Opening a New Franchise
Automate the network expansion workflow, organize feasibility analysis, track construction and deployment, and activate new units with greater efficiency and standardization.
Franchise opening processes conducted via email, spreadsheets, and decentralized communications make it difficult to control the implementation stages, increase the risk of delays, and compromise the standardization of the unit opening experience for the new franchisee.
With BlueService®, your franchisor automates the complete workflow for opening a new franchise, automatically routing steps, triggering expansion, legal, financial, and implementation teams in sequence, and ensuring full traceability of the franchising process from the first contact to the unit activation.
Complete control over the process of opening and implementing new franchises
Gain visibility into every stage, including site feasibility analysis, document review, construction monitoring, operational preparation, and site activation in the network.
There are many benefits
Automate network expansion and standardize the franchise opening process
Automate every step of the franchising process
Automatically route franchise openings among the expansion, legal, financial, and implementation teams, eliminating manual communications and delays between process phases.
Ensure traceability from feasibility analysis to onboarding
Keep the history of each candidate, evaluated commercial location, analyzed documents, monitored constructions, and completed training in a single traceable process.
Standardize the unit opening experience for the entire network
Structure the franchise opening workflow with standardized steps, assignees, and checklists, ensuring that each new unit is launched following the network's exact criteria.
Reduce deployment time
Automatically notify candidates, consultants, and teams at each stage, eliminating manual bottlenecks that delay the opening and activation of the new franchise unit.
Understand how it works
How the process of opening a new franchise works in practice
1. Pre-analysis and validation of the clock-in
Use BlueService® Dynamic Fields and Forms to standardize the recording of candidate and commercial location information, and Automatic Triggers to automatically forward the process to the document analysis stage as soon as the viability is approved.
2. Submission and analysis of documents
Use the BlueService® Automatic Triggers to simultaneously activate the legal and financial departments as soon as the documentation is submitted, and the Automatic Notifications via Email and WhatsApp to alert the candidate about pending documents or process approval.
3. Construction and installation monitoring
Use Subactivities and BlueService®'s Photo and Geolocation App to record on-site field evidence with location, and Automatic Triggers to automatically advance to operational preparation as soon as the deployment is validated.
4. Operational preparation
Use BlueService® Forms and Checklists to standardize the signing and recording of opening operational checklists, and Automatic Notifications to automatically trigger the activation step as soon as all items are confirmed by the franchisee.
5. Opening and activation
Utilize as Unidades e Contas da BlueService® para ativar a nova unidade franqueada com todos os dados e histórico do processo de abertura vinculados, garantindo rastreabilidade completa desde a prospecção do candidato até a ativação da franquia.
Process Completion
Use the BlueService® Hour Log to ensure traceability, auditing, and compliance.
Have total control over the Opening of New Franchises from start to finish
With BlueService®, Franchises stop operating on the fly and start having a structured, automated, and traceable process.
Automate the handoff between expansion, legal, finance, and deployment
Record feasibility analysis and documentation with full traceability
Track construction works and installation with photos and geolocated evidence
Standardize operational checklists and confirm readiness before activation
Reduce deployment time with automatic notifications and escalations
Activate new units with a complete history of the franchising process
Blue AI
Use Blue AI as an integrated AI business solution with BlueService® to analyze the candidate's profile and the characteristics of the commercial location, automatically evaluate opening viability, and optimize the expansion workflow of the franchise network.
Request for a new unit
Analyze the registered candidate and commercial location data, evaluate the franchise opening feasibility potential based on the network's criteria, and automatically suggest the most suitable direction for the franchising process.
Candidate Profile
Management Experience
Commercial Property
Strategic Location
Feasibility
Financial Return
Blue AI automatically analyzes the candidate's profile and the characteristics of the commercial point, evaluates the viability of opening based on the network's criteria and history, classifies the potential of the opportunity, and assists the expansion team.
Automate other Franchise processes
BlueService® has several pre-configured processes and functionalities that accelerate the implementation of your operation.
Franchisee Support
Structured process to record and manage support requests from franchisees, centralizing questions, operational demands, and administrative requests. It allows you to attach documents or images and track all assistance until resolution, ensuring more agility, organization, and control of interactions.
Opening a New Franchise
Structured process to manage the stages of deploying new units, such as point validation, document submission, construction monitoring, installation of visual communication, and operational preparation. Provides more organization, standardization, and visibility into the progress of the opening.
Franchise Contract Management
Structured process to manage franchise contracts from drafting and signing to monitoring validity, renewals, and amendments. Centralizes documents and approvals, ensuring more organization, legal security, and contractual control.
Standardization and Audit of Units
Structured process to verify if the units follow the operational and visual standards defined by the franchisor. It allows for the recording of audits, attaching evidence, and monitoring necessary adjustments, ensuring consistency and quality across the entire network.
Questions about Opening a New Franchise
How does the franchise opening process work?
The structured process entails point-of-sale feasibility analysis, document analysis, construction monitoring, operational prep work, and unit activation, with each step automatically routed to the correct responsible party within the platform.
How to automate the franchise expansion process?
With BlueService®, Automated Triggers route the process among expansion, legal, financial, and implementation teams as each stage is completed, eliminating manual communication and reducing the opening time for each new unit.
How to monitor construction and installation of new franchised units?
The platform allows for the recording of photographic evidence with geolocation via sub-activities linked to the main process, ensuring complete trackability of the construction monitoring and installation of visual communication for the new unit.
How to standardize the franchising process for the entire network?
With BlueService®, it is possible to structure the opening flow with standardized steps, managers, and checklists, ensuring that each new franchise is opened according to the network's same criteria and processes, regardless of the region or the consultant in charge.
How to control candidate documentation during the hiring process?
The platform centralizes all the candidate's documents directly within the opening process, with document analysis automatically triggered for legal and financial departments as soon as the submission is completed, and automatic notifications for any identified pending issues.
Como ativar uma nova unidade na rede após a conclusão da implantação?
Após a validação de todos os checklists operacionais, a unidade é ativada formalmente na plataforma com a criação da Unidade e Conta do franqueado, vinculando o histórico completo do processo de abertura à nova unidade da rede.
Como acompanhar os indicadores de expansão da rede de franquias?
As Estatísticas da BlueService® permitem monitorar volume de aberturas em andamento por etapa, taxa de conversão do processo de franqueamento, tempo médio de implantação e principais motivos de cancelamento para otimização contínua da estratégia de expansão.
How to use AI in the franchise opening process?
Blue AI can analyze the candidate's profile and the characteristics of the commercial location, evaluate the feasibility potential based on the network's history, and suggest the most appropriate direction for each expansion opportunity, helping the team prioritize candidates with the greatest potential for success.
Discover more Solutions
BlueService® is a complete BPM platform that integrates all sectors of the company in one place, offering pre-configured processes for HR, Legal, Financial, Operations, Sales, Logistics, and much more, with automation, standardization, and total control of the process journey.