FRANCHISE SALES PROCESS

Franchise Management Systems to Support the Sales Process

An effective sales process is your pipeline to a growing franchise operation. Our specialists provide guidance, assistance, and support as you develop franchise management systems built for success.

Identifying the Ideal Franchisee

FranSource assists clients in developing their entire franchise sales process, from point of contact with a prospective franchisee through the signing of the Franchise Agreement. FranSource offers a comprehensive suite of franchise sales services that can be provided individually or as part of our comprehensive program.

When developing your franchise sales process, we carefully follow the old tried-and-true sales adage, “Take someone as far as they can see right now, and once they get there, take them a little further.” This approach ensures that you do not overwhelm prospective franchisees with so much information that they have a difficult time absorbing it all. A systemized sales process also ensures that all franchise development team members “sing off the same song sheet.” A systemized sale process along with our direct assistance with the first five franchises you grant also enables us to assist you in validating the sales process we have developed and make any necessary adjustments.

Franchise Management Systems Illustration of People Trying to Manage an Entire Franchise System

A strong sales cycle starts with knowing your target audience. FranSource assists in identifying the characteristics of an ideal franchisee to assist in targeting the right individuals. With the right franchisee in mind, we can begin developing effective franchise advertising, marketing, and sales systems.

The Franchise Sales Development Manual

With FranSource, you gain access to a detailed and dedicated team, ready to customize every aspect of your franchise operation — including your franchise sales process and procedures. We consult with you to establish appropriate franchise sales processes and procedures, including drafting a Franchise Sales Development Manual that outlines your entire franchise sales development process. We also develop your entire franchise sales action plan that outlines every step in your franchise sales process from point of contact with a prospective franchisee through the signing of the Franchise Agreement. The action plan is also used to establish your franchise CRM system if you elect to implement a CRM system. Please review the “Choosing the Right Customer Relationship Management (CRM) System” section below for additional information.

Part of your franchise management systems, the Manual is designed to guide your franchise sales personnel as both a training manual and as an ongoing resource manual. Topics include:

Franchise Compliance Procedures
Franchise Sales Procedures
Contacting Candidates (processes, scripts, Q&As)
Qualifying Prospective Franchisees
Hosting Franchise Discovery Days
Franchise Selection Process
Disclosing Prospective Franchisees
Preparing and Executing the Franchise Agreement
Franchise Opening Requirement & Timeline

Franchise Sales Development Materials

Along with the Franchise Sales Manual, FranSource designs and produces sales forms and materials for your franchise management systems including:

Initial Inquiry Form
Franchise Preliminary Consideration Form
Franchise Disclosure Document Request Form
Franchise Discovery Day Itinerary
Franchise Candidate Form
Franchise Application & Financial Information Form
Final Steps to Purchasing a Franchise
Franchise Overview e-Brochure

Franchise PowerPoint Presentation

As part of our development of your franchise sales process, we prepare a Franchise PowerPoint Presentation to share online with prospective franchisees. The presentation is a great precursor to a Franchise Discovery Day, especially for those prospects that have not previously visited your location(s). We design the presentations to run about 60-75 minutes.

Choosing the Right Customer Relationship Management (CRM) System

There are plenty of moving parts when it comes to developing franchise management systems. In particular, a Customer Relationship Management (CRM) System records lead cycles with potential franchisees using one centralized database. With clear organization, you can track ongoing leads, send campaign emails, and collect contact details in a manner that streamlines your franchise sales process.

FranSource knows the CRM system specifications and features that work for franchisors. We can assist you in establishing a CRM system with one of our preferred providers to simplify the franchise sales process and manage lead-flow.

As part of our assistance, we develop your franchise sales action plan and draft campaign emails and content for your Drip Marketing Campaigns. The CRM system providers also offer various modules that enhance a franchisor’s franchise communications, operations, support, and training programs. We’ll identify and recommend those additional modules based on our experience working in the platforms.

