The FranDev Living Filing Cabinet 🗂️
Mainstream Boutique Franchising · Real-time team resources, always current
The vitals of your franchise sales funnel — at a glance. Pipeline + intake health, refreshed weekly from FC. (Iteration 1 — placeholders until the FC report is wired up.)
The five-stage FranDev pipeline — Intake, Qualifying, Closing, Signed, and Dead Lead / Nurture — with the checklist each lead must clear to advance. Reference doc for Katie, Clay, and leadership.
Side-by-side salesperson + lead view across all five stages, with a current-state vs. near-future-state toggle. The companion to the Sales Process map — what the lead and the FranDev team are each experiencing at every step.
The detailed build-out behind the visual — phases, status, the 5-step Clay + CEO review loop, and the artifacts that fed it. Read this when you want the story; open the visual when you want the picture.
Onboarding field guide for Katie — kickoff goal, workspace walkthrough, Intake-bucket lead statuses, the Re-engagement cascade (SMS + email that fire when you move a lead to Re-engagement-Working), and a Lead Engagement tab overview.
Internal team reference — the woman we're looking to grow alongside. Who she is, what she brings, what ownership looks like, and how the persona should shape intake, copy, validation, and closing. Living document; refresh as our data matures.
Prospect-facing shareable version. Warmer tone, Cardo serif typography, ends with an invitation to start the conversation. Use for early-lead follow-ups, validation touches, and "is this me?" moments.