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Automated Workflows: 02 – Authority Builder (Indoctrination)

The Authority Builder (Indoctrination) workflow is designed to build trust and credibility with new leads before deeper conversations begin.

When someone first enters the FranFlow system, they may not yet understand:

  • What franchise consulting is

  • how the process works

  • why working with a consultant is valuable

This workflow gradually introduces the consultant’s expertise through a series of educational emails.

The goal is to position the consultant as a trusted advisor, not just a salesperson.

When This Workflow Runs

This workflow is triggered when a specific contact tag is added.

Tags are commonly applied when:

  • A new lead enters the system

  • a contact completes an assessment

  • a contact is added to a lead management workflow

The tag tells FranFlow that the contact should begin the Authority Builder sequence.

Preventing Duplicate Emails

Before sending any messages, the workflow checks whether the contact has already received the indoctrination sequence.

The system asks:

Has this contact already received the Authority Builder emails?

Has this contact already received the Authority Builder emails?

If the contact has already completed the sequence, the workflow stops.

This prevents the same emails from being sent more than once.

Step 1 – Add Tracking Tag

Once the workflow confirms the contact should receive the sequence, a tag is applied.

This tag helps the system track that the contact has entered the Authority Builder workflow.

Tags also help prevent duplicate enrollment in the future.

Step 2 – Wait 30 Minutes

The workflow waits briefly before sending the first message.

This delay helps prevent multiple emails from arriving at the exact same time if the contact entered other workflows earlier.

Step 3 – Email 1

The first email introduces the consultant and sets expectations for the process.

This email typically focuses on:

  • welcoming the contact

  • explaining how franchise consulting works

  • outlining what the candidate journey looks like

This helps reduce uncertainty for new prospects.

Step 4 – Email 2

The second email is sent one day later.

This message usually focuses on providing additional value or insights about franchise ownership.

Examples might include:

  • common myths about franchising

  • how consultants help candidates evaluate opportunities

  • how the discovery process works

Step 5 – Email 3

Another email is sent after an additional one-day delay.

This email continues building credibility and helping the lead understand the consultant’s expertise.

The goal is to deepen trust and keep the contact engaged.

Step 6 – Email 4

The final email in the sequence reinforces the consultant’s authority and encourages the contact to take the next step.

This could include:

  • scheduling a conversation

  • completing an assessment

  • continuing the franchise exploration process

Why This Workflow Is Important

Many leads are not ready to immediately schedule a conversation.

This workflow helps by:

✔ educating the prospect
✔ building credibility
✔ reducing skepticism
✔ increasing engagement

By the time the lead reaches a live conversation, they already understand the consultant’s role and value.

🪄 Best Practices: Consultants can customize the email content to reflect their personal style and expertise.

However, the overall structure of the workflow should remain the same.

The sequence is intentionally spaced out to avoid overwhelming the lead while maintaining engagement.

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