Strategic Outreach: Reworked.ai × Knockbase User Guide

Shyam Prabhakar

• 3 min read
Strategic Outreach: Reworked.ai × Knockbase User Guide

Unite Knockbase's field capabilities with Reworked's property intelligence. Transform your approach from traditional canvassing to AI-driven engagement.

In the rapidly evolving landscape of field sales, the difference between success and stagnation lies in your ability to make informed decisions. The integration of Knockbase's robust field tools with Reworked's AI-powered property intelligence creates a system that elevates every aspect of your door-to-door strategy.

Intelligence-Driven Success

When you combine Knockbase's platform with Reworked's AI Lead Scoring, you unlock a new dimension of field sales efficiency:

Intelligent Prospect Targeting

  • Identify high-probability conversions
  • Focus on properties most likely to need your services
  • Understand property characteristics before knocking
  • Reduce time spent on unqualified leads

Route Optimization

  • Create paths based on property scores
  • Cluster high-potential properties
  • Minimize travel between qualified leads
  • Maximize productive door time

Enhanced Conversion Rates

  • Approach each door with confidence
  • Tailor pitches to property insights
  • Time visits for optimal engagement
  • Build trust with AI-backed conversations

Time Efficiency

  • Prioritize highest-value opportunities
  • Reduce wasted steps
  • Make informed territory decisions
  • Scale your success systematically

Integration Process

Scenario 1: For Current Territories

  1. Export Territory Data
    • Access your Knockbase dashboard
    • Export current territory list to CSV
    • Include all available property data
      • Property Address
      • ZIP
      • Owner Name
    • Verify field completeness and accuracy
  2. Enhance with Intelligence
    • Login to Reworked.ai
    • Select Lead Scoring option
    • Upload your territory file
    • Let Betty AI analyze your data
    • Download AI-scored data via email
  3. Update Knockbase
    • Import enhanced data
    • Map intelligence fields
    • Set up score-based filters
    • Configure priority settings
    • Begin targeted outreach

Scenario 2: For Territory Expansion

  1. Discover Opportunities
    • Access Reworked's territory finder
    • Set your ideal parameters:
      • Demographics
      • Property types
      • Market conditions
      • Growth potential
    • Generate scored prospects
    • Review territory insights
  2. Deploy in Knockbase
    • Import new dataset
    • Create territory boundaries
    • Configure optimal routes
    • Set up tracking metrics
    • Launch focused outreach

Scenario 3: Scoring Active Leads

  1. Prepare Your Data
    • Export current leads from Knockbase
    • Ensure data includes:
      • Complete addresses
      • Contact information
        1. Property Address
        2. ZIP
        3. Owner Name
    • Save as CSV/Excel format
  2. Score with Reworked
    • Sign in and Upload to Reworked.ai
    • Map essential fields:
      • Address → property_address
      • ZIP → property_zip
      • Name → owner_name
    • Process through AI analysis
    • Review scoring insights
    • Download enhanced list
  3. Strategic Implementation
    • Import scored leads to Knockbase
    • Update existing records
    • Create score-based segments
    • Set up priority routing
    • Implement follow-up protocols

Advanced Field Strategies

AI-Driven Targeting

  • Segment properties by score ranges
  • Create custom approaches per segment
  • Set visit frequency based on potential
  • Track conversion rates by score

Territory Management

  • Balance team assignments using scores
  • Identify high-potential pockets
  • Monitor territory performance
  • Adjust boundaries based on data

Performance Optimization

  • Set KPIs around score categories
  • Track success rates by property type
  • Monitor team performance metrics
  • Refine strategies using insights

Best Practices for Success

Morning Preparation

  • Review highest-scored properties
  • Plan efficient route sequences
  • Brief team on property insights
  • Set daily conversion goals

Field Execution

  • Use property data in conversations
  • Document visit outcomes
  • Update lead status promptly
  • Adjust approach based on patterns

Evening Analysis

  • Review day's performance
  • Update territory insights
  • Plan next day's priorities
  • Share team learnings

Getting Started

Your path to increased conversion rates begins with intelligent targeting. Start by scoring your current territories and experience the power of AI-driven field sales.

Need support? Our team is ready to help optimize your integration for maximum impact.

Remember: Every door is an opportunity, but with Reworked's intelligence, you'll know which doors matter most.

Book a call and well get you all set up with marketing efficiency