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Franchise development · pre-award
A dedicated CRM for franchise development: pipeline and stages, lead capture and embeds, multi-touch sequences with a power dialer, validation calls with existing franchisees, a discovery-day calendar, and a codified sales playbook with an FDD document vault and e-sign. For running shops that are already open, see Multi-Location & Franchise instead.
No credit card · Cancel anytime
Pipeline & Stages
Franchise development sells over 6-18 months, not 6 weeks. SalesThumb's franchise pipeline reflects that: stages model the actual franchise-sales motion (not a generic SaaS Kanban), each prospect carries a target territory and an investment budget (add net worth or liquid capital as custom fields if you track them), and the forecast weights each open deal by a rep-set probability.
What this looks like in a shop
Illustrative scenario: A franchise development team was running franchise sales in a generic CRM with hacked custom objects and a gut-feel forecast. Moving to SalesThumb's franchise pipeline gave every prospect a real target territory, a rep-set close probability, and a weighted forecast total instead of a spreadsheet guess — and the territory-conflict flag caught two reps chasing the same exclusive market before either wasted a discovery day on it.
Franchise pipeline
68 active prospects · weighted forecast $612k
Weighted forecast
$612k
budget × oddsUnweighted budget
$4.9M
Awarded YTD
7
Avila Holdings
Phoenix · AZ
Marcus Whitman
Reno · NV
Hudson Group
hotTampa · FL
Priya Raman
Bay Area · CA
Northbrook Capital
hotChicago · IL
Drew & Sons
Charlotte · NC
Kennedy Group
Denver · CO
Lucia Ortiz
Miami · FL
Forge Partners
hotNashville · TN
Tariq Hassan
Houston · TX
Ellis Family Trust
Seattle · WA
Renata Voss
Austin · TX
Sample Shop LLC
hotNYC Metro · NY
Cypress Ventures
Atlanta · GA
Pipeline Kanban
Inbound Capture
Most franchise-site lead forms dump into an inbox where they die. SalesThumb's embed is a hosted, branded form (or an iframe you drop on any page) that writes straight into your pipeline: it auto-rates each submission HOT/WARM/COLD by declared investment budget and drops it in at your first pipeline stage with the message logged as an activity, so a rep never has to hand-copy a lead.
What this looks like in a shop
Illustrative scenario: A franchise development team was manually copying inquiries out of a shared inbox into a spreadsheet. Pointing the franchise site's "own a shop" link at their SalesThumb-hosted lead form meant every submission was a real pipeline prospect the moment someone hit Submit — pre-rated by declared budget, with nothing to retype.
Sample Shop LLC · Embed lead form
Drop a branded "Inquire about a franchise" form on any external site
Embed views
0
Submissions
0
Conversion
—
Fields enabled
4
Fields shown
Hosted form link
Link to it directly, or embed the same URL in an iframe on your franchise site. Submissions create a new prospect at your pipeline's first stage — no dedupe or spam filtering yet.
Live preview
Become a Sample Shop LLC franchisee.
Tell us a little about yourself and we'll have a franchise development rep reach out within 24 hours.
Embed configurator
Multi-touch Outreach
Franchise sales touch-points are weeks apart, not days, and a validation call runs 20-30 minutes, not a quick dial. SalesThumb's sequence engine lets you build multi-step email/SMS/task cadences that trigger on stage entry, lead source, rating change, or a document send. The power dialer places the call over Twilio and, once the rep types or dictates their own notes, an AI pass turns that free text into a structured outcome/next-step/objections summary for the rep to review before saving — it never listens to or transcribes the call itself.
What this looks like in a shop
Illustrative scenario: A franchise-development rep used to hang up and immediately dread typing up notes before the next call. With the dialer's post-call AI extraction, she talks through what happened out loud, the notes get structured into an outcome and next step in a few seconds, and she reviews and saves before moving to the next dial — no separate note-taking app, no half-written scrawl she has to decipher the next morning.
Welcome & 14-day nurture
Trigger: stage entry · Inquiry
Thanks for the interest, {{firstName}}
Sends the opportunity overview + a link to book an intake call.
Quick check-in text
"Hey {{firstName}} — did the overview land? Happy to answer questions."
