Beacon's canvassing onboarding service is a hands-on white-glove setup for door-to-door programs. Our team imports your list, including a voter file (the list of registered voters) from any source, draws the territories, builds the first campaign, sets up the team accounts, and walks your team through it on a live call. Most programs are knocking on doors on day one.
What's included
Our team handles the entire setup, so your field program can start without technical problems.
/01, IMPORT
We import the voter file, donor list, or prospect database, remove duplicate records, place each address on the map (geocoding), and add phone and email where available (enrichment).
/02, TURF
We draw the canvassing territories, also called turf, on the map by precinct, ZIP code, neighborhood, or a custom shape, and assign them to the right team members from day one.
/03, CAMPAIGN
The first campaign is built and ready, with scripts written, surveys built, walk lists (the addresses each canvasser will visit) created, and canvassing-hour rules set for your jurisdiction.
/04, TEAM
Every team member has an account with the right role and permissions. Managers see the dashboard and canvassers get the mobile app installed on their phones.
/05, COMPLIANCE
Do Not Call (DNC) rules, canvassing-hour restrictions, and data privacy settings are configured for your jurisdiction, so the program is TCPA-compliant (following the federal Telephone Consumer Protection Act) from the first knock.
/06, ONBOARDING
We lead a live walkthrough with your team. Managers learn the dashboard, canvassers learn the door screen, and we answer questions in the same session.
How it works
For most clients, the time from sign-up to the first door knock is under 48 hours.
/01
Create a Beacon account and tell us about your program, including organization type, team size, goal, and timeline. Upload your contact file if you have one.
/02
Our team imports the contacts, draws the territories, sets up the first campaign with scripts and surveys, and creates each team member's account.
/03
We lead a live walkthrough with your team. Managers see the dashboard, canvassers install the app, and the team is knocking on doors that same day.
Pricing
Choose the tier that matches your Beacon plan and team size. Each one is a one-time fee, with no recurring charges added to your platform subscription.
/01, Essentials
For Starter & Growth plans
/02, Professional
For Pro & Business plans
/03, Enterprise
For Scale & Enterprise plans
Why white-glove?
Every hour spent setting up software is an hour your team is not knocking on doors. When we handle the setup, your team can focus on the work that makes a program succeed.
White-glove clients are typically knocking on doors on day one. Teams that set up Beacon on their own take about a week on average.
Our team has set up hundreds of field operations, so the territories, scripts, and walk lists are built by someone who already knows what works.
DNC rules, canvassing hours, and privacy settings are configured correctly the first time, so you avoid unexpected regulatory problems partway through a program.
Teams that go through guided onboarding tend to keep using the platform more than teams that set it up on their own.
FAQ
Yes. White-glove is a one-time setup service ($249 / $499 / $999). Your monthly Beacon subscription is separate and starts when your team goes live.
We need your contact file (CSV or Excel), a rough description of the territories you want to canvass, and the names and phone numbers of the team members who need accounts. We fill in the rest on the kickoff call.
Essentials takes two business days from the kickoff call to a working platform. Professional takes 24 hours, and Enterprise is finished the same day. If anything will take longer, we will tell you at the start.
That is normal, and cleaning it is part of the work. We fix duplicates, badly formatted addresses, missing fields, and unusual columns as part of the setup, with no extra fee.
Yes. This is included on Professional and Enterprise. We meet with you on a call, learn about the program, and draft the door scripts and surveys for your team to review and approve before launch.
Essentials includes one 30-min call, Professional includes one 60-min recorded call, and Enterprise includes two 60-min recorded calls. After that, ongoing support is provided through your Beacon subscription.
Yes. Some teams start on their own, run into a problem, and then ask us to correct and finish the setup. The same setup options are available whenever you decide.
Skip the setup
Sign up today and send us your contact file. We will have the platform ready in 48 hours, so your team's first walk list goes out before the end of the week.