SlideShare a Scribd company logo
Initial Conversation - A
PROFILE IN SALESFORCE
IS CREATED
Informative Conversation Franchise Application &
Franchisee Timeline
Brochure is sent
• Expectations &
Benefits Brochure
is sent
• Marketing
Brochure is sent
(if needed)
• Application is sent
with ACCOUNTS
CC’D to collect
payment
information
• $500 deposit is
collected by
ACCOUNTS
• Receipt of FDD is signed
and filed with ACCOUNTS
Learning Outcome
Sales & Accounts
• Get Locksmith
“Questionnaire” is
sent
• “Introducing Get
Locksmith” Brochure
is sent
• Background check is
performed (Adele or
Dana)
• Lead is approved by
YOSSI
FDD is customized to franchisee
profile (potential territory,
state, address, llc, name etc) &
Sent
1 2 3 4
5 14 Days waiting Period
• Franchise Disclosure Document & Franchise Agreement are Signed
• Initial, Marketing Kit, Van Wrap & Store Sign Fee’s are collected by ACCOUNTS
• Sales completes DATA INTAKE (listing data, shirt sizes, store address, vehicle
type/year/model/version, etc SALES FORCE )
• Email introducing “Franchise Setup” person is made.
• Execution Order is sent to Marketing, Franchise Setup and Design that a New
franchise is ready for production- Contains All Information to SALESFORCE DATA for
Client
Closed -Sales will now focus on other clients
Franchise
Setup & Marketing
Setup
1. Welcome Email is sent with
access to new
@GETLOCKSMITHUSA email for
franchisee
a. Includes REMINDER about
“Timeline” brochure
b. Explanation about calendar
and note about reviewing
instructions.
Franchise Setup
Setting up business bank account
Signing Lease agreement
Setting up store payment processor
Registering DBA as Get Locksmith with State.
Ordering Inventory
Attending appointments for Store Sign and Van Wrap.
Software Training.
Timeline Brochure Includes
• Inventory Order -includes recommended supplier
list/tables
Includes instructions on setting up inventory and correct
template
• Appointment time for van wrap - Includes van instructions
• Appointment time for store sign - Includes sign
instructions
• Expected date to receive marketing kit
• Date for software training
Calendar of Timeline is set up for Franchisee.
• Email Requesting Website/Social Media related content/images is
Sent
• Requests Campaigns to generates - Custom Telephone Number For
Franchisee Location- cc to sales (ADDED TO SALESFORCE)
● Van Wrap
1. New Phone number, Local Franchisee
URL, Franchisee location & Vehicle
information are sent to WRAP
2. WRAP Confirms Date and Time of
Wrapping.
3. Appointment is set with Franchisee
4. WRAP invoices GET
5. ACCOUNTS pays WRAP
● Marketing Kit
1. Shirt sizes and address are sent to BRITNI (data from
SALESFORCE)
2. BRITNI prepares Marketing KIt and Invoices
ACCOUNTS
3. ACCOUNTS Pays Britni
● Store Sign
1. Process to be determined, will be similar to Wrap.
Software Training
1. Demonstration,
a. Updating inventory in Quickbooks
b. How to create a client,
c. How to charge a job
d. How to update inventory
e. Setting up the mobile App for technicians
f. Protocol for syncing inventory and Quickbooks
2. Follow Up and Review
AT THE SAME TIME AS SETUP
Marketing
● Ad-Campaigns are set up (data pulled from
SalesForce, Accounts provides CC info)
Website
● Local site is programmed (DATA PULLED FROM
SALESFORCE)
● Written Content is added to site.
○ Automotive
○ Residential
○ Commercial
○ Home Page
○ About Page
(The following occur After the Lease agreement
has been signed)
Listings (using information from SalesForce)
● Initial Listing
○ YELP
○ Angie’s list
○ Google +
○ Facebook (integrated page or not??)