Rep task: follow-up call
Creates a task for the assigned rep — not sent automatically.
Wait
No action — just holds the enrollment until day 14.
Still interested in {{territory}}?
Break-up style email offering one more call before pausing outreach.
Enrollment
Active
9
Completed
22
Total enrolled
31
No open/reply-rate tracking or A/B testing exists on sequence steps today — enrollment counts are the real numbers this screen has.
Sequence builder
Validator Network
Validation calls are one of the highest-leverage moments in franchise sales. SalesThumb's Validation Calls page is an internal tool for your franchise-development team: keep a roster of franchisees who've agreed to take these calls, filter by vertical, request or schedule a call with one manually, then log the outcome — one rating (1-5) plus notes. A rating of 4 or 5 automatically advances the prospect to the next pipeline stage, gated so it never auto-advances into a signed stage before the FDD's 14-day FTC review window has elapsed.
What this looks like in a shop
Illustrative scenario. A franchise-development rep needs a Window Tint validator near Scottsdale North for a prospect in discovery. They filter the roster to Window Tint, pick an available validator, and submit a request. Once a time is agreed outside the app, the rep marks it Scheduled. After the call, the rep logs a 4/5 rating with a note — the prospect auto-advances to the next pipeline stage, and the validator's rolling average and call count update.
Validator roster
4 validators · filter by vertical
Marcus Reyes
PPFPriya Raman
Window TintDrew Caldwell
Ceramic CoatingLucia Ortiz
Window TintNo ranked match score — the rep filters by vertical and picks a validator manually.
Validator roster
Discovery Day Ops
Discovery day is where most franchise awards are won or lost, and most franchisors still track it on a spreadsheet. SalesThumb's Discovery Days page pulls every prospect whose close date falls in the next 60 days onto one calendar, grouped by visit date, with a live prep checklist per prospect: FDD delivered, agenda emailed, intro call complete, validator calls scheduled, and travel confirmed. Three of those five are one-click toggles tied to real fields on the prospect record; the other two reflect real state from elsewhere in the app (the FDD-send flow and the validator-call system) so nobody can fake a checkmark. A 'Prep briefing' button generates a short AI narrative grounded only in that prospect's real intake + validation-call data.
What this looks like in a shop
Illustrative scenario: A franchise development coordinator opens Discovery Days on Monday morning and sees six visits scheduled over the next two weeks. Three prospects are missing their agenda email and one hasn't had validator calls scheduled yet — she fixes both from the calendar without opening each prospect's full record, then pulls up the AI prep briefing before her 2pm call to refresh herself on where that prospect's validation calls landed.
Discovery Days calendar
Process & Document Library
Franchise sales runs on two things: a process the team can follow, and a clean document trail the FDD requires. SalesThumb's playbook gives every rep a reference for each stage of the sale — target days, target conversion, and the real conversion rate your org is actually running — while the FDD library keeps every edition of your disclosure document versioned (draft, publish, retire) and the compliance page keeps a live audit log built from real activity, including automatic detection of a franchise agreement signed before the FDD's 14-day FTC review window elapsed.
What this looks like in a shop
Illustrative scenario: A franchise development team had a franchise agreement countersigned nine days after the FDD went out — five days short of the FTC's 14-day window. In a spreadsheet-based process, nobody would've caught it until legal review. In SalesThumb, the compliance audit log flagged it automatically the moment the signature activity was logged.
Franchise playbook
4 editable steps · target vs. your pipeline's real conversion
Initial Call
target 1d · 60% convMake first contact within 5 minutes of inquiry. Open with a question, not a pitch. Confirm timeline, budget range, and the market they care about.
Qualify
target 7d · 50% convValidate financial pre-qualification. Confirm partner involvement and exit plan. End with a clear yes/no on moving to application.
Discovery Day
target 14d · 55% convHost at HQ. Tour, lunch with founders, live demo, validator intros, territory walk-through. Close with a clear yes / no / when on the LOI.
Award
target 21d · 80% convFranchise agreement signed, deposit collected, territory awarded. Hand off to onboarding within 24 hours.
Playbook
The full feature taxonomy.