Franchise Growth Simplified: How BAI Scaled Faster with ClientTether

A CRM That Helped BAI Streamline Franchise Development and Scale Faster

Business Alliance, Inc. (BAI) is a national franchise consultant network that connects aspiring entrepreneurs with the right franchise opportunities. With over 30 years in the business, BAI has built a collaborative, trusted community of brokers, brands, and suppliers across the country.

But as the network expanded, so did operational complexity. Many brokers lacked sales experience, making consistent lead engagement a challenge. BAI needed a CRM that could reduce friction—one that simplified onboarding, standardized lead follow-up, and offered real-time visibility across their broker network.

After evaluating multiple platforms, BAI chose ClientTether—a franchise development CRM built specifically to solve those problems.

“What’s great about ClientTether is it’s built by people in the franchise space for franchise development specifically.”
— Brandon Clifford, CEO, Business Alliance, Inc.

The Challenge: Supporting a Growing Network of Brokers

Before adopting ClientTether, BAI faced recurring hurdles that made it harder to scale:

• Inconsistent lead engagement
• Manual, time-consuming follow-ups
• Long onboarding cycles for new brokers
• Limited visibility into broker activity
• Disconnected communication systems

“Our brokers come from all backgrounds, and many don’t have formal sales training,” said Clifford. “We needed something intuitive—something they could use right away.”

Why ClientTether?

BAI was looking for more than a standard CRM. They needed a partner who understood franchise growth—and had the tools to support it.

“ClientTether helps our brokers engage leads effortlessly. It’s simple, effective, and designed for our world.”
— Brandon Clifford

What ClientTether Delivered

Faster Lead Engagement
ClientTether’s automated outreach ensures brokers connect with leads in real time—often before competitors even respond.

Automated Follow-Ups
Drip campaigns and action plans keep prospects engaged, helping brokers stay top of mind without lifting a finger.

Simplified Broker Onboarding
Built-in templates and workflows make it easy for new brokers to get started. What used to take days now takes minutes.

Network-Wide Oversight
BAI’s leadership team has visibility into lead progression and broker activity, enabling smarter coaching and faster feedback loops.

Custom Training Support
ClientTether is developing a dedicated e-learning experience tailored to BAI’s brokers, providing scalable, consistent training across the network.

Dedicated Partnership
“They go above and beyond to support business growth. Whether it’s the support team or the leadership, they truly listen.”
— Brandon Clifford

The Results: More Productivity, Less Stress

Since switching to ClientTether, BAI has experienced:

• Faster Lead Conversions through instant outreach and better timing
• Higher Close Rates due to consistent follow-up and better tracking
• Streamlined Onboarding that accelerates broker productivity
• Greater Efficiency with automation and centralized communication
• Lower Stress across brokers and leadership

“ClientTether helps us stay focused, even with everything we’re juggling. It’s been a game changer.”
— Brandon Clifford

🎥 Watch Brandon share BAI’s story

A Partner That Goes Beyond CRM

What stood out most to BAI wasn’t just the functionality—it was the people behind the platform. The ClientTether team didn’t try to force a one-size-fits-all solution. They asked questions, made adjustments, and stayed involved.

“[ClientTether is a] proactive partner that goes ‘above and beyond to support business growth.'”

— Brandon Clifford

Ready to Streamline Your Franchise Development Process?

If your franchise system is looking to improve lead engagement, simplify onboarding, and increase broker performance, ClientTether can help.

📌 Schedule a free demo today and discover how our platform supports your entire franchise network—from the first call to the final close.