Engage+
Drop-in visits beat phone outreach for one specific reason: you're standing in front of the decision-maker. The challenge is making each trip worth the windshield time. Map View turns that planning problem into a quick visual exercise — pick a cluster, sequence the stops, hit 5-10 carriers in a single trip.
Why Drop-In Visits Work
- You skip the gatekeeper. Phone receptionists filter out cold callers. In-person you're harder to deflect.
- You leave a physical artifact. Hand off your rate sheet, business card, or a small branded item — carriers remember the visit weeks later.
- You see the operation. Trucks in the lot, drivers in the office — you can size the carrier in 30 seconds.
- Conversion rates are higher. Carriers who meet you in person are 3-4x more likely to send their next driver to your clinic vs. cold-call leads.
Pre-Trip Planning Workflow
Open Map View
Start with All carriers visible and your 5-mile and 15-mile rings turned on.
Find a cluster
Look for a cluster bubble of 5+ carriers in a single neighborhood. That's your trip target.
Click into the cluster
Cluster sidebar opens with every carrier in that area, sorted by quality score.
Pick your top 5-10
Highest quality scores at the top. Note their addresses for routing.
Map your sequence
Open Google Maps in another tab and add each carrier's address. Use the "Optimize Route" option.
Set drop-in reminders
Set a Drop In reminder on each lead for the day of your trip — they'll appear in your reminders widget.
The Drop-In Visit Itself
What to bring
- Rate sheet PDFs — printed, one per carrier (build yours via 5.4 Creating a Rate Sheet)
- Business cards
- A short pitch — 30 seconds about who you are and what you do
- Your phone — to log notes immediately after each visit
What to ask
- "Who handles your driver physicals?"
- "How many drivers do you have on the road?"
- "When's your next driver due for a physical?"
- "Would it help to have a backup clinic option?"
What NOT to do
- Don't pitch to the receptionist. Ask for the safety manager, owner, or whoever handles compliance.
- Don't overstay. 5 minutes max if they're busy. Leave the rate sheet and your card.
- Don't skip the note. Log every visit in the portal — even "left rate sheet with receptionist" counts.
Post-Trip Follow-Up
Log every visit
Add a note to each lead with what you saw and what they said. "Met John, owner. 12 drivers. Uses Smith Clinic now but interested in a backup."
Update pipeline stages
Move leads to Connected if you talked to a decision-maker, Attempted if you only left materials.
Set follow-up reminders
For interested leads, schedule a follow-up email or call for 3-5 days out — while you're still fresh in their memory.
Send a thank-you email
For each carrier where you met someone, fire off a "great meeting you" email with the rate sheet attached. The Email Composer has a template.
Tips From the Field
Visit clusters of 5-10, not solo carriers
Driving 30 minutes for a single carrier almost never pencils out. The cluster sidebar exists to help you batch — if you can't find 5 carriers in one neighborhood, schedule phone outreach instead.
Tuesday/Wednesday/Thursday work best
Dispatchers and safety managers are catching up Mondays and wrapping up Fridays. Mid-week is when they have time to actually have a conversation.
Combine the map with change signals
Filter to your Adding Drivers change-signal leads in the pipeline view, note their addresses, then come back to the map to plan a route — carriers who just added drivers are at their hottest right now.
Don't skip the small carriers
A 3-driver carrier is worth a 5-minute drop-in if it's right next to a 25-driver carrier. The marginal cost of one extra stop is tiny. Be greedy with route density.
