Franchise lead management

Template

Pipefy’s Franchise Lead Management Template is designed for franchise owners who want to manage their prospective franchisees.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Name
  2. Phone number
  3. Email
  4. What kind of franchise are you interested in?

Prospect franchisee leads

  1. Contact time
  2. Way of contact
    • Phone
    • Email
  3. Level of interest

Prospect analysis

  1. Meeting booking
  2. Prospect evaluation checklist
    • Perform a background check
    • Financial feasibility
    • Income tax return
    • Profile match
    • Business management experience
    • Entrepreneurial profile
  3. Franchise location
  4. Location evaluation
  5. Prospect’s business plan
  6. After the analysis, is the prospect a good fit?
    • Yes
    • No

Turning prospect into a franchisee

  1. Present the franchise proposal to the applicant.
  2. Monthly royalties agreed

Contract signing

  1. Was the deal closed?
    • Yes
    • No
  2. Signed contract

Clode deals

Unsuccessful deals

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