Standardize your franchise operations with a suite of customizable templates
Enhance consistency, compliance, and efficiency across your franchise network with a ready-to-use library of process templates.
From unit inconsistencies to network uniformity
Do you find it difficult to enforce consistency, maintain oversight, and confirm compliance across your franchise network?
Our library of franchise operations templates is the ideal resource for you.
These configurable processes encourage franchisees to follow standardized procedures, escalate issues if necessary, and submit auditable evidence. The result? Fast, consistent, and trackable operations every day, in every location.

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What franchise templates are included?
Royalty management
Eradicate outdated spreadsheets and human errors. Our royalty management template brings consistency to POS reports, automates fee calculations, and helps you keep track of unit payments.
Incident management
Give franchisees a single point of access for reporting incidents, such as health and safety breaches or equipment failures, assign tickets to HQ teams automatically, and monitor resolution with clear statuses.
Store opening and closing
Ensure every location follows the correct store opening and closing procedures, from morning cleaning routines and system set-ups to end-of-shift security checks, with a helpful checklist.
HFSS compliance log
Improve compliance with England's high fat, sugar or salt (HFSS) legislation with a digital log that guides store employees through promotional, product placement, and display checks.
How do the franchise operations templates work?
Every process contains a templated e-form and workflow. You can either use the existing form content and workflow logic or create your own using Claromentis' intuitive, no-code interface.
Customization options include:
- Form structure, content, and dynamic fields
- Service-level agreement (SLA) timers
- Workflow statuses, logic, and ticket assignments
- Notifications and alerts
- User permissions and form visibility
This allows you to implement highly specific, automated processes without having to build them from scratch.
Are we the
right fit?
Schedule a 10-minute intro to see if
Claromentis is a good fit for your franchise network.
Integrated with our complete FMS solution
The template library is readily available in the Claromentis franchise management software and integrates with our full suite of applications
This means your network has access to:
- Internal communications, news updates, and announcements
- E-learning courses and pathways
- AI-powered policies and operations manuals
- A searchable knowledge base of SOPs and product details
- Collaborative discussion rooms and 1:1 messaging
- Project management spaces
- Up-to-date digital asset and document management hubs
- And more
What our franchise customers say about us
“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.”
“Claromentis is a very good platform and we are very excited to use it for our 'Winkworth Hub'.”
Data Management at Winkworth
“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.”
How our franchise process pack benefits you
Enhance operational consistency
Customized to your franchise's needs, our templates allow you to standardize critical unit procedures - from monthly royalty fee submissions to daily compliance checks. This brings consistency and accountability to your operations. Every franchisee follows the identical process, with nothing falling between the cracks.
Eliminate manual admin
Inconsistent franchise operations often result in hefty admin work. From responding to franchise owner requests, to manually routing store incidents or following up in on royalty payments, this can take up a significant amount of time.
Our franchise operations templates eradicate this busywork. Every process is handled uniformly, with automated evidence capture, ticket routing, and audit logs. Meaning there's no emailing, telephone calling, or paper-based checklists. Everything's handled efficiently and digitally.
Monitor location compliance
Get granular insights into unit compliance, incidents, fee payments, and more with native data-rich dashboards.
What's more, our operations templates contain workflows with customizable SLAs, so you can monitor ticket progression and completion. This is ideal for tracking incident resolution times as well as missed royalty payments.
Support and enable disparate franchisees
Give every franchisee the best chance of success with standardized templates for issue reporting, fee calculations, and more. This leaves little room for doubt or non-compliance.
What's more, automated mechanisms for requesting support help to speed-up resolution times, and provide assurance that problems don't go unnoticed.
Collate auditable evidence
Part of our comprehensive franchise management solution
Franchise training and onboarding
Streamline franchisee onboarding, improve network compliance, deliver health and safety training, and more.
Franchise operations management
Automate repeatable processes, ensure seamless internal and external audits, and keep track of unit performance.
Franchise compliance
Distribute policies and enforce acceptance, safeguard your sensitive data, and improve regulatory understanding.
Franchise intranet and communications
Centralize communications, create one source of truth for documents and assets, and boost franchisee engagement.
Get a complete software overview.
Claromentis franchise operations process pack FAQs
I require a franchising process that isn't in the template library. How do I request it?
We're steadily adding templates to our franchise process pack, so be sure to keep an eye out for new additions!
However, if you can't find a specific process in the library, don't worry. You can either build it out yourself using our no-code business process automation software, InfoCapture, or request a bespoke consultation.
Our experts will listen to your needs and design a process that meets your unique requirements.
How easily can I customize the franchise operations templates?
The Claromentis franchise templates are easy to adapt to your specific requirements. Built using our intuitive, no-code business process automation platform, InfoCapture, you're free to customize form content, workflow logic, SLA timers, notifications, and more.
Take our royalty management process as an example. You can change the structure and calculation formulas to match any type of royalty model, whether you charge a percentage-based fee of gross sales or a variable rate.
Do the franchise processes work for every type of franchise?
Yes, you can adapt the processes to meet the needs of your system, whether you operate a food and beverage franchise, a hotel chain, or a group of real estate agencies. Simply adjust the form content, tweak the workflow logic, and watch your operations run like a well oiled machine.
If you ever need any help or inspiration, the Claromentis team is on hand to help. Simply request a consultation or raise a ticket using our 24/7 customer support portal and we'll handle the rest.
Find out more about our franchise solutions
Book a personalized demo of our franchise management software and accompanying operations templates today.