1. Initial Introduction and Overview

• Provide a Warm Welcome: Begin with a personalized welcome, introducing them to the team and setting a positive tone.

• Franchise Overview Session: Give a comprehensive overview of the brand’s mission, values, and objectives. This helps align their vision with yours.

2. Documentation and Agreement Review

• Legal and Financial Briefing: Walk them through franchise agreements, explaining key terms, responsibilities, and fees.

• Sign Agreement: Ensure they have signed all necessary agreements and provided required documents (e.g., licenses, insurance).

• Set Up Banking and Financial Accounts: Assist with setting up their business accounts, including payment processing, to streamline operations.

3. Comprehensive Training Program

• Operations Training: Conduct in-depth training on daily operations, from service standards to inventory management.

• Brand and Marketing Training: Cover brand guidelines, approved marketing strategies, and customer communication.

• Systems and Software Training: Introduce them to the tech platforms used for POS, CRM, and other operations, offering hands-on practice.

4. Site Setup and Preparation

• Location Selection and Layout Planning: Assist with site setup if applicable, covering layout and design to meet brand standards.

• Equipment and Inventory Setup: Help them order initial equipment and stock, ensuring compliance with the brand’s approved list.

• Quality Assurance Check: Review the setup to confirm everything meets brand standards.

5. Marketing and Launch Planning

• Local Marketing Strategy: Work together to create a tailored marketing plan for their location, including launch promotions.

• Soft Opening: Schedule a soft opening to test operations and make adjustments.

• Official Launch Support: Provide guidance and assistance for the grand opening event, ensuring it aligns with brand standards.

6. Ongoing Support and Check-Ins

• Scheduled Check-Ins: Conduct regular check-ins for the first few months to address questions and ensure smooth operations.

• Performance Reviews: Evaluate performance against key metrics and provide feedback on strengths and areas for improvement.

• Continuous Training and Development: Offer opportunities for further training, industry updates, and access to a support network.

7. Feedback Loop and Improvement

• Gather Feedback: Encourage feedback from the franchisee on onboarding, training, and support to refine the process.

• Adjust as Needed: Use feedback to make improvements, ensuring a smoother experience for future franchisees.