How Do I Structure Franchise Field Visits? Tips for Franchisors

A franchise field visit is when someone from the franchisor’s corporate team, such as a field consultant or franchise business coach, visits a franchisee’s location in person to review how the business is performing. The visit is usually a structured review that covers both operations and performance. The field consultant will walk through things like brand standards, customer experience, financial performance and staffing, depending on the kind of business. 

“A strong franchise field visit is planned with purpose and support,” said Brian Michel, vice president of franchise operations for Grease Monkey. “Before arriving, we review the location’s key performance trends, recent customer feedback and any open action items.”

At Grease Monkey, for example, the corporate team member walks through the full customer experience and looks at service flow, safety and quality checks, and what communication with customers looks like. The visit also gives the corporate team member time to connect with employees and answer questions. 

“The visit should end with clear next steps: what is going well, what needs attention and what ‘good’ looks like moving forward,” Michel said. “When helpful, we coach in the moment and practice the customer conversation.”

How Often Should Field Visits Happen?

Field visits should be happening often enough that they are productive for both parties. Having too few of them can result in no real change, but having too many can make the franchisee feel suffocated. The right balance can also depend on how new a franchisee is. A first-year owner would more likely need more help than a franchisee who has been operating for five or 10 years.

“The right cadence depends on what is happening in the business, such as new leadership, staffing changes, a new program rollout, or a performance opportunity that needs hands-on support,” Michel said. 

Franchisors should be engaged and follow through with regular check-ins that focus on progress on agreed actions, as well as coaching when a franchisee needs it. 

How Field Visits Can Help Support and Evaluate Franchisees

The best field visits verify standards and build capability. Field consultants should review performance data and observe how a franchisee operates in real time during visits, while continuing to support them over time.

“When done well, field visits strengthen accountability while making franchisees better,” Michel said. “They reinforce the Grease Monkey experience and help every location deliver service customers feel good returning to.”

When structuring franchise field visits, franchisors should:

• Plan with purpose. Before arriving, field consultants should review performance, customer feedback and any open action items. 
• Balance evaluation with support. The best visits both verify how well a franchisee is doing and coach them in real time.
• Stay connected between visits. Field teams should follow up on agreed actions and provide ongoing coaching rather than waiting for the next scheduled check-in.

When all of these are aligned, franchise field visits can be a great tool for keeping everyone on track and keeping brand standards high.

Want to learn more about how 1851 helps franchisors grow their franchises with confidence? Visit www.1851growthclub.com and see what we can do for you.