Create a ‘new client’ package that we rinse/repeat with each closed/won franchise deal.

📌 Phase 1: Sojo AE → AM Intro

🎤 Client Communication & Engagement

• [ ] Provide “Intro to Sojo” marketing announcement for new franchise locations
  • Designed for franchisees to send to homeowners, highlighting their partnership with Sojo
• [ ] Support Franchise Account Manager (FAM) with onboarding collateral for check-in calls:
  • FAQs
  • Client feedback & requests
  • Best practices
  • New product offerings
  • Rebranding discussions
  • Sojo company updates

🤝 Warm Handoff Materials

• [ ] Collaborate with AE and FAM to coordinate 6-month check-in trip announcement (Key Accounts only)
• [ ] Design and provide talking points or collateral to get new clients excited for recurring partner check-ins

📣 Ongoing: Franchise-Specific Outreach

📬 Content & Comms

• [ ] Publish monthly franchisee Sojo Digest:
  • Public welcome/announcement for new franchisees
  • Highlights shared internally and on LinkedIn
• [ ] Share franchise-related stats quarterly:
  • Growth metrics
  • Engagement stats
  • Case studies (optional)

📅 Recurring Communications

• [ ] Support with content for monthly or quarterly Franchise Partner Check-In calls
  • Slides, agendas, updates

🔁 Franchisee Referrals

• [ ] Develop Franchise Referral Program collateral
  • Includes incentive tiers based on AOV or unit count
• [ ] Create sharable internal flyer or partner-facing page for referral program