Grid texture
Franchise process library

A reusable franchise onboarding template

Roll out a structured franchise onboarding project for every new unit, with clear sections, assignments, and deadlines. 

Book a discussion call
Get a quote
pexels-edmond-dantes-4347331
new---ps-core-logo_rgb-01
winkworth-logo
Viterma-Logo-Web
bluebird logo
belvoir personal property
Neat method

Get franchisees up and running fast

The success of your onboarding experiences determine the success of your network as a whole. Yet many franchisors follow an unstructured, variable process.

Important tasks slip through the cracks. HQ teams struggle to coordinate. There's no consistent knowledge sharing or training.

Our configurable template puts an end to this. Every franchisee receives the same onboarding experience, with no stone left unturned.  Resulting in faster unit launches and more consistent operations.

The BFA Supplier Logo PNGQFA partner member badge (1)

Frame 275 (1) (1)

How does the template work? 

documents-outline

1. Copy the template

Clone the pre-built template, provided within our comprehensive franchise management software.

 

color-palette-outline

2. Edit the content

Adjust the sections, task lists, and user assignments to align with your unique onboarding model.

folder-open-outline

3. Save the project

Once you've finished customizing, save the project as a new template within the Projects application.

laptop-outline

4. Launch 

Use the personalized template as a foundation for every new franchisee going forward.

Adopt or adapt. It's up to you.

The template is separated into common phases of the franchise onboarding process, including: 

  • Pre-set up and kick-off
  • Site and operational readiness
  • Franchisee training and certification
  • Marketing and launch preparation
  • Unit launch and early support
  • Retrospective and handover

You can keep these sections and the tasks within them. Or you can customize the project to suit your unique onboarding workflow. From there, it's simple a case of assigning task ownership and defining status flows.

pexels-olia-danilevich-5313159

Improve accountability and collaboration

Built using Claromentis' Project Management application, our template doesn't just streamline task assignment. It can help foster greater collaboration and accountability, too.

Comment on individual tasks or sections, upload project documentation or evidence, and keep track of onboarding progress with customizable project views and progress bars.

pexels-fauxels-3182764
Grid texture

Book a discussion call

Are we the right fit? Schedule a 10-minute intro to see if Claromentis is a good match for your franchise network.

Screenshot_7-1-2026_104415_www.claromentis.com

Support new franchisees with our complete FMS 

The franchise onboarding template lives within our comprehensive franchise management software. This means your franchisees have access to a suite of features to help them get off on the right foot. This includes:

  • Centralized operations manuals, SOPs, digital assets, and AI-powered policies.
  • Trackable e-learning courses and pathways. 
  • Internal communications, including news article, blog posts, and announcements.
  • Collaborative franchisee discussion rooms. 
  • Standardized operations templates and automated processes.
UI-connect-every-corner

Part of our franchise process pack

You can access the configurable onboarding template within our helpful franchise process library.

Available for every franchise or multi-site customer, these adaptable templates help you standardize tasks, speed-up daily operations, and instil consistency throughout your network.

Browse the full library
Group 341 (1)

Coming soon: Locations integration

The franchise process pack will soon integrate with our Locations application, meaning you'll have a wealth of unit-by-unit performance data at your fingertips.

This will include franchisee onboarding progress and any related documents stored within your projects. 

Explore Locations
Get a 360 degree view of unit performance

How our onboarding template benefits your franchise network

Improve consistency

Our standardized onboarding process leaves no stone unturned. After cloning and customizing our template, you'll have a repeatable list of tasks for every new franchisee. Meaning no forgotten steps and no knowledge gaps. Every location will follow the same steps, resulting in more consistent operations and customer experiences.

Encourage accountability

Assignments and deadlines hold franchisee and franchisor teams accountable. Communication features encourage better cross-team collaboration. And status updates help you gauge where each task is and when you can expect its completion.

Scale with ease

Creating fresh onboarding projects for every new franchisee wastes time. Our reusable template allows you to scale with ease, rollout training efficiently, and get units launch-ready quickly. 

