Katie's Week 1 Training — Mainstream Boutique FranDev

1

Kickoff Goal

Your Week 1 mission, in one paragraph.

WEEK 1 MISSION

Get the cold leads warm again. Get a few of them on a call with you.

We have 1,681 non-dead leads in the pipeline. Most haven't heard from us in a while. This week is about introducing yourself, reopening the conversation, and booking the first few introductory calls.

By the end of Friday, the goal is: you're comfortable moving leads through Re-engagement, you've sent outreach to your priority list, and you've conducted (or have scheduled) your first introductory calls with the leads who responded.

What success looks like this week

You know the tools — Lead Management, the Lead Engagement tab, how to move a lead's status, how to log a call or send a note.
Your priority list is worked — the freshest-first 10-lead attack list has had outreach sent.
First intro calls are happening — at least a few leads on your calendar by Friday.
You've been through a role-play of the intro call with Clay.

A note on pace Nothing is on fire. Leads have been sitting a while — they'll keep sitting while you get oriented. The first day or two is about getting comfortable. The pipeline isn't going anywhere.

2

Your Workspace

One link. Bookmark it. This is where you live.

Your entire workflow runs out of one FranConnect view — Lead Management NEW. It's pre-filtered and pre-sorted for you. No building queries, no wrestling with filters.

Open Lead Management NEW

https://mainstreamboutique.franconnect.net/fc/control/leads-summary?view=0&fromLeadSummaryPage=yes&cft=a2ad7ddb-838d-4140-ae60-80704deaeba8

Bookmark this URL as "Katie — Lead Management" in Chrome. It's the only one you'll use daily.

What you'll see

The full lead list, sorted freshest-first so the newest inbounds float to the top.
Each row is one lead. Click a lead's name to open their record.
Inside a lead record, you'll see tabs down the left-hand side — Primary Info, Lead Engagement (your main tab), Introductory Call, plus a handful of others. More on Lead Engagement below.

Don't get lost in the weeds FranConnect has a lot of modules. Ignore them for now. Lead Management + the Lead Engagement tab is 95% of your job this week. You can explore the rest later.

3

Lead Statuses You'll Use This Week

The five statuses inside the Intake bucket — what each means and when you set it.

Every lead sits in one status at any given time. In Week 1, you're working entirely in the Intake bucket — the top of the funnel, from first inbound to FDD being sent. Here's what each status means and when to move a lead into it.

New Lead

Inbound just arrived — form submission, referral, inquiry. Untouched. You'll see these at the top of your list. First move is usually a quick reachout to acknowledge.

Disengaged

Lead inquired but went quiet — no response, no booking, sitting cold. This is where most of our 1,681 leads are right now. These are your re-engagement candidates. You'll move them to Re-engagement - Working when you start working them.

Re-engagement - Working

You've decided to work this lead. Setting this status triggers automation — SMS and email go out from you automatically, and Clay gets notified. This is the big one for Week 1. Full walkthrough in the next section.

Introductory Call Conducted

You've had your first real conversation with the lead. 20-minute intro call is done, both sides know if it's worth continuing. Setting this status also fires an automation — an internal heads-up that the call happened.

FDD Disclosed & Application Sent

Lead is serious enough to review the FDD (Franchise Disclosure Document) and fill out the application. Last stop in Intake before they enter Qualifying. Mostly a Clay step for now — you'll watch and learn in Week 1.

The full picture There are five buckets total — Intake, Qualifying, Closing, Signed, Dead Lead / Nurture. Week 1 is Intake-only. See the Sales Process page if you want the whole map.

4

Your First Move — The Re-engagement Cascade

What happens the moment you change a lead's status to Re-engagement - Working.

The moment you move a lead to Re-engagement - Working, three things fire automatically — no extra clicks, no extra work from you. You're done after the status change.

SMS goes to the lead, from your number, signed by you.
Email goes to the lead, from your email, signed by you.
Internal notification goes to Clay so he knows you've started working the lead.

Why SMS and email go at the same time Different leads respond to different channels. Some read texts and ignore email; some skim email and ignore texts. Both going out together doubles our odds of getting a reply. The two messages use different tones on purpose — the SMS is short and direct, the email is warmer and longer.

Here's what the lead sees

💬

The SMS

Short & direct · from your number

Katie Skrove Mainstream Boutique

Hi [First Name], this is Katie Skrove from Mainstream Boutique Franchising. I saw you previously inquired about opening a Mainstream Boutique — I've taken over our new franchise conversations and wanted to personally reconnect. Quick 20-min intro call to answer your questions?

Grab a time that works: calendly.com/kskrove-mainstreamboutique/franchise-introductory-call

If now isn't the right time, just reply "not now" and I won't keep reaching out. Looking forward to connecting!

