Franchising Process

Complete franchising workflow from lead to signed franchise agreement

Objective

Convert franchise inquiries into successful franchise partnerships through systematic evaluation and negotiation

Participants (5 roles)

franchiseSales: Franchise Sales Representative
franchiseManager: Franchise Development Manager
legalTeam: Legal Team
financeTeam: Finance Team
operationsTeam: Operations Team

Input

Franchise inquiry or lead

Output

Signed franchise agreement and onboarded franchisee

Process Flow

100%
flowchart LR
    node0["New Franchise Leads"]
    node1["Contact and Qualify Leads"]
    node2["Proposal Preparation"]
    node3["Negotiation"]
    node4["Documents Preparation"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

15%

conversionRate

60-90 days

averageProcessTime

85%

franchiseeSuccessRate

$50,000

averageFranchiseFee

Stages Overview

100%
PROPERTIES
STAGE 1
New Franchise Leads
STAGE 2
Contact and Qualify Leads
STAGE 3
Proposal Preparation
STAGE 4
Negotiation
STAGE 5
Documents Preparation
Stage Owners
Franchise Sales Representative
Franchise Sales Representative
Franchise Development Manager
Franchise Development Manager
Legal Team
Stage Workers
Franchise Development Manager
Franchise Development Manager
Franchise Sales Representative
Finance Team
Franchise Sales Representative
Legal Team
Franchise Development Manager
Finance Team
Duration
1 day
5 days
7 days
14 days
10 days
Output Fields
• Lead Source*
• Target Location*
• Investment Capability*
• Business Experience*
• Financial Verification*
• Franchise Fit Score*
• Franchise Proposal*
• Territory Analysis*
• Proposed Franchise Fee*
• Negotiation Status*
• Final Terms
• Discovery Day Scheduled*
• FDD Document*
• Franchise Agreement*
• Legal Review Complete*
To-dos
• Receive and log franchise inquiry
• Send franchise information packet
• Schedule initial call
• Conduct discovery call
• Assess franchise fit
• Review financial qualifications
• Prepare customized franchise proposal
• Include territory analysis
• Schedule presentation meeting
• Present franchise proposal
• Negotiate terms and territory
• Address concerns and questions
• Prepare Franchise Disclosure Document (FDD)
• Draft franchise agreement
• Compile all legal documents

Automation Rules

Automation 1: Field Value Alert

If Franchise Fit Score greater_than, Then send notification to Franchise Development Manager with message: "High-potential franchise candidate - prioritize follow-up"

high

Automation 2: Custom Automation

If stage_overdue, Then escalate to Franchise Development Manager with message: "Negotiation phase extended - review status immediately"

Workflow Summary

Total Stages

5

Total To-dos

15

Output Fields

15

Automations

2