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Creating a franchise marketing plan in seven steps

The annual franchise marketing plan, from analysis to measurement plan.

By Gijs Bodenstaff · Updated:

A franchise marketing plan is an annual plan that sets out a franchise brand's national and local marketing: goals, target groups, division of tasks, channels, budget and measurement. You create it in seven steps. Below, for each step, is what you record, with examples from our own practice.

Which seven steps do you go through?

  1. Analysis: how are the franchise brand and its locations performing online?
  2. Goals: what do you want to achieve, nationally and per location?
  3. Target groups: customers and future franchisees.
  4. Division of tasks: who does what?
  5. Channels: which channels nationally, which locally?
  6. Budget: allocation of the marketing fund.
  7. Measurement plan: KPIs and reporting rhythm.
Contents per step
StepWhat to recordOutcome
AnalysisBaseline measurement of locations in Google, Maps and AIOverview of strengths and weaknesses
GoalsSMART goals per levelGoals map
Target groupsPersonas and customer journeyTarget group profiles
Division of tasksOwnership per taskResponsibility matrix
ChannelsNational and local channel mixChannel plan
BudgetAllocation of the fund and own budgetBudget plan
Measurement planKPIs, report, evaluationDashboard and rhythm

How do you carry out a good baseline measurement?

Choose a representative sample of locations: a strong one, an average one and a weak one. For each location, look at the Google Business Profile, the position in Maps, reviews, the location page and mentions in AI assistants. This is exactly what we do in the free, no-obligation marketing scan.

Which goals belong in a franchise marketing plan?

Set goals at two levels and make them measurable.

Example goals
LevelExample goal
Franchise brandAll profiles fully completed by the end of the second quarter
Franchise brandReview response time under 24 hours
LocationMore direction requests than in the same period last year
LocationAt least four new reviews per month

How do you record the division of tasks in the plan?

Use a simple matrix that shows, for each task, the owner, who contributes and who is kept informed. That prevents the familiar problem of everyone thinking someone else is doing it. At the very least, include the Google Business Profiles, reviews, local promotions, advertising and reporting.

Example division of tasks in the marketing plan
TaskOwnerContributesKept informed
Managing profilesMarketing team or agencyFranchiseeBoard
Responding to reviewsMarketing team or agencyFranchisee in case of complaintsBoard
Local promotionsFranchiseeMarketing teamFranchisee advisory council
Monthly reportMarketing team or agency-All franchisees

How do you budget the marketing plan?

Start with the fixed costs per location, such as profile management and review management. Add the national campaigns and keep a reserve for openings and seasonal promotions. Compare the total against the expected fund. If it does not add up, cut the campaigns with the least measurable effect first, not the local basics. A worked example per location can be found under what franchise marketing costs.

How do you make sure the plan is actually carried out?

Most plans fall apart in execution. So assign an owner and a deadline to each task and plan a fixed monthly cycle. If the capacity is lacking, you can hand the execution to a specialist; see a marketing plan for your franchise brand and how the partnership works. For budget decisions, how a marketing fund works is a useful addition.

How do you make sure the marketing plan gets implemented?

A plan only works if someone carries it out. Appoint an owner for each component, plan the first ninety days in concrete terms and discuss progress every month on the basis of the figures per location. Involve franchisees early: present the plan to the franchisee advisory council and make clear what they will notice in practice. If your own team lacks the capacity, you can hand the execution to a specialist; the trade-off is set out in pros and cons of outsourcing marketing. How to combine national and local in the plan is covered in budget split between head office and locations.

Questions about creating a franchise marketing plan in seven steps

How long should a franchise marketing plan be?
Preferably short and usable: ten to twenty pages plus appendices with templates. A plan that nobody reads does not get carried out.
How often do you update the plan?
Evaluate it every quarter and revise it fully every year based on the figures.
Should franchisees have a say in the plan?
Involve them through the franchisee advisory council or a few conversations beforehand. That increases support for its execution.
What mistake do you see most often in franchise brands' marketing plans?
That the plan only covers national campaigns and forgets the local basics per location. It is precisely those basics that bring in customers every day.
Can I have a marketing plan created without outsourcing the execution?
Yes. We create the plan and hand it over to your own team, if desired with a few coaching sessions during the first months.
What are the seven steps of a franchise marketing plan?
You build a franchise marketing plan in seven steps: analysis, goals, target groups, division of tasks, channels, budget and measurement plan. Each step records something, from a baseline audit of locations in Google, Maps and AI to KPIs and a reporting rhythm. Together they set out the national and local marketing of the franchise for a year.
How do you choose locations for the baseline audit in a franchise marketing plan?
Choose a representative sample: one strong, one average and one weak location. For each location, look at the Google Business Profile, the position in Maps, the reviews, the location page and mentions in AI assistants. This shows the strengths and weaknesses of the franchise. It is also what we do in the free marketing scan of three locations.
What are examples of measurable goals in a franchise marketing plan?
Set goals at franchise level and location level. For the franchise: all profiles fully completed by the end of the second quarter and a review response time under 24 hours. Per location: more direction requests than in the same period last year and at least four new reviews a month. Make each goal SMART so you can measure it.
What do you cut first if a franchise marketing plan's budget does not add up?
Cut the campaigns with the least measurable effect first, not the local basics. So budget the fixed costs per location first, such as profile management and review management, add the national campaigns and keep a reserve for openings and seasonal promotions. Then compare the total with the expected marketing fund.
How do you divide tasks between head office and franchisee in the marketing plan?
Record the division of tasks in a matrix showing, for each task, an owner, who contributes and who is informed. Managing profiles and replying to reviews might sit with the marketing team or agency, local promotions with the franchisee, and the monthly report goes to all franchisees. This prevents everyone assuming someone else is doing it.

Sources

Portrait of Gijs Bodenstaff

Gijs Bodenstaff
Franchise marketer, local SEO and GEO specialist, author

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