Spinco faced major challenges in onboarding new franchise locations. The process was managed primarily through emails, spreadsheets, and scattered documents, leading to delays, missed steps, and a process that was unscalable when managed by a single person.

I designed and built a Franchise Onboarding System in Airtable, capable of handling 20+ new franchises per year (and scalable to more). The system covers the full onboarding lifecycle:

• Application Tracking & Financial Approvals: Franchise applications logged and processed with automated checks and approvals with 100+ applications per year.

• Build-Out & Launch Management: Every stage from real estate, construction, and marketing to final launch is tracked.

• Automated Workflows: Document requests, reminders, conditional approvals, and notifications were automated, reducing manual follow-up.

• Comprehensive Tracking: More than 150 steps per franchise are monitored in Airtable, ensuring nothing is missed.

• Leadership Visibility: Dashboards gave executives a real-time overview of each franchise’s progress, bottlenecks, and readiness to launch.

The system not only replaced a patchwork of tools but also made the onboarding process scalable, transparent, and efficient.