Flight Plan · Week 1

Week 1 — Intake

Engage your leads. Schedule and conduct intro calls. Start moving them through the Intake bucket.

Goal: by Friday, several intro calls in the books

We live here this week Stage 1 of 5 · Intake

Intake

"Is this a real prospect worth our time?"

Form submission + automated welcome sequence (email + SMS) — runs automatically when the lead inquires
Introductory call conducted
Application sent to lead via lead status step change
Application completed — minimums met, realistic funding path, no red flags
FDD sent to lead through Portal
FDD Receipt signed by lead via portal
Pre-qualification passed by candidate

Week 1 anchor: the highlighted step is your starting line. The leads in your "Mine" view have already submitted the form — your job this week is to drive them to the next step (intro call) and start moving them deeper.

This Week's Goal

Engage your pre-allocated leads. Schedule and conduct introductory calls. Move them into Intake.

Stretch goal: if a great call happens and the lead is ready, move them to Application Sent status — the application email fires automatically.

You probably won't get to FDD this week — that's intentional. Sending FDD now requires a completed application first (recent process change). We'll cover applications and FDD next week.

Your Leads

30–50 most recent inquiries, pre-loaded in your "Mine" view

You start with a curated list — the freshest 30–50 leads who submitted the franchise inquiry form. Recency matters: these leads still remember submitting the form, and their response rates are highest while it's fresh.

Where to find them: Sales Module → Lead Management NEW → toggle to Mine. Full walkthrough on the Pre-Flight page.

Working order suggestion: sort by most recent submission first. Work the top of the list down. Leads at the bottom of the list are ~30 days out and likely cooler.

Outreach — Your Call

Call. Email. Text. Or some combination. Up to you.

FranConnect has native actions for all three: Send Email, Send SMS, Log a Call. Every attempt gets logged in the Lead Engagement tab — that's the rule.

Default playbook (you can riff on this):

Day 1: Personal email or SMS to introduce yourself, reference their inquiry, propose a quick intro call
Day 2–3: If no reply, follow up with a different channel (called email? try SMS — and vice versa)
Day 4–7: One more attempt, different angle (e.g., share a relevant resource, ask a question instead of pitching a call)
After 3–4 attempts with no reply: mark them disengaged and move on

Suggested templates and starter messaging will live here as we build them out — for now, write in your own voice.

Intro Call Training Plan

Three rounds of practice before live leads

Before you take real intro calls solo, we run three structured practice rounds. Goal: muscle memory + confidence with the call's foundations (what we can say, what we can't, how the call should flow).

Role play 1: Katie as the prospective franchisee, Clay as Clay.
You sit in the lead's seat. Clay runs the call as he would in real life. You feel the pacing, the questions, the rhythm. Debrief after — what felt natural, what felt clunky, what was unclear. Foundation for what an intro call actually sounds like.
Role play 2: Clay as the prospective franchisee, Katie as Director of Franchise Development.
You're the salesperson now. Clay plays a realistic lead. You drive the call. Debrief covers what worked, where you got tripped up, what to adjust.
Live test: Corey + Clay each submit the franchise inquiry web form (separately, like real leads).
You take both of us through the full Intake process — outreach, scheduling, intro call, follow-up. Two reps, two different "personalities" to handle. By the end of this, you've worked your first two leads end-to-end before touching real ones.

Format: Zoom or phone — your choice. Whichever you'd actually run with a real lead.

What "Done with Week 1" Looks Like

By Friday of Week 1:

Outreach attempted on every lead in your Mine view (most recent 30–50)
Activity logged in Lead Engagement for every attempt — channel, outcome, date
Intro calls conducted with whichever leads responded (target: as many as you can land — there's no hard quota week 1, the goal is reps)
Disengaged leads marked disengaged after 3–4 attempts with no response
Stretch: 1–2 leads moved to Application Sent status (application email fires)
Comfortable with the tools — Lead Engagement tab, native FC actions, your own voice

Week 1 success isn't a number — it's reps + comfort + a lead or two starting to move. Numbers come later.

From Corey: "Be yourself. Make connections with leads. Get them through the intake process. The framework here is a guide — use what works, drop what doesn't, find your own rhythm."