Franchise Ninja Onboarding Call Documentation

Onboarding Call Purpose and Scope

The onboarding call ensures that all technical, campaign, and compliance requirements are properly set before launching Franchise Ninja campaigns. The session also establishes a clear understanding of best practices to help clients achieve optimal results.

Welcome & Objectives (5 min)

• Introduce team members

• Outline call goals: campaign readiness, technical verification, and launch confirmation

• Frame up agenda within onboarding deck

Confirm Pre-Onboarding Deliverables (5 min, Client Responsibilities Before the Call)

Review the following with the client to ensure completion:

• Confirm System & Terms Setup

• Client Accepted Franchise Ninja Terms of Service

• Accept Meta Terms of Service

• Confirm the Franchise Ninja script is installed to the GTM or Fran Dev pages

• Verify the cookie consent banner is active, if applicable

• Check that conversion pixels are installed correctly

• Confirm Custom Audience Setup

• The client should have at least one Facebook custom audience campaign.

• Campaign name: Franchise Ninja Campaign

• Action: Website Visitor

• Budget: $1,500–$2,000/month 

• Upload ad creatives into the campaign

• Set destination URLs to pages on the Franchise Development (Fran Dev) site with the Franchise Ninja script installed
  
  

• Lead Reactivation Prep

• Upload dormant leads for reactivation monitoring.

Onboarding Deliverables (20 min)

• Establish Franchise Ninja connectors with Meta & Google 

• Apply credits to the account 

• Create In-Market campaigns in the Campaign Studio

• Sync Franchise Ninja custom audience lists with Meta and Google accounts

• Confirm appropriate budget allocation.

• Verify ad creatives uploaded.

• Verify all destination URLs to pages on your Fran Dev site

• Verify Meta Lead Form ads are not being used & Google Display Network

• Confirm timeline for launching campaigns 

Highlight Best Practices & Ongoing Success Tips (5 min)

• Ad management: Refresh creatives every 45–60 days to avoid fatigue. No Facebook lead forms, no lookalike audiences, no combining with other campaigns.

• Budget allocation: Use 100% of Franchise Ninja credits; recommended $2,000/month for 35,000 credits.

• Sales cycle expectations: Continue traditional Fran Dev marketing alongside Franchise Ninja; results build over time.

• Reiterate tips for ongoing success

QA Session (10 min)

• Address client-specific questions (target markets, campaign setup, candidate definitions, etc.).

Outcome of Onboarding Call: 

• The timeline for launch is established

• Tracking is verified

• Meeting cadence is established (one week check-in, two week check-in, then shift to a monthly ongoing cadence)

• The client understands how to maintain success moving forward

• Ensure the client is added to our Ninja newsletter for exposure to the latest news