Every active initiative, where it stands, and what's next.
Single-pane view of every workstream feeding leads to the closer. Quarterly bets, milestones, modeled lead-volume lift per project — full year-end view at a glance.
Next: Add Initiative A (existing-customer pitch) + Initiative B (referral program) lift modeling once launched.
Katie is fully integrated into FranDev. All 31 sync fields built, Workflows A & B firing, Lead Engagement tab v2 live, training guide shipped, CEO dashboard rebranded.
Next: Create FDD Sent internal notification template, then flip Workflow C live.
Sales Process Map + Customer Journey Map drafted for all 5 stages, both current and near-future state. Franchise Persona shipped. Journey Visual shipped and live — side-by-side salesperson/lead layout with current/future toggle. Canonical artifacts now live in FranFiles.
Next: 1) Clay review pass · 2) Confirm or adjust · 3) Clay + CEO walk-through · 4) Revise on CEO feedback · 5) Share with team.
Webflow → Shopify migration shipped. Three franchise pages live, sitemap submitted (3,025 pages discovered), GSC verified, all franchise URLs indexed. CRO audit shipped May 1 — Calendly CTA + form button refresh + Microsoft Clarity installed on franchise pages only.
Next: First weekly Clarity review one week post-install, then full SEO audit (SemRush/Ahrefs/Moz).
Project tracker placeholder. Scope, plan, and punch list to be defined in upcoming working session.
Next: Define objectives, key milestones, and first-pass timeline.
Project tracker placeholder. Updated resale guide for existing franchisees looking to exit. Scope and content outline to be defined.
Next: Define audience, scope, and content outline.
Project tracker placeholder. Strategy for the Mainstream Boutique domain ecosystem (corporate, franchise, store-level). Plan and punch list to be built.
Next: Audit current domains, define hierarchy and roles.
Performance dashboards, sales process reference, Katie's training guide, ideal franchise persona. Ongoing resource — not a time-bounded project.
Annual cycle · Clay-owned · kickoff TBD
Packaging the multi-unit-first sales motion · scope TBD
Refresh the dataset as new top performers are identified · target spring 2027