Springboard to Success: Lifecycle Series
Springboard for Success: Lifecycle Series

Springboard To Success:

Managing the Lifecycle Series

Springboard for Success: Lifecycle Series

Springboard To Success:

Managing the Lifecycle Series

Our popular six-part Managing the Lifecycle Series is now
On-Demand to watch as your time permits.

Use our workbooks to apply the principles,
and build on each success!

Session One: Get Your Data Straight
  1. The five critical pieces of information you should be keeping
  2. How to check the quality of your current information
  3. Recommendations for updating that information
Session Two: Outline Your Calendar
  1. What kinds of events happen to all franchisees at the same time (taxes, etc)
  2. What kinds of events happen at different times for different franchisees
  3. Recommended action for reminding franchisees when these dates are coming, and tracking their actions
Session Three: Keep It Clean & Fresh
  1. Identifying information that’s important to you, and streamlining your view of each Franchisee in Information Manager
  2. Adding tabs and fields to follow the information you want to keep
  3. Importing information to Information Manager
Session Four: Automating Data Refreshes
  1. Campaigns and workflows that trigger at the times you set
  2. Webforms for your franchisees to use to update their information
  3. Setting up an opportunity to verify the information before it goes into the Information Manager

Session Five: Plan For Change
  1. Transfers of ownership – how to show the new owner information while retaining past owner information
  2. Transfer and termination action checklists – do you have a standard procedure? Would you like to track it?
  3. Keeping multi-unit owners’ information correct, and giving them access to all of their units at once in FranConnect
Session Six: Secure Your Data
  1. User Types and Roles to limit what users see
  2. Deactivating Users
  3. Giving Franchise users Unit Admin Access, so that they can administer their own users
  4. Password Security
  5. Securing Personally Identifiable Information

Session One: Get Your Data Straight
  1. The five critical pieces of information you should be keeping
  2. How to check the quality of your current information
  3. Recommendations for updating that information
Session Two: Outline Your Calendar
  1. What kinds of events happen to all franchisees at the same time (taxes, etc)
  2. What kinds of events happen at different times for different franchisees
  3. Recommended action for reminding franchisees when these dates are coming, and tracking their actions
Session Three: Keep It Clean & Fresh
  1. Identifying information that’s important to you, and streamlining your view of each Franchisee in Information Manager
  2. Adding tabs and fields to follow the information you want to keep
  3. Importing information to Information Manager
Session Four: Automating Data Refreshes
  1. Campaigns and workflows that trigger at the times you set
  2. Webforms for your franchisees to use to update their information
  3. Setting up an opportunity to verify the information before it goes into the Information Manager

Session Five: Plan For Change
  1. Transfers of ownership – how to show the new owner information while retaining past owner information
  2. Transfer and termination action checklists – do you have a standard procedure? Would you like to track it?
  3. Keeping multi-unit owners’ information correct, and giving them access to all of their units at once in FranConnect
Session Six: Secure Your Data
  1. User Types and Roles to limit what users see
  2. Deactivating Users
  3. Giving Franchise users Unit Admin Access, so that they can administer their own users
  4. Password Security
  5. Securing Personally Identifiable Information

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