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II. PROCESS
OVERVIEW
1.1
1.2
STEP ACTIVITY
Head Office: Activate all necessary training as per contract specification. Setup
Launch Pad
Value Builder
Franchisee: Complete initial training within an acceptable amount of time. Typically not more than 2 weeks.
1.3 Franchisee: Marketing Plan Setup and Meeting with HQ to finalise and action
1.4 Franchisee: Business Plan Setup and Meeting with HQ to finalise and action
1.5 Franchisee: Identify local networking events to attend.
1.6 Franchisee and head office: Establish local franchisee networking event
1.7
Franchisee: Identify and set up strategic partnerships (Brokers; Accountants; Financial Advisors; etc.)
1.8 Head Office: Set up franchisee Teamwave account and train franchisee on use
1.9 Franchisee: Log leads from Networking events into Teamwave.
1.10 Franchisee: Book free health checks with Teamwave data base.
1.11
Franchisee: Start setting up seminars and workshops from data base, but also use seminars and workshops to grow data base.
1.12 Franchisee: Follow up with pipeline on diagnostic meeting
1.13 Franchisee & Head Office: Three-day infield support and Sales training
1.14 Franchisee: Follow Sales Process