Get a complete audit trail

Claromentis will record every activity within the onboarding project, meaning you'll have an auditable trail of what tasks were completed, when they were completed, and who completed them. This can be especially useful when investigating bottlenecks, escalating instances of noncompliance, or giving context to early-days unit inspections.

Reduce admin work

Our template digitizes and centralizes the complete onboarding process. This means you don't have to jump between communications tools, battle with printed checklists, or call-up franchisees for progress updates.
pexels-edmond-dantes-4340036

What our franchise customers say about us

Grid texture
“Claromentis’s simple to use set of tools allows us to create a great looking intranet for our franchisees while giving them access to powerful tools for training and learning. The extensive permissions system allows us to control user access and enable franchisees to control their own sub-users and content creation areas. Customer support during the onboarding has been very fast and the online training has been invaluable.”
Verified customer
Real Estate franchise (51-1000 employees)
Grid texture
“Claromentis is a very good platform and we are very excited to use it for our 'Winkworth Hub'.”
Wilfred Tienzo
Digital Tech Lead and Head of
Data Management at Winkworth
Grid texture
“We are pleased to provide our valued franchise partners with secure and personalized access to the Viterma Intranet powered by Claromentis. This platform is designed exclusively for authorized users to facilitate seamless communication, collaboration, and access to essential resources within our franchise network.”
Andreas Bacher
Head of Digitalization at Viterma

Brand audit template features

projects-management-icon

Project and tasks

Receive a structured onboarding project template full of customizable sections and task lists.

user-icon

Task assignment

Assign tasks to franchisee and HQ teams to ensure accountability and alignment. 
secure-password-two-factor-icon

User Permissions

Set granular permissions to restrict project visibility and hide sensitive content from certain users. 

audit-view-icon

Audit Log

Access a complete audit trail of project activity to help you understand successes and challenges.

Explore our complete franchise management solution

pexels-michelangelo-buonarroti-4175328

Franchise training and onboarding

Streamline franchisee onboarding, improve network compliance, deliver health and safety training, and more.

Learn more
pexels-rdne-4921153

Franchise operations management

Automate repeatable processes, ensure seamless internal and external audits, and keep track of unit performance. 

Learn more
pexels-a-darmel-8133852

Franchise compliance

Distribute policies and enforce acceptance, safeguard your sensitive data, and improve regulatory understanding. 

Learn more
pexels-yankrukov-7693716

Franchise intranet and communications

Centralize communications, create one source of truth for documents and assets, and boost franchisee engagement.

Learn more
Grid texture

Get a software overview. 

Explore our FMS

Claromentis franchise onboarding template FAQs

What are the key stages of the franchise onboarding process?

The typical franchise onboarding process contains 6 key stages: 

  1. Franchisee set-up. Signing agreements, sharing operations manuals, providing access to your franchise management software portal.
  2. Site readiness. Preparing the unit location, establishing territory maps, and completing compliance checks.
  3. Training and certification. Including courses surrounding: product, SOPs, health and safety, brand standards, and regulations.
  4. Launch preparation and marketing. Organizing launch dates and events, providing approved brand assets and marketing materials, and liaising with local authorities or communities. 
  5. Early support and guidance. Scheduling on-site visits, providing support channels, and implementing periodic inspections. 
  6. Franchisor retrospection. Reviewing the success of the unit launch, capturing lessons learned, and transitioning to "business as usual" operations. 

The Claromentis franchise onboarding template walks you through every step in this list. However, it's not set in stone. If your onboarding process contains more granular steps, compliance checks, or handover processes, you can customize the template to include them.

We give you the blueprint - you take what works and add more as you see fit. 

How can Claromentis speed up onboarding and franchisee set-up?

Claromentis speeds up franchisee onboarding and set-up by standardizing the process.

Every time you onboard a new franchisee, you'll follow a pre-determined project list comprising key phases and granular tasks. With assigned ownership, statuses, and convenient progress bars, you'll be able to identify and resolve bottlenecks before they turn into week or month-long delays. 

Grid texture

Ready to see it in action? 

Book a personalized demo of our franchise management software and configurable onboarding template today. 

Book a personal demo
Get a quote
Illustration showing key features of Claromentis platform.