(You are so LOVED!)

Delivered

✉️

The Email

Warmer & longer · from your inbox

Inbox Today

FromKatie Skrove <kskrove@mainstreamboutique.com>

To[Lead's email]

Before I was recruiting franchisees, I was one

Hi [First Name],

I'm Katie Skrove, and I want to introduce myself — but first, a quick story, because I think it's the reason I should be the one reaching back out to you.

In 2005, I was sitting where you are right now — a candidate looking at Mainstream Boutique, weighing whether to sign a franchise agreement and open my own store. I did. And through every season you can imagine, I owned and operated that boutique in Minnesota. Every morning open, every holiday rush, every late-night inventory count.

In 2012, life moved my family to Texas and I sold the store. I missed it more than I expected to.

When we moved back to Minnesota in 2015, I walked into the Mainstream Boutique home office and joined the team — first as Director of Franchise Support, and then leading our corporate-owned Mainstream Boutique units. More than a decade later, I'm now stepping into franchise development.

Which means I get the strangest, best gift: I get to sit across from the 2005 version of me — someone considering this brand, wondering if it's worth it — and say the thing I wish someone had said to me back then.

Here's the thing I wish someone had said: the conversation is worth having, even if the answer turns out to be no.

I see our conversation paused a while ago. That happens — most of the strongest franchisees I know took their time before they were ready. I'd love to pick it back up, on your terms. Fifteen minutes, no pitch. Just an honest look at where you are and whether Mainstream Boutique still fits.

Grab a time that works: calendly.com/kskrove-mainstreamboutique/franchise-introductory-call

Or text/call me directly: 612.670.8223

Looking forward to it,

Katie Skrove
Franchising Team · Mainstream Boutique
612.670.8223
calendly.com/kskrove-mainstreamboutique/franchise-introductory-call

And Clay gets a heads-up

At the same moment, Clay receives an internal notification so he knows the lead is now being actively worked.

Clay's inbox

[Re-engagement Started] Katie has begun working [First Name] [Last Name]

from: FranConnect <no-reply@franconnect.com>

One golden rule The automation only fires the first time a lead enters Re-engagement - Working. If you bump them out and back in, nothing re-sends. For follow-ups beyond this initial contact, you'll send them manually from the lead record — we'll cover that in Week 2.

Personalization is automatic

Both the SMS and the email pull the lead's first name in for you. You don't need to edit anything per lead — just set the status, the personalization happens for you.

5

The Lead Engagement Tab

Your custom tab inside each lead record — built for you.

When you open a lead and click the Lead Engagement tab, you'll see three sections stacked top-to-bottom. Each serves a different purpose.

1. Lead Context

12 fields · read-only

Who the lead is — name, contact info, location interest, entry source, date entered pipeline. Auto-synced from Primary Info so you don't have to re-key anything.

2. Re-engagement Status

18 fields · you edit

Where this lead is in your re-engagement process — attempt log (up to 3 attempts), connection details once they respond, disposition, and disengagement reasons if it goes dead.

3. Intake Checklist

10 fields · you edit

Once you've reached the lead, this tracks the Intake milestones — FDD sent, intro call completed, meeting scheduled, etc. Checkbox-style, quick to update.

How this fits with statuses The status dropdown (from Section 3) is the headline — where the lead is in the big funnel. The Lead Engagement tab is the detail — what's happened, what's next, what you've noted. Status = bucket. Tab = your working notes.

Log every attempt — this is non-negotiable

Section 2 gives you three attempt slots. Every time you reach out to a lead — call, text, email, whatever — log it. We use this data to see what's working and adjust the playbook.

For each attempt, fill in all three fields Attempt [N] - Date (when you reached out), Attempt [N] - Channel (call / text / email), and Attempt [N] - Outcome (no answer, left VM, replied, booked, etc.). If you only log the date but skip channel or outcome, we can't learn anything from it. All three, every attempt.

Field order — attempts first, then connection

The section is ordered the way the work actually flows:

Re-engagement Target? → Re-engagement Status — the header. Is this lead in the cohort, and where are they in your cadence?
Date of First Attempt → the three Attempt 1/2/3 Date · Channel · Outcome rows — your attempt log.
Date of First Connection → Connection Channel → Disposition Notes — filled in after the lead responds. What channel finally got them, what you learned.
Disengagement Reason + Disengagement Note (if Other) — only if the lead goes dead. Why did we lose them?
Moved to dead lead status — the final toggle if you decide they're done.

Questions are free If a field is unclear, ignore it and ask Clay. The tab was built for you — we'll refine it based on what actually gets used.