○ Manta
Reputation
● Following all listing activity
● Communicating with customers
● Resolving any outstanding issues
● Working closely with BBB
● Investigating review opportunities
thanks

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Locksmith 3

  • 1.
  • 2. Initial Conversation - A PROFILE IN SALESFORCE IS CREATED Informative Conversation Franchise Application & Franchisee Timeline Brochure is sent • Expectations & Benefits Brochure is sent • Marketing Brochure is sent (if needed) • Application is sent with ACCOUNTS CC’D to collect payment information • $500 deposit is collected by ACCOUNTS • Receipt of FDD is signed and filed with ACCOUNTS Learning Outcome Sales & Accounts • Get Locksmith “Questionnaire” is sent • “Introducing Get Locksmith” Brochure is sent • Background check is performed (Adele or Dana) • Lead is approved by YOSSI FDD is customized to franchisee profile (potential territory, state, address, llc, name etc) & Sent 1 2 3 4 5 14 Days waiting Period
  • 3. • Franchise Disclosure Document & Franchise Agreement are Signed • Initial, Marketing Kit, Van Wrap & Store Sign Fee’s are collected by ACCOUNTS • Sales completes DATA INTAKE (listing data, shirt sizes, store address, vehicle type/year/model/version, etc SALES FORCE ) • Email introducing “Franchise Setup” person is made. • Execution Order is sent to Marketing, Franchise Setup and Design that a New franchise is ready for production- Contains All Information to SALESFORCE DATA for Client Closed -Sales will now focus on other clients
  • 4. Franchise Setup & Marketing Setup 1. Welcome Email is sent with access to new @GETLOCKSMITHUSA email for franchisee a. Includes REMINDER about “Timeline” brochure b. Explanation about calendar and note about reviewing instructions. Franchise Setup Setting up business bank account Signing Lease agreement Setting up store payment processor Registering DBA as Get Locksmith with State. Ordering Inventory Attending appointments for Store Sign and Van Wrap. Software Training. Timeline Brochure Includes
  • 5. • Inventory Order -includes recommended supplier list/tables Includes instructions on setting up inventory and correct template • Appointment time for van wrap - Includes van instructions • Appointment time for store sign - Includes sign instructions • Expected date to receive marketing kit • Date for software training Calendar of Timeline is set up for Franchisee. • Email Requesting Website/Social Media related content/images is Sent • Requests Campaigns to generates - Custom Telephone Number For Franchisee Location- cc to sales (ADDED TO SALESFORCE)
  • 6. ● Van Wrap 1. New Phone number, Local Franchisee URL, Franchisee location & Vehicle information are sent to WRAP 2. WRAP Confirms Date and Time of Wrapping. 3. Appointment is set with Franchisee 4. WRAP invoices GET 5. ACCOUNTS pays WRAP
  • 7. ● Marketing Kit 1. Shirt sizes and address are sent to BRITNI (data from SALESFORCE) 2. BRITNI prepares Marketing KIt and Invoices ACCOUNTS 3. ACCOUNTS Pays Britni ● Store Sign 1. Process to be determined, will be similar to Wrap.
  • 8. Software Training 1. Demonstration, a. Updating inventory in Quickbooks b. How to create a client, c. How to charge a job d. How to update inventory e. Setting up the mobile App for technicians f. Protocol for syncing inventory and Quickbooks 2. Follow Up and Review
  • 9. AT THE SAME TIME AS SETUP Marketing ● Ad-Campaigns are set up (data pulled from SalesForce, Accounts provides CC info) Website ● Local site is programmed (DATA PULLED FROM SALESFORCE) ● Written Content is added to site. ○ Automotive ○ Residential ○ Commercial ○ Home Page ○ About Page
  • 10. (The following occur After the Lease agreement has been signed) Listings (using information from SalesForce) ● Initial Listing ○ YELP ○ Angie’s list ○ Google + ○ Facebook (integrated page or not??) ○ Manta Reputation ● Following all listing activity ● Communicating with customers ● Resolving any outstanding issues ● Working closely with BBB ● Investigating review opportunities