🙏 Needs from Marketing here

Phase 1: Sojo AE to AM intro

• Warm handoff call from AE to dedicated Franchise Account Manager (FAM)

  • If account is listed as a Key Account for franchise - FAM will schedule a 6 month check-in trip during this intro call. AE may be included in this based on upsell opportunity.

• Include new client on recurring (monthly?) franchise partners check-in call - and get them excited to attend.

  checkin calls are used to discuss:

  FAQ’s

  Client feedback/requests

  Best practices

  Any new product offerings

  Any rebranding conversations

  Sojo updates (if any are coming)

• New Location is provided with an ‘intro to sojo’ marketing announcement - to provide to their homeowners highlighting how amazing it is that they are working with us.

• Discussion around any other products they are considering adding down the road or seasonal gifts they’ve been interested in providing.

Ongoing: franchise-specific outreach

New franchisees joining sojo are publicly announced/welcomed via monthly franchisee sojo-digest

• marketing announces this on LinkedIn

Franchise related stats are shared every quarter

Franchise Partner Check-In calls are held either monthly or quarterly

Franchisee Referrals

Franchisees are incentivized to refer other franchisees, with exclusive franchise referral program.

Incentivized based on either AOV or number of units?

Quarterly sojo Franchise Review:

Meeting to go over performance for all franchises:

• How are we pacing with quotas?
• What is retention looking like?
• What do we have coming down the road with outreach efforts/new products, etc.