The FranDev Living Filing Cabinet 🗂️
Mainstream Boutique Franchising · Real-time team resources, always current
Lead re-engagement KPIs, status distribution, working-pipeline card, channel mix. Used by Clay + Katie weekly to dissect what's working vs not, and for CEO reporting.
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.
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.