Master Franchise deployment guide

Your gu ide to becoming an In te ro f ranch ise .

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Table of conTenTs

GETTING STARTED

Master F ranchise Deployment Timel ine & Overv iew

Master F ranchisor Fundamenta ls

I tems You Must Have for Grand Opening

MARkET RESEARcH

Act iv i tes to Be completed

Genera l Economic Trends

consumer Rea l Estate Research

Indust ry Research

Brokerage Indust ry P rof i le

Rea l Estate Pract ices and Procedures

Real Estate Legal I ssues

Indust ry Associat ions and Resources

Brokerage and Pract i t ioner P rof i le

Technology Prof i le / Usage

Market ing Tools

Tra in ing and Educat ion

compet i tor Research

BUSINESS PLANNING

Bus iness P lanning check l i s t

Master F ranchisor Organizat ional char t

SWOT Analys is

St ra tegic P lan Development / Rev iew

Miss ion Statement Worksheet

core St ra tegies

Deta i led Outcomes

Deta i led Outcomes Worksheet

Establ ish ing Review Processes

Depar tment Development P rocess

Def in ing Opt imum Per formance

communicat ing the P lan

Operat ions Pol icy Manual

Operat ions Pol icy Worksheet

F INANcIAL DEvELOPMENT

F inancia l Development check l i s t

Rev iew and Adopt Account ing Sof tware

Establ ish Operat ional Budgets

Establ ish a common char t of Accounts

Establ ish Payment P rocedures with Intero

Internat ional F inancia l check l i s t :

Es tabl ish NAF Trust Accounts

Specia l P ro ject : Adapt Off ice Operat ions Handbook (Pol ic ies and Procedures)

Operat ional Act iv i t ies

FRANcHISE SALES DEvELOPMENT

Franchise Sa les Development check l i s t

Rev iew In i t ia l F ranchise Sa les Deployment Model

F ranchise Sa les P lanning Template

Establ ish the Pr ic ing Pol icy for F ranchise

Establ ish Min imum Serv ice Fee

Develop Regional Market Analys is

Adapt Broker Qual i f icat ion Packet for F ranchise Appl icat ion Packets

Adapt and approve F ranchise Agreement ( In tero Approval)

F ranchise Sa les Deployment Para l le l P rocesses

F ranchise Sa les In terna l Resources Development

F ranchise Sa les Depar tment Responsibi l i t ies

Develop Organizat ion St ructure

Hi r ing with in F ranchise Sa les Depar tment

F ranchise Sa les Equipment and Resources L is t

Developing Your F ranchise Sa les Team

Franchise Sa les In terna l Act iv i t ies Development wi th Other Depar tments

Rev iew and customize Brand Market ing Mater ia ls

Other ideas for F ranchise Sa les Market ing

PR for sof t launch f ranchise sa les market ing

customize and Del iver F ranchise Sa les Tra in ing course

Franchise Sa les Externa l Development Act iv i t ies

Develop l i s t of potent ia l ear ly adopters

Develop a Sa les / Market ing P ipel ine

Adapt Trans i t ion Mater ia ls for Ear ly convers ions

Trans i t ions: Adapt / Develop Awards Program, Standards, and Track ing Tools

Trans i t ions: Rev iew Ident i ty Standards with af f i l ia tes ( logo usage, s igns, mater ia ls , e tc)

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Table of conTenTs

MARkETING DEPARTMENT

Market ing Depar tment Responsibi l i t ies

Market ing Depar tment Organizat ional char t

Market ing Depar tment Job Qual i f icat ions

Specia l Roles : In teract ive Market ing

Market ing Depar tment Equipment and Resources L is t

Market ing Depar tment Para l le l P rocesses

Developing a Sof t -Launch Press P lan (Also See F ranchise Sa les)

