Quarterback the Entire Onboarding 
Process for New Franchisees
Most of our franchisees come from blue-collar backgrounds, and for many, this is their first time setting up a business. It’s crucial to guide them through this new process of integrating into our system, making a great impression to build trust and confidence in their significant decision to start a franchise.

When I partnered with the franchisor in 2017, there was no onboarding process. I took the lead and built out and documented a comprehensive process, refining it each time we added a franchise and learned something new. I manage the entire onboarding process, from initial research to full integration, ensuring every step is meticulously handled. I develop strong bonds with franchisees, tailoring the process to their needs, and maintain a master plan for each area to ensure strategic growth.
Overall Onboarding Management and Delegation
  • Manage and delegate tasks to the team for advertising, software setup, integration of growth plans, and direction for office staff.
  • Serve as the liaison between all parties involved, building and implementing a process for each area.
  • Handle hundreds of different points and follow up meticulously, leading the team to ensure smooth integration.
Financial Planning 
and Oversight
  • Lead financial planning meetings to discuss targets, payroll, expenses, and growth plans.
  • Prepare loan documents and facilitate financial integration.
  • ​Provide ongoing oversight to ensure franchisees meet their financial objectives.
Customized Pricebooks, 
KPIs, and Scheduling
  • Develop area-specific pricebooks for thousands of data points.
  • Establish tailored KPIs per franchisee.
  • Design detailed and strategic service technician schedules.
  • ​All of these custom processes have been conceptualized and refined by me through the years.
Area Strategy and 
Full Integration
  • Conduct area and competitor research to determine franchise feasibility and make strategic growth decisions.
  • Build new service areas or integrate into existing ones, ensuring they align with our backend software, advertising PPC campaigns, call center, and company culture.
  • ​Ensure that all our various departments are aware of the customized goals and plans I set for each franchisee.
Training and Continuous Follow-Up
  • Build and initiate virtual training for franchisees.
  • Implement an intricate follow-up process (which sometimes lasts for years) that includes short-term integration tasks and long-term objectives.
  • Stay closely connected to ensure all plans are carried out or amended to fit each franchisee, upholding our promises.
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