Brief it. Staff it.
Run it. Report it.
Roll Call Field is the operating system for brand activations, sampling campaigns, retail programs, ambassador teams, and experiential operations. From the Activation Brief to the client results view — one workspace, no stitched-together tools.
Six modules. Brief to recap.
Nothing stitched together.
Roll Call Field replaces every tool in your current field operations stack — all six modules connected in one workspace, all available on every plan.
Activation
Brief
The Activation Brief is the operating blueprint for your field team and your client. Every location, date, brand rule, interaction script, and objective — structured, versioned, and on every ambassador's phone before their shift starts. No PDFs emailed at 11pm. No "which version is current" conversations.
- Structured fields: locations, dates, staffing, brand rules, interaction scripts, compliance notes
- One campaign brief, automatically versioned per market — city-level customization without rebuilding
- Mobile-accessible Live Preview — what ambassadors see before they arrive
- Version control automatic — always the right version, always current
Activation
Hub
The Activation Hub is the mission control your ambassadors open before every shift, the dashboard your client checks for updates, and the job posting that builds your talent pool. Three access levels — built into one URL — so every role sees exactly what they need and nothing they shouldn't.
- Ambassador access: brief, schedule, check-in, kit assignment, lead form — mobile-first
- Client access: campaign calendar, high-level metrics, highlights — no cost data, no internal notes
- Public access: job posting, ambassador application, requirements — drives your talent pool
- No Roll Call account required for ambassadors — single link, PIN-controlled access
Ambassador Roster
& Shift Scheduler
Build your talent pool, manage applications, and schedule shifts across all markets from a single calendar. Each ambassador has a profile: markets, availability, ratings, certifications, and performance history. Coverage gaps show up before activation day. Kit assignments connect to the shift automatically.
- Ambassador pipeline: Applied → Review → Interview → Approved → Active per market
- Shift Scheduler: calendar-first with list view, location filters, and gap detection alerts
- Kit assignment linked to shift — each ambassador knows what they're picking up and where
- Automated shift reminders: 24 hours and 2 hours before start time, no manual sends
Field Ops
& Lead Capture
Ambassadors check in from mobile via Crew Mode. Lead forms capture structured data at point of interaction — name, email, purchase intent, product feedback, and opt-in consent. Every interaction becomes a structured data point, not a business card or a distribution number. Leads sync to your CRM automatically.
- Crew Mode: time-limited, PIN-controlled mobile access — no Roll Call account required
- Custom lead forms: any combination of fields, opt-in language, and conditional questions
- Purchase intent capture: 1–5 scale, feedback, product preference — structured first-party data
- CRM sync: leads flow to HubSpot or Salesforce with location, ambassador, and campaign tags
Kit
Tracker
Track every kit, supply item, and branded asset. Assign to locations and ambassadors. Log condition on return. See supply gaps before the next activation ships. You know where every unit is at all times — not because you checked the spreadsheet, because Roll Call tells you.
- Supply catalog: quantity, category, storage location, and notes per item
- Kit assignments: linked to shift scheduler and ambassador profile
- Return condition logging: Excellent, Good, Damaged, Missing — with notes
- Inventory alerts: low-stock warnings before the next activation ships
Client Results
View
Auto-generated from data your field team already entered during the activation. You configure what the client sees before the campaign launches — metrics, highlights, and results — without exposing your costs, your internal notes, or your ambassador ratings. The report that arrives in 48 hours is the one that renews the contract.
- Permissioned dashboard: configure what clients see before launch — their metrics, not your margins
- Auto-generated: pulls from check-ins, lead forms, ambassador logs, and kit tracker
- Branded PDF export: agency logo, client brand, cover page, location breakdown, ambassador summary
- Renewal ask built into the final section: recommended next windows and expanded scope proposal
Six Field operator types.
Which one are you?
You are running sampling programs, retail demos, and brand moments across multiple markets. Roll Call Field is the workspace you have been building in Google Docs and spreadsheets — now in one place.
Managing activations for multiple clients simultaneously. One Roll Call subscription covers every client's program from one dashboard. Client results views without giving clients full app access.
In-store demos, brand pop-ins, and retail floor activations — location-specific staffing, lead capture at point of interaction, and client-ready conversion results.
You know how many units went out. Roll Call Field tells you who received them, what they thought, and whether they converted — via structured lead capture at point of interaction.
History, ratings, certifications, availability — and the ability to get them briefed, scheduled, and activated from one place. Performance scoring means your best ambassadors always rise to the top.
Multi-zone briefs, 72-hour shift scheduling, Crew Mode for festival connectivity, multi-brand lead capture, and per-zone client reports — all from the same dashboard.