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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.
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.
Features, zoomed in
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
Franchise-development staff add validators to the roster (name, shop, city/state, a vertical, tenure, and units owned) and can mark any validator available or unavailable with one toggle. There's no ranked match score and no time-slot availability calendar — reps filter the roster by vertical and pick a validator manually, then request or schedule the call themselves. It's a rep-run coordination tool, not a validator-facing self-serve app.
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.
Deep dive · 02
When a rep closes out a call, they enter a single 1-5 rating plus optional notes — there's no separate prospect-side and validator-side rating. Sentiment (Positive/Mixed/Negative) is derived automatically from that number. A rating of 4 or 5 advances the prospect to the next pipeline stage automatically; anything lower leaves the stage unchanged with no automatic escalation. If the next stage is a signed/won stage, the auto-advance is held back until the FDD's 14-day review window has passed, regardless of the rating.
Complete validation call
One rating, entered by the rep closing it out
Call rating
Sentiment auto-set to Positive from the rating — no separate sentiment field to fill in.
Notes: “Sharp questions, did the homework — good fit for Scottsdale North.”
What happens on save
Rating 4-5 → auto-advance
Prospect moves to the next pipeline stage automatically. Rating 1-3 leaves the stage unchanged — no automatic flag or repair task is created.
FTC guard, always on
If the next stage is a “won” stage, auto-advance is held back until the FDD's 14-day review window has elapsed — even on a 5-star call.
What's included
Everything that ships on day one. No feature-gating surprises inside a single plan.
See every angle
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Request → schedule → complete
No auto-match, no auto-ping.
M. Okafor ↔ D. Whitfield
Requested by rep S. Maldonado
Rep requests a callApr 28 · 12:22p
Rep picks D. Whitfield from the roster and submits a request for prospect M. Okafor. Status: Requested.
Rep confirms a timeApr 28 · 2:11p
Once the rep and validator agree on a time outside the app, the rep enters it. Status: Scheduled.
Rep marks the outcomePending
After the call, the rep marks it Completed with a 1-5 rating and notes, or No-show. A rating of 4-5 auto-advances the prospect's pipeline stage.
Every step here is a rep action — no auto-match, no SMS/Slack ping, no auto-generated call link.
Roster stats
Validator roster
Calls completed and average rating, updated automatically
| Validator | Calls completed | Avg rating | Status |
|---|---|---|---|
D. Whitfield Phoenix · Desert Ridge · Window Tint | 14 | 4.9 | Available |
A. Persson Scottsdale · Kierland · PPF | 11 | 4.8 | Available |
R. Castillo Tucson · Oro Valley · Window Tint | 8 | 4.6 | Available |
L. Nakamura Mesa · Superstition · Ceramic Coating | 6 | 4.5 | Marked unavailable |
T. Boone Tempe · Mill Ave · Window Tint | 4 | 3.1 | Available |
No call cap, no referral-comp tracking, no export — a rep can manually toggle any validator to unavailable.
Who it's for
What it replaces
How it works
Franchise-development staff enter each willing franchisee's name, shop, location, vertical, tenure, and units owned, and can toggle them unavailable any time.
A rep filters the roster by vertical, picks a validator, and requests or schedules a call for a prospect. Status moves from Requested to Scheduled.
After the call, the rep marks it Completed with a 1-5 rating and notes, or No-show. A 4-5 rating auto-advances the prospect's stage, subject to the FDD review-window guard.
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.
Questions
Explore more
Inquiry → qualified → discovery day → mutual evaluation → award. Custom, renamable stages; a weighted forecast; a real territory-conflict flag.
Multi-touch email/SMS/task cadences with day-based spacing. A Twilio power dialer. AI turns the rep's own call notes into structured, disposition-tagged summaries.
A rolling 60-day calendar of every scheduled prospect visit, a 5-item prep checklist backed by real data (not a note field), and an AI briefing that pulls the prospect's real history — replaces the spreadsheet most franchisors still run this on.
A 4-step sales playbook with target timelines and live conversion rates. A versioned FDD document library. A real compliance audit log built from actual pipeline activity.