Franchise Lead Management
Designed to manage prospective franchisees for franchise owners through a structured pipeline.
Workflow Steps
Step 1 - Initial Inquiry & Automated Follow-Up
A prospective franchisee fills out an inquiry form on the website and immediately receives an automated welcome email with initial information.
Step 2 - Qualification Call & Financial Vetting
A franchise development manager conducts an initial call to assess financial viability, business experience, and cultural fit. The prospect submits a financial pre-qualification form.
Step 3 - FDD Review & Background Check
Qualified candidates are sent the Franchise Disclosure Document (FDD) for review and must acknowledge receipt. A formal background and credit check is initiated.
Step 4 - Discovery Day & Final Approval
Final candidates are invited to a "Discovery Day" to meet the corporate team. Following this, a final decision is made by the approval committee, and an agreement is sent for signature.
The Purpose of Franchise Lead Management
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