Sector: Senior Care
The Challenge: Overwhelming Workload Hindering Franchise Expansion
The driving force behind this business was on a mission to transform her business into a full-fledged Franchise operation. However, the immense administrative workload involved – from managing a high-volume inbox and busy diary to handling expenses and critical board administration – was overwhelming. She needed robust organisational support to manage the intricate details of a growing franchise.
The Solution: Dedicated Organisational Support for Scalability
Create Momentum provided the Managing Director with a weekly retainer, offering consistent, hands-on support for day-to-day operations and strategic projects. Key services included:
- Inbox and diary management to streamline communications and scheduling
- Efficient expense management
- Crucial Board Administration, including preparing board packs and minutes, ensuring smooth governance
- Comprehensive event planning for their Annual Spring Franchise conference
A significant part of the solution involved developing tools and systems to make the franchise process easy to operate, including ensuring the online Franchise manual was clear and accessible to all users.
The Impact: Seamless Growth and Operational Excellence
With Create Momentum’s support, the CEO successfully scaled her business and launched her franchise operation.
“Julia Nelson of Create Momentum can be very highly recommended. I have worked with Julia for the last three years, and she has helped me grow my business to a fully-fledged Franchise operation. Julia has developed tools and systems to make the process easy to operate. The on-line Franchise manual had to be understood and accessible to all users. Nothing was too much trouble. Julia has also planned our Spring Franchise conference, ensuring that all of the speakers were fully prepped and that all the delegates were looked after. She liaised with the venue so that nothing was forgotten. I can recommend Julia Nelson and her team to be an asset to your organisation.”
Create Momentum provided the essential administrative and organisational backbone, allowing the Franchise side of the business to not only manage its current operations but also to build, streamline, and successfully launch its franchise model.
