How to Onboard New Franchisees

 How to Onboard New Franchisees

So you have awarded a franchise to a new franchisee, awesome! Now what? Getting that franchisee successfully onboarded is a very important part of building your franchisee’s success, says Cordell Riley

Onboarding actually begins during the sales process when you are presenting potential franchisees with the opportunity to buy. Right from the start, you need to convey your culture and your unique value. When you are putting together your sales materials, include links to videos that tell your story. They can be an effective way to convey your brand promise and unique value.

Onboarding franchise owners is critically important

Let start here. Do you have a defined onboarding process for your new franchise owners? If you do, what does it cover and who is responsible for it? Major topic areas of many franchise onboarding processes include site selection, facility selection, equipment ordering, and financing. While you discussed many of those issues before the franchisee was awarded a franchise, it is now time for real action. It is a process that can be best managed if you break it down into separate steps.

First, your home team helps the franchisee plan and tackle some big issues. This is the time to offer the focused advice and assistance that will help ensure your new franchisee makes the best decisions and succeeds. Be sure to assist in areas that include:

* Site selection

* Facility build out/lease

* Equipment

* Financing

* Scheduling training


Second, you provide a great training program to your new owner.Try not to overload your franchisee by trying to teach them everything during initial training, it is not effective. Here are some topics to consider as part of your initial onboarding training:

Pre-training. Have your franchisee go online and take prescribed online training prior to arrival. This helps to cover some of the fundamental items of your system, so that when your franchisee arrives, you can spend time with more of the items that require instructor-led time.

Some competitor visits and shopping prior to arrival
. What do you offer that your competitors don’t? How can your new owner create uniquely valuable experiences for your customers? One of the best ways to introduce this topic is to have your new franchisees visit competitors to see first-hand what they are doing. Once they know, they can discover ways to do better and be more successful.

Your culture and brand. This could be the most important information of all to communicate. What is your history? What are your values, and what do you stand for? What products and services are most successful and best known? What position do you occupy in the marketplace, and how will your new owner benefit from your brand and reputation?

Your business system, requirements and tools. Onboarding is the best opportunity to spell out the importance of doing business according to your business system and procedures. How do they work? Why are they unique and effective?
Your marketing systems. What marketing programs do you have in place to support your franchisees, and how are they used? What signs and signage and displays do you provide, for example, and what do they do?

Your accounting procedures. How will you expect your owner to keep books and financial records? What systems and support will you provide?

Third, you prepare for the grand opening. Your onboarding team should cover these topics with your owner:

A plan for the opening. Be sure to put the details in a comprehensive opening plan. Will your franchise partner provide special signage, advertise the opening in local media, provide special additional staffing?  What’s the plan?

Assistance. Will you be sending extra staff or members of your support team to make sure everything goes well during the first few days the franchise is open for business?

Fourth, you explain follow-up and provide ongoing support.Explain the field support your company provides.

What will your field support team do to help franchisees before, during and after the franchise begins operations? Who should your franchisees contact if they have problems or questions? If you provide the right information during onboarding, you will prevent frustrations later on.

Lay plans for the future. Remember that follow-up is key after the grand opening. Stay close to the new franchise. Are they meeting the goals they set in training and in their pre-opening plan? (They did do a pre-opening plan, right?) And are they following the business system?

To summarize

Onboarding is the time to lay the foundation for success. Onboarding affords you the opportunity to provide information that helps your franchise owners get started with the knowledge, resources, attitude and confidence they need to begin building their success from day one with your organization. When they succeed, they succeed – as you well know.


ABOUT THE AUTHOR

Cordell Riley is Partner and President of Tortal Training, a leading training development company in Charlotte, North Carolina. After his time in college and the military, Cordell launched his career at Driven Brands, the owner of Meineke and Maaco. During his 20 years there, he rose through the ranks with increasing levels of responsibility for Operations and Training. He then founded Tortal Training, in 2000. A recognized training expert with extensive experience in the franchising sectors, Cordell has spent more than 20 years helping thousands of companies achieve outstanding success through training. He is a sought-after keynote speaker who addresses conferences and company seminars nationwide. Follow @TortalTraining.

Global Franchise Meets.

An inspirational new web video series where we meet the business leaders and influencers in International Franchising.

you may be interested in

franchise directory

  • TaxAssist Accountants

    Business & Professional Services, Financial Services, <100K, Featured

  • Cafe2U

    Food & Catering, Coffee, Take-away, <100K, Featured

  • 0800 Pizza

    Food & Catering, Fastfood, Pizza, Take-away, Featured

view more
Connect with Linkedin Logo
Global White Logo Click Here
Close button

WHAT DO WE USE YOUR INFORMATION FOR?

Any of the information we collect from you may be used in one of the following ways: To personalize your experience (your information helps us to better respond to your individual needs) To improve our website (we continually strive to improve our website offerings based on the information and feedback we receive from you) To improve customer service (your information helps us to more effectively respond to your customer service requests and support needs) To process transactions your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested. To administer a contest, promotion, survey or other site feature To send periodic emails The email address you provide for order processing, will only be used to send you information and updates pertaining to your order. Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.

HOW DO WE PROTECT YOUR INFORMATION?

We implement a variety of security measures to maintain the safety of your personal information when you place an order or enter, submit, or access your personal information We offer the use of a secure server. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway providers database only to be accessible by those authorized with special access rights to such systems, and are required to keep the information confidential. After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers.

DO WE USE COOKIES?

Yes (Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information. We use cookies to help us remember and process the items in your shopping cart, understand and save your preferences for future visits, keep track of advertisements and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business.

DO WE DISCLOSE ANY INFORMATION TO OUTSIDE PARTIES?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

THIRD PARTY LINKS

Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

CHILDRENS ONLINE PRIVACY PROTECTION ACT COMPLIANCE

We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

ONLINE PRIVACY POLICY ONLY

This online privacy policy applies only to information collected through our website and not to information collected offline.

TERMS AND CONDITIONS

Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at globalfranchisemagazine.com/terms-conditions

YOUR CONSENT

By using our site, you consent to our online privacy policy.

CHANGES TO OUR PRIVACY POLICY

If we decide to change our privacy policy, we will post those changes on this page

CONTACTING US

If there are any questions regarding this privacy policy you may contact us using the information below. All correspondence relating to the Website should be sent to: Global Franchise 21/23 Phoenix Court Hawkins Road Colchester Essex CO2 8JY Email: subscriptions@aceville.co.uk