Automated Franchise Lead Management & Follow-Up

Automated Franchise Lead Management & Follow-Up

Industry
Franchise
The Technology
Maven, Brightspot, Dari, Jira, Web UI

Project Solution

The project aimed to streamline lead generation and follow-up processes, improve platform functionality, and enhance the user experience on the Client's platform.

Revolutionizing Franchise Lead Management

The Client works in the franchise industry and aims to be an online resource for franchise opportunities and a knowledge center for anyone seeking information about it — a reliable, authoritative platform where entrepreneurs can connect with franchisors seeking investors. The Client engaged INNERLUXES to provide a lead follow-up service for its own clients: Phase 1 refers to the leads provided by the Client, and Phase 2 refers to any leads the Client's clients can provide. The service automatically follows up on leads via email or SMS.

The Approach

The Client is a business platform whose initial requirement was to work through a set of Jira tickets. A customer can fill out the inquiry form for any franchise, generating leads that the sales team can follow up on. INNERLUXES analyzed the Jira tasks and debugged the application, then:

  • Fixed a bug where testimonials appeared out of place on the mobile platform.
  • Corrected banner-image text that did not match the editing box.
  • Removed old Google Analytics code and fixed an events issue when the date range crossed into two months.
  • Tested each fix using the web UI and checked code into the repository after QA review.

INNERLUXES created a separate branch for each Jira ticket using a specific management approach, with each item titled "FD-XXXX" for easy identification.

How It Works

A user opens the Client's website and browses available franchises, clicks the "Request Free Info" button, fills out the form, and submits it. The data is stored in the database and sent to the sales team so they can follow up with the user.

  • Customer-facing portal: used by the end user to register, pursue leads for their business, or register as a franchise.
  • Admin panel: used to manage the application, including administering and creating franchise advertisement pages to attract potential customers.

Technologies and Tools

Maven (build), Brightspot, Dari, Jira, web UI testing, Google Analytics.

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