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?
- Analysis: how are the franchise brand and its locations performing online?
- Goals: what do you want to achieve, nationally and per location?
- Target groups: customers and future franchisees.
- Division of tasks: who does what?
- Channels: which channels nationally, which locally?
- Budget: allocation of the marketing fund.
- Measurement plan: KPIs and reporting rhythm.
| Step | What to record | Outcome |
|---|---|---|
| Analysis | Baseline measurement of locations in Google, Maps and AI | Overview of strengths and weaknesses |
| Goals | SMART goals per level | Goals map |
| Target groups | Personas and customer journey | Target group profiles |
| Division of tasks | Ownership per task | Responsibility matrix |
| Channels | National and local channel mix | Channel plan |
| Budget | Allocation of the fund and own budget | Budget plan |
| Measurement plan | KPIs, report, evaluation | Dashboard 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.
| Level | Example goal |
|---|---|
| Franchise brand | All profiles fully completed by the end of the second quarter |
| Franchise brand | Review response time under 24 hours |
| Location | More direction requests than in the same period last year |
| Location | At 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.
| Task | Owner | Contributes | Kept informed |
|---|---|---|---|
| Managing profiles | Marketing team or agency | Franchisee | Board |
| Responding to reviews | Marketing team or agency | Franchisee in case of complaints | Board |
| Local promotions | Franchisee | Marketing team | Franchisee advisory council |
| Monthly report | Marketing 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?
How often do you update the plan?
Should franchisees have a say in the plan?
What mistake do you see most often in franchise brands' marketing plans?
Can I have a marketing plan created without outsourcing the execution?
What are the seven steps of a franchise marketing plan?
How do you choose locations for the baseline audit in a franchise marketing plan?
What are examples of measurable goals in a franchise marketing plan?
What do you cut first if a franchise marketing plan's budget does not add up?
How do you divide tasks between head office and franchisee in the marketing plan?
Sources

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