F ranchise Sa les Tools

Guidel ines for Adapt ing Ex is t ing Resources for Use in Your count ry

Publ ic Awareness campaign

Aff i l ia te Serv ice Market ing

vendor Re la t ionships: Mater ia ls Suppl iers and Market ing Resources

Websi te Needs Assessment and Des ign Review

Websi te Needs Assessment and Des ign Review

Interna l In f ras t ructure Development

INTERNAL INFRASTRUcTURE DEvELOPMENT

Account ing Depar tment Job Responsibi l i t ies

Account ing Depar tment Organizat ional char t

Account ing / Broker Report ing

TEcHNOLOGY DEPARTMENT

Technology Depar tment Responsibi l i t ies

Technology Depar tment Organizat ional char t

Technology Depar tment Equipment and Resources L is t

Implement ing Brand Systems

Establ ish interna l and af f i l ia te technology s tandards

PRODUcT cONvERSION AND DEvELOPMENT

Product convers ion and Development Depar tment Responsibi l i t ies

P roduct Development Organizat ional char t

P roduct Development Job Qual i f icat ions

Product Development Equipment and Resources L is t

P roduct convers ion and Development : Advisory commit tees

AFF IL IATE SERvIcES

Aff i l ia te Serv ices Depar tment Responsibi l i t ies

Af f i l ia te Serv ices Organizat ional char t

Af f i l ia te Serv ices Equipment and Resources L is t

Af f i l ia te Serv ices suppl ier and technology par tners

AFF IL IATE SERvIcES

Des ign Serv ices – Adapt processes, models , tools f rom U.S. Brand

Business consul tant ’s Responsibi l i t ies and Act ions

Trans i t ions

Broker Or ientat ion Program

Awards and Recogni t ion Program

EDUcATION DEPARTMENT

Educat ion Depar tment Responsibi l i t ies

Educat ion Depar tment Organizat ional char t

Educat ion Depar tment Job Qual i f icat ions

Educat ion Depar tment Equipment and Resources L is t

Educat ion Depar tment Suppl ier and Educat ion Par tners

Adapt ing Ex is t ing Brand Mater ia ls

Rev iew / Adapt course cur r icu lum

PREPARING FOR IMPAcT

P lanning for Impact

company Owned Brokerage Deployments

I tems You Need for company–Owned Deployments

APPENDIx

Appendix A: Brand Tools

Appendix B: Systems and Descr ipt ions

Appendix c: Glossary of Terms

Appendix D: Abbreviat ions

Appendix E: Master F ranchise Schedule of Est imated Star t -Up costs

Appendix F : Broker Trans i t ion / Or ientat ion Program – Out l ine of Events

Appendix G: Sample char t of Accounts

Appendix H: In tero Internat ional P ress Re lease check l i s t

Appendix I : Wi re Transfer Ins t ruct ions

Appendix J : Sample Advert isements

Appendix k: Brand Facts Sheet

Appendix L : Brand Sa les Associate Tra in ing course

Appendix M: Brand Univers i ty course cata log

Appendix N: Annual Media ca lendar (PDF)

Appendix O: Job Descr ipt ions

IMPORTANT cONTAcT INFORMATION AND DATES

vendor Informat ion

Important Dates

In tero Execut ives and corporate contacts

Help contacts

Trust • Respect • Confidence • Focus • Self Control • Open Communications

Friendship Fun • Professionalsm • Enthusiasm • Competency • Compassion

Innovations & Entrepreneurship • Integrity • Loyalty • Team • Commitment

MASTER FRANCHISE DEPLOYMENT

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• Mas te r Franch ise Dep loymentT ime l ine &Over v iew

• Mas te r Franch isor Fundamenta ls

• I t emsYouMus t Have fo rGrandOpen ing

whaT’s included

GeTTinG sTarTed

GettinG Started.

Our cul ture and the Intero bus iness system we’ve developed is a t the hear t of our Master F ranchise system.

This comprehens ive Master F ranchise guide and workbook wi l l he lp you dur ing your launch and opening. I t inc ludes check l i s ts , worksheets , deta i l s and informat ion about the Intero Bus iness System and more.

PERIOD INIT IATED AND ONGOING SPECIF IED ACTIONS

WEEk 1 – 4 Dur ing th is per iod, market data wi l l be gathered (ex is t ing data va l idated) and key metr ics a f fect ing the operat ions plan and in i t ia l f ranchise development wi l l be ident i f ied.

• DevelopMarket Study• Document Indust ry Study• Researchconsumerneeds

WEEk 4 – 6 MASTER OPERATIONS

Ini t ia l operat ional act iv i t ies cont inue, inc luding h i r ing, brand mater ia ls convers ions/development , and developing operat ional procedures and f ranchise sa les act iv i t ies for ear ly adopters .

• Revisebus iness plan• Implement F ranchiseSa les

P lan, inc luding t ra in ing• Star t sof t PR launch• Conver t keysa les , market ing

and af f i l ia te serv ice tools f rom Intero brand l ibrary

• Develop In i t ia l Va luePackageand Presentat ion

• Hi re keys ta f f

WEEk 4 – 24 NEW AFF IL IATE OPERATIONS

For ear ly f ranchise sa les (convers ions) , in t roductory support serv ices need to be del ivered dur ing th is per iod, inc luding brand systems, tools , t ra in ing and market ing.

• Or ient newof f ices• Tra in onkey i temssuchas

report ing, brand technology, market ing pieces, recru i t ing

• Fol lowupf ranchisesa lest ra in ing

• In i t ia l broker or ientat ion

WEEk 6 – 24 MASTER OPERATIONS

Ongoing development of in terna l in f ras t ructure, a f f i l ia te serv ice s t ructure, technology and educat ion.

Near week 10, an Aff i l ia te Serv ice s t ructure should s ta r t to emerge.

Throughout th is phase, a major i ty of act iv i ty inc ludes re–purposing of ex is t ing brand mater ia ls f rom the Intero l ibrary.

Ongoing interna l h i r ing, f ranchise sa les and department development .

• Developaccount ingsystems• St ructure report ingandawards• Createmarket ing( f romsa les &

brand awareness)• Deploy technology(af f i l ia te)• Hi re bus iness consul tants /

af f i l ia te serv ice managers• Establ isheducat ional serv ices

WEEk 24 OR LATER Toward the 24th week, master operat ions should a im toward cr i t ica l mass for “ impact” and hard launch to the publ ic .

Development of “s ta r tups” or company owned operat ions usual ly begins a t th is point .

• Completeoperat ionalassessment ( in terna l and sa les goals)

• Impact

MaSter FranCHiSe dePLOYMent: tiMeLine & OVerVieW

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MaSter FranCHiSe dePLOYMent: OVerVieW

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MaSter FranCHiSe dePLOYMent: tiMeLine