• Assessment of current franchise territories - geography/potential.

• Franchise boundary alignment and balancing of new territories.

• Paper-based territory designs turned into web-based systems - designed to improve the sales process and the way leads are allocated to franchisees. Call us to see a web demonstration.

• Module to let you manage and set territory status - available, under offer, sold... whatever you want. This gives prospective franchisees an up-to-date snapshot of franchise availability and helps you sell your franchises faster!

• Considering a new market? We offer profiling, potential analysis...

• Custom franchisee packs - can include a territory map (ready to print PDF), Postcode-to-territory allocation data sheet, wall maps, prospect data, marketing statistics, etc. - for you to include in your legal franchisee documentation and offer.

When franchising your business - or buying into a franchise - you need to determine if territories are "protected", meaning that one franchisee can’t market into another franchisee’s territories.

If protected territories are part of your business model and your territories are not defined in a systematic, fair and consistent way, legal implications and issues could follow.  We can help!

Why balance franchise territories?

Balancing territories - so that each franchisee has the same prospect opportunities - ensures that franchise regions are more appealing to prospective franchisees hence making them easier to sell. If  territories are unbalanced, incorrectly defined or overlap, there is likely to be conflict, confusion and damage to your business and brand.

Importantly, we can usually increase the number of territories beyond that originally planned to give you a greater return in terms of revenue potential. We do this by filling gaps in geographic coverage and optimising the balancing process using sophisticated analysis and mapping tools. We also take account of rural and high density areas.

We can create map-driven pages for your website (click to view) where users can drill down from map to map, then to summary reports, then to pages with spreadsheet or PDF attachments, and more. We balance territories using consumer and business datasets and optionally the UK profiling and geo-demographic segmentation system - SONAR (click for information)

Click Portuguese map for drill-down example

Map project planning and design

First we need to understand your business, your customer profile/s and how many franchise regions you desire.

Next we take account of any existing territories and how they were created.

If Postcode Area, District (or outer
Zip code etc.) were used, should this approach be retained or should we move to Postcode Sector for more accurate balancing? Click for details on how the UK Postcode works.

Now we can advise on the data criteria to be used for designing your territories, plotting customer and prospect locations, identifying sales hot-spots, etc. For example, territories or locations could be based on an equal distribution of sales potential, product mix, workload, performance data, drive-times, TV regions, visitors or any other parameters such as population, households, businesses or competition.

Once agreed, data is acquired and mapping begins. Any separate data sources such as spreadsheets, lists and databases are merged, data refined, postal addresses improved and duplicated records removed.

Franchise territory realignment

As franchise regions are sold there is often the need to refine the boundaries to suit the needs of the new franchisee. Provided adjacent territories are still available we can manually adjust boundaries whilst usually keeping a balanced opportunity potential.

Additionally, we are able to work with both the franchisee and franchisor to further split out territories for the franchisee's own sales team.

 Next - click for types of mapping output