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 the 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

Closed deals

Unsuccessful deals

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