Built for the walk-in economy

Find the right local businesses, then walk in with a pitch that fits.

Canvass Planner turns a territory into a ranked visit plan. Start a scan in minutes, review the strongest local businesses first, give reps a better opener, and keep real opportunities moving after the stop.

Start Free Scan See Example Report
First scan free · No credit card required
Ranked local businesses Know who deserves the stop first.
Suggested opener Give reps context before they walk in.
Follow-through workflow Pipeline, tasks, outcomes, and smarter rankings.
Canvass Planner dashboard showing pipeline, tasks, and recent workspace activity
What reps see after a scan Ranked businesses, fit score, suggested angle, and direct path into pipeline.
Open sample report
Built for field sales Not generic outbound prospecting or CRM busywork.
Useful on day one You get ranked results before any learning history exists.
Gets sharper over time Wins, losses, and not-a-fit outcomes improve future ranking.
Shows why a business is ranked Reps keep context, not black-box output.
Field notes from the product

What a rep can get done in one working session.

Use the scan to build the day, use the report to choose stops, then move the right businesses into pipeline and follow-up without losing context.

1. Territory to ranked list

Start with a market, not a blank spreadsheet.

Pick the area you want to work, set business types, and get a ranked list of nearby businesses with fit context instead of raw search results.

  • Fit score and ranking summary
  • Evidence-backed reasons
  • Suggested opener before the stop
Canvass Planner scan runs view showing the territory scan output and report panel
Canvass Planner local business rankings and review workflow
2. Decide who is worth the stop

Review stronger-fit businesses first.

Use review and report output to choose what deserves real attention before reps hit the road.

Canvass Planner pipeline board for working active businesses
3. Keep momentum after the first visit

Pipeline, tasks, and outcome logging stay in one workspace.

Move the right businesses forward, add follow-ups, and log what happened so the next visit list improves.

The workflow, in five moves

From territory to next step, without a blank spreadsheet.

01

Scan the territory

Set the area, choose business types, and run a territory scan with clear defaults.

02

Review ranked businesses

See who looks strongest, why they surfaced, and what angle to open with.

03

Add the right ones to pipeline

Turn strong prospects into active work without losing the evidence behind the score.

04

Create the follow-up

Keep the next action visible with tasks, reminders, and in-context notes.

05

Log the outcome

Mark wins, losses, and not-a-fit so future rankings get sharper in that market.

Why teams trust the ranking

Useful on day one. Sharper after real outcomes.

The product does not ask reps to wait for some future AI benefit. It starts with evidence-backed business signals, then uses team outcomes as a second layer to improve what rises and what gets deprioritized.

Before your team has history

  • Business signals drive the first ranking
  • Suggested opener is visible immediately
  • Reps can act without waiting on learning

After outcomes start stacking up

  • Winning patterns get boosted
  • Weak-fit patterns get pushed down
  • Explanations stay plain-language and visible

Why that matters

Reps waste fewer stops. Managers get a more repeatable field process. The workspace becomes more useful as the team keeps using it.

Who it fits

Made for the teams actually walking the route.

Print / pack / ship / office supply reps Use ranked local targets and walk in with a clearer conversation starter.
Signage and local marketing sellers Prioritize businesses where the visit has stronger odds of becoming a real follow-up.
District teams covering multiple territories Keep route planning, pipeline movement, and outcome feedback in the same place.
Pricing — transparent, per team size

Start with one rep. Expand when the workflow sticks.

Choose the level that matches how many reps are working territories today.

Solo rep
$49/month

Best for one rep who needs ranked local businesses, suggested angles, and a cleaner follow-up workflow.

  • Territory scans
  • Ranked local businesses
  • Pipeline and follow-up tasks
  • Outcome-based ranking improvement
Start Free Scan
Best for teams
District teams
$149/month

For teams that want shared workflow, stronger ranking improvement from team outcomes, and a cleaner district-level operating rhythm.

  • Shared pipeline workspace
  • Team learning from outcomes
  • Weekly brief setup
  • Printable route sheets and reports
Start Free Scan
Multi-market orgs
Custom

For larger rollouts that need multi-market visibility, admin oversight, and a broader operating model.

  • Admin visibility
  • Multi-market support
  • Custom rollout planning
  • Sales-assisted setup
Talk to Sales
Common questions

What buyers usually ask before starting.

Do I need past outcomes before the product is useful?
No. The first scan already uses business-fit signals and ranking context. Outcomes sharpen the ranking later, but they are not a prerequisite for day-one value.
What does a rep actually get after a scan?
A ranked list of local businesses with fit context, a suggested opener, and a direct path into pipeline and follow-up.
Is this replacing rep judgment?
No. It prioritizes who deserves the stop first and gives reps context before the visit. The rep still decides the next move.
Can I use it in the field on mobile?
Yes. Scans, pipeline, and follow-ups are built to stay legible on the smaller screens reps actually carry.
How does ranking get better over time?
Logged wins, losses, and not-a-fit outcomes teach the workspace which kinds of businesses perform in your market — and future rankings adjust to match.
Can I see the output before I commit?
Yes. Open the sample report to see the ranked output, context, and route-ready detail the product generates.
Ready to stop guessing?

Scan your territory. See who deserves the stop first.

Ranked local businesses, a pitch angle, and a cleaner follow-up workflow — without waiting for a full rollout.

Start Free Scan See Example Report