A Franchise CRM That Helped Horizon Improve Response Time and Client Engagement
Horizon Consulting Partners is a franchise consulting firm focused on helping professionals transition into business ownership. Founded by Christopher Valdez, the firm offers hands-on guidance through personalized franchise consulting, business advisory, and career transition coaching.
As the firm expanded, staying on top of leads became more difficult. Slower response times and a lack of automation made it harder to connect with prospects at the right moment. Horizon needed a franchise software solution that could support fast, reliable outreach, without sacrificing the personal experience that defines their brand.
That’s when Valdez turned to ClientTether, a platform built specifically for the franchise space.
“What sold me on ClientTether was the speed of service, and to this day, their ability to work with me and my team.”
— Christopher Valdez, Founder/CEO, Horizon Consulting Partners
The Challenge: Outdated Tools Slowing Growth
Before adopting ClientTether, Horizon Consulting Partners ran into common roadblocks that limited scalability and efficiency. Responses to franchise candidates weren’t fast enough to keep leads engaged, and manual follow-ups led to gaps in communication. Routine tasks were taking time away from more valuable client work. Their previous CRM lacked the responsiveness needed for real-time engagement, and without stronger automation, it was difficult to manage daily workflows at scale.
Why Horizon Chose ClientTether
Horizon needed more than a general CRM. They were looking for franchise management software that could simplify outreach, organize workflows, and help the team respond faster.
ClientTether stood out for its:
- Lead engagement automation
Automated texts, emails, and calls ensured no delay in connecting with new prospects. - Productivity gains through simplified workflows
Streamlined action plans and templates helped the team spend less time on admin and more time with clients. - Centralized communication across email, text, and calls
All interactions were tracked in one place, making it easier to stay organized and consistent. - Responsive support team
Anytime Horizon had a question or needed help, the ClientTether team was quick to respond and ready to assist. - Scalable structure for a growing consulting practice
As Horizon expanded, the platform adapted with them, without adding complexity to their process.
The Results: Faster Outreach, More Client Conversations
Since switching to ClientTether, Horizon Consulting Partners has experienced measurable improvements in daily operations:
- Improved speed-to-lead
The team now responds to new leads instantly, increasing the chances of early engagement. - More consistent client communication
Automated workflows ensure every prospect receives timely and relevant follow-ups. - Greater reach through automation
Horizon can now engage more clients without sacrificing personalization. - Reduced time spent on manual follow-ups
Repetitive tasks have been streamlined, freeing the team to focus on strategic conversations. - A scalable franchise software system that grows with the business
As demand increases, ClientTether adapts—supporting growth without added complexity.
“My experience with ClientTether has been superb.”
— Christopher Valdez
🎥 Watch Christopher Valdez share his experience
A CRM Built for Franchise Consultants
With tools tailored for franchise consultants, ClientTether helps firms like Horizon improve engagement, save time, and scale efficiently.
About Horizon Consulting Partners
Horizon Consulting Partners helps aspiring business owners acquire franchise ownership. Led by first-generation Cuban-American entrepreneur Christopher Valdez, the firm provides expert franchise guidance and career coaching for professionals seeking more freedom and control in their next chapter.
Ready to Scale Your Franchise Consulting Firm?
If you’re looking to improve lead engagement, automate follow-ups, and create a scalable consulting workflow, ClientTether can help.
📌 Schedule a free demo today and see how ClientTether helps franchise consultants engage leads faster, streamline follow-ups, and scale with confidence.
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