How A Place at Home Scaled Franchise Development with the ClientTether CRM Solution

A Place at Home, founded in 2012, has become a leader in non-medical, in-home senior care, offering compassionate services for aging individuals across the U.S. As demand for senior care grew, so did A Place at Home’s franchise network. To support this rapid growth, the franchise development team sought a streamlined CRM solution that could manage franchise leads effectively and scale outreach efficiently. They chose the ClientTether franchise CRM for its automation, centralized communication, and customizable reporting features.

A Place at Home’s Franchise Development Needs

With rapid growth underway, A Place at Home needed a CRM platform that could help:

• Engage and Follow Up with Leads Consistently: Timely lead follow-up was critical to avoid missed franchise opportunities.
• Centralize and Track Communication: Managing conversations with prospective franchisees across regions required a unified, accessible platform.
• Optimize Operational Efficiency: Scaling franchise development efforts meant automating repetitive tasks to give the team more time for strategic initiatives.

Despite using another CRM initially, A Place at Home faced challenges with data visibility and lead management. As Mitchell Benson -Franchise Development Manager at A Place at Home- shared, “I had a hard time communicating success to my team… I had to pull up my own spreadsheets.” This led the franchise to seek a more specialized solution tailored for franchise development.

How the ClientTether CRM Transformed Franchise Development

A Place at Home chose ClientTether for its focused, franchise-centric CRM capabilities, which provided solutions to their most pressing challenges. Here’s how ClientTether empowered the franchise development team to manage their growing pipeline efficiently:

• Automated Lead Follow-Up
  With ClientTether, A Place at Home was able to automate responses to prospective franchisees, improving response times and ensuring consistent engagement. “ClientTether helped me automate responses… it’s taken us to the next level,” Benson noted.
• Centralized CRM Dashboard
  ClientTether’s CRM offered a single hub for tracking conversations across all stages of franchise development, from initial outreach to onboarding. This centralized dashboard helped Mitchell Benson and his team monitor performance effortlessly: “The dashboard is where I coach. It’s made my meetings fast and easy.” With easy access to lead data, A Place at Home could make informed decisions and streamline the development pipeline.
• Operational Efficiency for Franchise Growth
  By automating administrative work, ClientTether enabled the team to dedicate more time to high-impact tasks like onboarding and identifying qualified franchisees. Benson shared, “I used to spend hours a week on data collection. Now, those hours are back with my family or with clients.” This improved efficiency was crucial for accelerating territory awards and scaling their franchise network.

Impactful Results with ClientTether’s Franchise CRM

A Place at Home’s partnership with ClientTether delivered tangible benefits, driving productivity and franchise growth. Here’s a look at the key results:

• Accelerated Growth
  Thanks to streamlined lead management, A Place at Home surpassed its territory award goals and continued to expand into new regions. As Mitch Benson noted, “ClientTether has allowed our team to blow right past our new territory award goals… and we’re just getting started!”
• Higher Lead Engagement and Conversion Rates
  Automated follow-ups helped the franchise development team capture and nurture more leads, leading to improved conversion rates across their pipeline.
• Enhanced Productivity and Focus
  With repetitive tasks handled by automation, the team redirected time to strategic initiatives, driving growth and efficiency in their franchise development operations.

ClientTether: Supporting Franchise Growth with a Tailored CRM

A Place at Home’s success story illustrates how ClientTether’s CRM is uniquely suited for franchise development teams aiming to streamline growth. By automating lead engagement, centralizing communication, and offering robust reporting tools, ClientTether enables franchises to scale efficiently and focus on long-term goals.

As Mitchell Benson shared, “With ClientTether, I don’t have to be the one collecting reports. Those hours are now with my family or new clients. It’s made a huge impact on our franchise development.”

Ready to Scale Your Franchise?

Discover how ClientTether’s franchise CRM can optimize your lead engagement, streamline operations, and support franchise growth. Schedule a free consultation to see the difference ClientTether can make.