What happens during the Onboarding call?

What happens during the Onboarding call?

Overview & Purpose of the Onboarding Call

The primary purpose of the onboarding call is to review, confirm, and coordinate the deliverables necessary to fully implement Franchise Ninja.

Specifically, the call is designed to:

  • Align all stakeholders on technical and marketing requirements

  • Ensure Franchise Ninja can properly capture website engagement data

  • Confirm compliance-related elements are in place

  • Establish advertising connections and audience activation workflows

  • Address any questions & establish next steps 

By the end of the call, everyone involved should clearly understand what needs to be done, who owns each step, and how Franchise Ninja will be used moving forward.

1. Script Placement on Your Franchise Development Website

We begin by reviewing the placement of the Franchise Ninja tracking script on your franchise development website.

This includes:

  • Confirming the script is installed sitewide (typically via Google Tag Manager)

  • Ensuring it loads across all franchise development pages

  • Verifying that website engagement data can be captured accurately

Why this matters:
Franchise Ninja relies on website engagement to identify and score candidates. Proper script placement is foundational to the platform’s functionality.

Next, we discuss cookie consent on your franchise development website.

This review includes:

  • Confirming a cookie consent banner is present

  • Reviewing how consent is handled (accept, decline, implied consent, etc.)

  • Ensuring the setup supports remarketing and engagement tracking

Why this matters:
Cookie consent determines whether website visitors can be tracked and included in advertising audiences. Proper setup helps support compliance best practices while enabling Franchise Ninja functionality.

Franchise Ninja does not provide legal advice, but we help ensure your technical setup supports compliant data capture.

3. Guided Tour of the Franchise Ninja Dashboard

We provide a guided walkthrough of the Franchise Ninja dashboard, focusing on the core deliverables your team will use.

This includes an overview of:

  • Brand Blueprint

    • Foundational brand and market configuration

  • Marketing Hub

    • Content Calendar 

    • Personas

  • Website Audit

    • Messaging, structure, and deliverables to address

  • Compliance & Audit Deliverables

    • Ongoing visibility into FDD & Website alignment

  1. Campaign Studio

    1. In-Marketing & Engaged Candidate review and how to build campaigns

Why this matters: This ensures your team understands what Franchise Ninja delivers, where to find insights, and how to use the platform strategically.

4. Advertising Strategy & Connector Setup (Meta & Google)

We discuss the advertising strategy required to support Franchise Ninja and outline the process to establish advertisement connectors with:

  • Meta (Facebook & Instagram)

  • Google (Search, Display, Demand Gen, YouTube, etc.)

This includes:

  • Required access and permissions

  • How connectors enable audience syncing

  • Best practices for campaign structure

Why this matters:
Without connectors, Franchise Ninja cannot push custom audiences into your ad platforms or support person-level and engagement-based targeting.

5. Syncing Franchise Ninja Custom Audience Lists

Once connectors are addressed, we review how Franchise Ninja custom audience lists are synced and used.

We confirm:

  • Which Franchise Ninja audiences will be activated

  • How those audiences flow into Meta and Google

  • How audience refreshes occur over time

Why this matters:
Custom audiences are central to Franchise Ninja’s value, enabling precise targeting of In-Market and Engaged Candidates rather than broad, anonymous audiences.

What to Expect After the Onboarding Call

Following the onboarding call, you can expect:

  • Clear documentation of next steps and ownership

  • Alignment across internal teams and agency partners

  • Confidence that Franchise Ninja is ready to support your franchise development efforts

Key Takeaway

The onboarding call is a critical step in ensuring Franchise Ninja is:

  • Implemented correctly

  • Configured compliantly

  • Integrated with your franchise development ecosystem

  • Positioned to deliver meaningful franchise development insights

This session establishes the foundation for scalable franchise growth.