave so quickly, and how to retain themRecruiting harder doesn't fix a leaking bucket. Retention starts with what happens after someone joins.
- Does door-to-door sales work? Review the outcomesReview home-improvement canvassing results beyond survey bookings. Follow one group through quotes and jobs, keeping open work and missing updates visible.