For organizations who do not have the staff to support the day-to-day operation of the platform, our team offers this management service tailored to each franchisors’ specific use of the platforms.

Assistance with the Franchise Sales Process

Under our Franchise Essentials Development Program, FranSource provides hands-on assistance with the franchise sales process for the first five franchises sold to ensure the successful launch of your franchise opportunity and validate the franchise sales process we developed. When requested, we also conduct three-way calls and web meetings with your company’s franchise representative and prospective franchisees.

Our franchise sales consultants have extensive experience in franchising and are well qualified to support your sales development efforts on an ongoing basis. For organizations who do not wish to “staff up” an internal franchise sales team, FranSource can be your outsourced partner for both vetting and selling franchises, although one of your team members will need to be involved during key steps in the sales process (e.g., Discovery Days, candidate interviews, etc.). Our franchise sales services are customized based on your specific needs. Please contact us for additional details.

1: Operations

As part of our Franchise Essentials Program, we develop and prepare a comprehensive Franchise Operations and Policies Manual that addresses every aspect of the Franchise Business to help ensure your franchisees’ success. Our disciplined, customized approach ensures the manual fully represents YOUR business and is not a “templated” manual that other franchise development firms provide to clients to “fill in the blanks.” In addition, we advise and assist you in developing robust franchise communication, support, and training programs that further ensure the success of your franchisees.

2: Legal

We and our affiliated Franchise Attorneys advise you regarding every aspect of the franchisee-franchisor relationship when developing your Franchise Disclosure Document. Understanding the synergy that exists between their respective roles, our franchise attorneys and consultants work together throughout the franchise development project to develop the ideal franchise system for your company. This interaction also ensures consistency between the various aspects of your franchise operation.

3: Sales

Unlike many other franchise development firms, we develop your entire franchise sales development process, including sales forms, marketing materials, a franchise CRM system, and more. As part of this process, we develop and prepare a comprehensive Franchise Development Sales Manual that outlines your sales process from first contact by a prospective franchisee to signing the Franchise Agreement. We also offer franchise sales services if you would like our experienced franchise consultants to serve as your franchise sales team.

4: Marketing

One of the most common questions prospective franchisees ask is, “how do I attract customers/clients to my business?” We evaluate, then elevate your local store/consumer marketing to ensure franchisees are successful in attracting new customers. We also develop a marketing plan so your franchise will attract qualified prospects.

Should I franchise my business?

There are many variables that a business must first consider before embarking on a franchise development program. As an initial step in determining the viability of franchising your business, we invite you to complete our 15 Key Questions Franchise Quiz.

Take the Quiz

Become our next franchising success!

Read testimonials from clients who chose FranSource to be their franchise consulting company.

"Working with FranSource has been a fantastic experience! Their clarity, organization, and attention to detail gave us complete confidence every step of setting up our franchise operation."

“With FranSource overseeing the entire development of our franchise operation, we were confident that our franchise would be successful. However, seeing is believing. We just awarded another multi ...

"I can’t speak highly enough of the FranSource team. They retooled our franchise development process after we worked with another franchise developer that provided a cookie-cutter approach that was too generic for our needs."

“We granted our 150th ALOHA franchise last week and we wanted to say thank you for your team's tremendous assistance and ongoing support. When we began the franchise project, it quickly ...

"We chose to work with FranSource because of their deep understanding of franchising and the personal interaction we were confident we would receive. FranSource helped us to ...

"In addition to fully developing our franchise operation, FranSource assisted with other aspects of our expansion program. We are very pleased with the franchise development services we received and the ongoing support ...

"When we made the decision to expand our business through franchising, we knew that we needed to work with a franchise consulting firm who fit our brand. We interviewed several franchise development companies ...

"FranSource has impacted our business in ways we never imagined, beyond simply franchising. Rather than taking a cookie-cutter approach during the franchise development process, they ...

"I interviewed three different franchise companies and picked Fransource to assist us. I would recommend any prospective client to consider working with FranSource, you will not regret it!!!"