Faster, Smarter, and Stress-Free Openings
Your brand is your promise, and the journey from a signed agreement to a grand opening is where that promise becomes a reality. But managing this crucial sold-not-open (SNO) period with endless emails and disorganized spreadsheets can lead to frustrating delays, costing you valuable time and revenue.
Our Franchisee Onboarding software is a powerful, all-in-one solution designed to transform this process. It brings clarity, consistency, and control to every step, ensuring a seamless and successful grand opening for every new location, whether you are opening 1 location or 1,000. By centralizing tasks and communication, you can give your franchisees a clear, intuitive path to opening day, setting them up for success from the very beginning and allowing you to start collecting that all-important monthly recurring revenue sooner.
Create a Consistent and Organized Onboarding Process
Give your franchisees a clear, consistent path to their grand opening. With a centralized process, you can eliminate guesswork and ensure every crucial task is completed on time, setting them up for success from day one.
- Master Task List: The foundation of our module is the Master Task List, a centralized list of every task required for a new location to open. You can add tasks one at a time or import them in bulk, ensuring nothing is missed.
- Customizable Checklists: To add a level of consistency, you can group tasks into smaller, manageable checklists. You can create checklists for pre-opening, post-opening, or any other phase of the onboarding process, and even set a sequence to ensure tasks are completed in the correct order.
- Sequential Onboarding: Our module features a sequencing tool that allows you to build prior task dependencies. This ensures that certain tasks must be completed before others can be assigned, preventing bottlenecks and guaranteeing a smooth, sequential flow.
Drive Accountability with Seamless Communication
The key to a successful onboarding process is clear communication and accountability. Our onboarding module is packed with features that automate follow-ups and keep everyone on the same page.
- Automated Notifications: Keep your onboarding on track with an automatic notification system. Send timely reminders for upcoming and overdue tasks, eliminating manual follow-ups and driving the process forward.
- Assigned Tasks: Assign tasks directly to franchisees or corporate employees with a clear due date. Every task appears on a personalized list, with full transparency in the franchisee’s 360-degree view.
- In-Line Editing: Edit tasks, reorganize columns, and filter your lists in a flash. This saves your team valuable time and helps them manage multiple franchisees across different stages of the onboarding process.
Streamline the Location Onboarding Process
The journey from a signed franchise agreement to a successful grand opening is filled with critical steps. Managing these tasks manually can lead to delays, missed deadlines, and a fragmented experience for your new franchisee. FranchiseSoft’s Location Opening Progress module is designed to bring clarity and control to this process. As a vital part of our franchise software, it provides a centralized platform to manage territories, track every onboarding task, and ensure your new locations get off to a seamless start.
Manage Franchise Territories with Precision
Having a clear and well-defined territory is a cornerstone of a successful franchise. Our module allows you to easily manage your franchise territories, ensuring there are no overlaps and that every franchisee has a well-defined area of operation.
- Create New Territories: Easily expand your franchise by clicking the green “add new” button. Create a new territory by selecting a region from your database, such as “USA” or “Canada”, and precisely defining the area by state, city, or zip code.
- Prevent Overlaps: Our system automatically displays a list of unassigned states and cities, preventing accidental overlaps and ensuring your territories have clear, well-defined boundaries.
- Visualize Your Network: The page provides a clear overview of your network’s footprint, listing every existing territory by name, region, and type. This visual clarity helps you easily identify expansion opportunities and make strategic decisions for future growth.
Key Features for a Seamless Onboarding Experience
Our module moves beyond simple territory management to give you a complete view of a new location’s journey to opening day. Every step, from site selection to grand opening, is tracked and managed within the system.
- Centralized Task Management: You can create and assign onboarding checklists to both your internal team and the franchisee. Everyone knows their responsibilities, and you can track the progress of each task in real time.
- Real-Time Visibility: Gain complete visibility into the progress of a new location’s launch. You can see which tasks are complete, which are pending, and which are overdue, allowing you to proactively intervene and keep the process on track.
- Track Key Milestones: Ensure all prerequisites are met on time with our module. The module helps you manage and track key milestones, from lease signing and permit approvals to training completion, keeping your franchisees on a clear path to a successful grand opening.
Gain Complete Visibility into Your Network’s Progress
As your business scales, keeping track of multiple franchisees at various stages of the onboarding process can be challenging. Our comprehensive reporting tools give you the visibility you need to stay on top of everything.
- Onboarding Reports: Monitor progress and drive results with powerful reporting. Visualize each franchisee’s journey and access a clear overview of every completed and pending task. Take immediate action and update tasks directly from the report, keeping your team agile and responsive.
- Consolidated Reporting: Monitor your entire network with a single, consolidated report. View the onboarding progress of every franchisee and visualize your network’s health with a clear, at-a-glance view of completed checklists.
See How to Streamline Your Franchise Onboarding
Fill out the Demo Request form to schedule an inside look at our Franchisee Onboarding module, or check out our pre-recorded demos.
Pre-recorded Demo
Frequently Asked Questions
1. What is the main benefit of using this onboarding software?
The main benefit is bringing consistency, clarity, and efficiency to the onboarding process. Our software gives you a single, centralized platform to manage every task, from signing the agreement to the grand opening, which helps reduce delays and ensures a seamless experience for every new franchisee.
2. Can I set due dates and send reminders for tasks?
Yes. You can assign due dates for every task. The module also includes a complete notification system that can send automated reminders to both the person who assigned the task and the person who needs to complete it, which helps keep everyone accountable.
3. How does this module help my new franchisees stay organized?
Our system provides franchisees with a clear, sequential task list that outlines every step they need to take. They can easily see what tasks are assigned to them, their due dates, and their progress, all from their own dashboard.
4. Can I track the progress of my entire network?
Yes. Our reporting features, including the consolidated onboarding report, give you a real-time view of where all your franchisees are in the onboarding process. You can see what’s completed and what’s pending, which helps you identify potential bottlenecks and offer support where it’s needed most.
5. How does this module help my new franchisees with their territories?
This module provides a clear, step-by-step path to opening their business. It gives them a complete view of all the tasks and deadlines they need to meet, ensuring a smooth and organized onboarding experience. The module also manages your territories, ensuring there are no overlaps and that every franchisee has a well-defined area of operation.
6. Can I use the platform to manage ongoing operational changes after a franchisee is onboarded?
Yes, the platform is designed to be a continuous resource, not just for the initial onboarding. You can create and distribute new checklists to a single franchisee, a group of locations, or your entire network whenever there’s a change in operational procedures. This ensures everyone is consistently working with the latest information, whether it’s a seasonal menu update, a new marketing initiative, or an updated health and safety protocol.
