Partner enquiry to franchise

Workflow 19 · Become a partner · Partner enquiries · Convert

People who want to open a franchise apply on the brand site's Become a partner page.

Head Office works each partner enquiry like a sales lead and, when the answer is yes, converts it into a new franchise waiting to be opened.

  • Head Office (Platform Administrator)
Head Office

Become a partner

Visitor

Become a partner

1Step 1 of 6 · workflow step 01

  1. Become a partner
  2. Why partner
  3. Send partner enquiry

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Head Office · Partner enquiry to franchise01

Tell Head Office about yourself

Visitor

Tell Head Office about yourself

2Step 2 of 6 · workflow step 02

  1. Name and contact
  2. The area wanted
  3. Experience

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The system does this
  • Save the partner enquiry with its reference and email an acknowledgement
  • Tell Head Office a new partner enquiry is waiting
Head Office · Partner enquiry to franchise02

Head Office: Partner enquiries

Head Office

Head Office: Partner enquiries

3Step 3 of 6 · workflow step 03

  1. Status
  2. Reference and area
  3. Open one

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Head Office · Partner enquiry to franchise03

Read the enquiry

Head Office

Read the enquiry

4Step 4 of 6 · workflow step 04

  1. What was sent
  2. Actions by status

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Head Office · Partner enquiry to franchise04

Mark contacted

Head Office

Mark contacted

5Step 5 of 6 · workflow step 05

  1. After the first call
  2. Mark contacted

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Head Office · Partner enquiry to franchise05

Convert to franchise partner

Head Office

Convert to franchise partner

6Step 6 of 6 · workflow step 06

  1. Registered and trading name
  2. Network
  3. Convert

The new franchise starts in Onboarding: nothing public until it is opened (workflow 20).

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The system does this
  • Create the franchise in Onboarding and link the partner enquiry to it
Check

A new franchise in Onboarding with its partner's details

Head Office · Partner enquiry to franchise06
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