Intern
What you actually do
Pilot and lock tests. You are governance, not a zip sender.
Library / coaching franchises / Coaching franchises inherit a brand and whatever HQ forgot to lock
Coaching franchise HQ ships a snapshot. Locations invent stages named after personalities. Roll-up at QBR is a negotiation. This vertical wires locked discovery/enroll jobs, local offer names, a pilot location, and HQ speed-to-lead on shared definitions — not a zip emailed on Friday.
Coaching franchise HQ ships a snapshot. Locations invent stages named after personalities. Roll-up at QBR is a negotiation. This vertical wires locked discovery/enroll jobs, local offer names, a pilot location, and HQ speed-to-lead on shared definitions — not a zip emailed on Friday.
The weekly HQ number is % of locations with write-in true on a test, plus blended show rate only after definitions match. A blended number on drifted stages is fiction.
Coaches will create 'Mary’s pipeline'. That is a ticket, not creativity.
Training is inside day-1: test form, test book, who owns replies. A Zoom after go-live is how WhatsApp wins.
Stolen leads need timestamps, not culture talks.
Two brands in one sub-account without a brand field will mix automations. Brand is first-class if you have it.
Intern
Pilot and lock tests. You are governance, not a zip sender.
Operator
Core locked. Pilot. Version. HQ numbers that mean one thing. Stolen leads visible.
CEO
A franchise CRM is a product. Zip files do not roll up. Locked jobs and a signed pilot are the system.
HQ snapshot version, locked stages (inquiry, discovery booked/held, enrolled), local offer fields, location user roles, routing, stolen-lead visibility, HQ scoreboard, day-1 location checklist.
Inquiry writes the same stages in every location; local cannot rename them
Calendly/GHL calendar at location still writes HQ-defined jobs
Snapshot apply → QA checklist; pilot before fleet
HQ sees speed-to-lead and show rate with one definition
Inquiry, booked, held, enrolled, lost. Print. Roles prevent rename.
Why: Franchise reporting dies on nicknames.
Done when: Location test user cannot rename Discovery booked.
Offer nickname, hours, GBP, users. Requests to change jobs go to HQ SLA.
Why: Unnamed exceptions become sacred locally.
Done when: Page exists.
Apply, QA, train, then two — not thirty.
Why: Fleet blast is trust death.
Done when: Signed checklist.
Speed-to-lead, show rate, enroll. Same definitions.
Why: Spreadsheet rituals at QBR mean the CRM failed.
Done when: A weekly view that does not need translation.
Version, notify, breaking vs safe.
Why: Surprise updates train shadow CRM.
Done when: Last change has a row.
Locked vs local page. Permissions test. Pilot checklist. Scoreboard definitions. You do not customize Site 12’s moods.
Friday snapshot to all, more franchisees on GHL, or a custom pipeline for a loud owner. Growth on drift is QBR fiction.
Zip. Everyone admin. WhatsApp. HQ dashboard nobody believes. That is a brand with 40 CRMs.
Locations passing a write-in test, show rate on locked definitions, snapshot version adoption.
Method can be local notes. Jobs cannot. Discovery held is held.
SLA on requests. Not everyone-admin.
Yes if it writes locked stages. No if it is a second database.
This week
This week: lock jobs, local page, one pilot, permissions, definitions sheet. No fleet blast.
New patient, recare, and unscheduled treatment are three journeys. One 'we miss you' is not a DSO.
Read ↗Call volume is national. Booking is local. Drift is how you pay for ads twice.
Read ↗Day 7–21 after intro predicts member vs lapse. Club WhatsApp is not that clock.
Read ↗Working notes
What HQ should lock, what locations can change, and how rollout actually works. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system — not for a tour of tools.