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FranDev Lab
For Franchisors using HubSpot to grow.
Turn HubSpot from a source of stress into a source of truth for franchise sales and development.
HubSpot for Franchise Sales & Development
Why HubSpot?
HubSpot is the best CRM for franchise sales and marketing. It has all the power and capabilities that Franchisors need.
The challenge for you as a Franchisor is aligning it with how you run FranDev. And it's easier than it seems.
Why FranDev Labs?
Your FranDev setup in HubSpot should work as well for you as your systems work for your Franchisees.
FranDev Labs is HubSpot expertise + experience doing it for FranDev. For less than the cost of a HubSpot Admin employee, usually around the price of 2 Franchise Fees.
Any of this sound familiar?

"No one is managing HubSpot."

“Our Zee/Owner/Owner Group data is a mess!”

"Can't we automate this?"

"Reps have too much busy work."

“Tracking opportunities is too hard.”

“We know HubSpot can do this, but we don’t know how!”

“We don’t know where things are or how to do get stuff done.”

“Everyone’s reports have different numbers!”

"I already have responsibilities and now I've been given HubSpot to manage?!"
Franchisor-specific HubSpot Setup

Franchise Sales Pipeline & Process

Get your Franchise Sales pipeline set up in HubSpot according to best practices. Automation and reporting, alerts for aging FranDev Deals, sequences for rebooking no-shows, properties to collect your Franchise's unique datapoints, Dashboards for Reps and Leaders, Deal Close Date monitoring…the list just keeps going.

Franchise Marketing Automation & Support

Automation, attribution and best practices to support your FranDev lead generation and nurturing.

FranDev Fundamentals and HubSpot Best Practices

FranDev Lab has developed fundamentals and best practices for Franchisors using HubSpot. Get cleaner data, better contact management, safe permissions, user management; all the technical stuff you don't want to worry about.

Broker Management & Automation

Manage relationships with Brokers, automate updates to Brokers as Deals advance through the Franchise Sales pipeline. Quickly view and report on Broker Deals won, lost, and in progress.

Transfer Pipeline & Process

Manage and report on Transfers or Resale of locations and territories between Franchisees and of Company Owned outlets.

Location/Territory Development & Management

Manage Territories or Locations throughout the lifecycle: Development, Launch, Operating, and Closing. Keep all the data and relationships clean and up-to-date.

Agreement Data Management

Store the status and critical data about Franchise Agreements and their relationships with Owner Groups and Locations. Put terms where people who need them can find them.

Franchisee & Owner Group Management

Tools and properties effectively track Owner and Owner Group records in HubSpot. Put the right data in the right place.

Goals & Reporting

Set and track goals for your all your teams and processes. Get clean, standardized Dashboards and Reports for all your teams.

606 & FDD Support

With clean Franchisee, Owner Group, Agreement, and Location data, annual reporting is a lot less time consuming and stressful.

Want a taste of the FranDev Lab?
Subscribe to FranDev Lab Report
The FranDev Lab Report is my newsletter for franchisors using HubSpot to grow.
Free: 2 posts per month to help Franchisors get more out of HubSpot.
Upgrade: 1-2 additional posts per month, topics specifically for Executives and Leadership Teams, Deep-dive video playbooks, additional examples, templates, tools, and frameworks.
How the FranDev Lab works
1
Discovery Call
  • We’ll make sure the FranDev Lab is a good fit for your Franchise. It’s not for everyone.
  • Where do you need help and have breakdowns right now.
  • Who should be involved and when.
  • Which FranDev Lab elements do you need.
  • Identify and prioritize quick, lasting wins.
  • Talk about your timeline.
2
Enter the FranDev Lab
  • Sign on and we get started!
3
FranDev Lab Diagnostic Report
  • We do a deep dive on your current setup and data.
  • Meet with Stakeholders to drill down on specific needs and plans.
  • Create your sandbox FranDev Lab configuration.
  • Deploy FranDev Foundations setup in your HubSpot.
4
Quick, Lasting Wins and Rollout Plan
  • Review your sandbox FranDev Lab configuration with stakeholders.
  • Work with stakeholders to create the rollout plan for each feature and department.
5
Rollout & Adoption
  • We rollout your FranDev Lab configuration and features.
  • Typically features are rolled out in 2-4 week sprints (based on your bandwidth) to avoid overwhelming your team.
6
Ongoing Advising
  • "HubSpot QBRs" with each team's leaders to keep things moving.
  • Maintain, improve, and expand your FranDev system to serve your Franchise better.
Let's get started.
Ready to make HubSpot a source of truth, not a source of stress?
Who's FranDev Labs?
(Joshua) Oakes
You can call me Josh, Joshua, or Oakes. Do I know HubSpot? Yes. Have I worked in the Franchise space? Also yes. Do I want to help your Franchise Development run better on HubSpot from lead to operating Franchise? Yes again.
HubSpot is the worlds best CRM for FranDev. Your challenge as a Franchisor is that franchising is unique and so is your Franchise System. You need HubSpot to work for you. FranDev Labs will help.

Why Franchisors? Franchises create business owners. Franchising takes unhappy salary earners making good money to hard working, self-actualized business owners employing people in their community. Franchises do something no other industry does.
LinkedIn: joshuaoakes
FranDev Lab Report
The newsletter for franchisors using HubSpot to grow.
Capabilities
All of FranDev Labs services are tailored specifically for Franchisors and Franchise Development.
  • HubSpot Implementation for FranDev
  • HubSpot Audit
  • HubSpot Admin
  • Marketing Hub
  • Sales Hub
  • Ops Hub
  • Service Hub
  • Integrations
Partners
  • HubSpot
  • Arrows
  • PandaDoc
  • Databox
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