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UpsideGroupFranchiseConsulting
  Franchising Manuals & Forms
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Franchise Consulting Services
Franchise Development
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Franchise Lead Management
Franchise Sales Coaching/Training
Franchise Sales Management
Franchise Marketing Materials
Complete Development Solution

Marketing for Franchises
Portfolio
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Franchising Manuals & Forms

Business & Management Advice for Franchising Development

Legal Services & Documentation for Franchise Specific Needs

Franchise Website Optimization and Marketing (SEO)
 


 
Manuals and Forms

Franchise manuals are critical operations tools needed for ensuring the proper launch of franchise units and maintaining consistency during developmental and expansion stages. Franchisors rely on Upside to write customized, step-by-step operations manuals, along with a comprehensive suite of topic-specific support manuals, then continue to use our manual writing department to update these documents as needed, and write other manuals to meet the growing needs of the company.

Our streamline franchise manual development process was designed by franchisors and franchisees so materials are organized, formatted and developed according to common industry standards of order, clarity, style, and terminology, making them comprehensive and user friendly so detailed guidelines and instructions are clear for future franchisees, and the business being franchised is a replicable unit whose operation can be efficiently and effectively transplanted. Reproduction and distribution of printed and online versions are also coordinated by Upside

Operations Manual
Upside Group’s streamlined manual creation process produces comprehensive Operations Manuals designed to help new franchisees navigate the day-to-day operations of running a business. This manual contains tools that help answer questions and meet virtually all of a new franchisees needs, including information on effective business operations. This extensive information is compiled and transformed into user friendly manuals through a proprietary Upside Group manual creation process.  Through intimate knowledge of the franchisor/franchisee relationship, Upside Group has developed the most pain free process for Franchisors to transfer their most detailed and important business model information into easy to use Operations Manuals.
Jumpstart Manual
Upside Group’s one-of-a-kind Jumpstart program is the primary reason franchisees get off to a fast start in their industry. The Jumpstart is a pre-training program that holds your hand through every detail of your new franchise start-up. Step-by-step, we take you from mundane tasks like obtaining your Federal Tax ID Number to more expansive assignments like competition research and the development of your customized marketing plan. The Jumpstart ensures that you maximize your time before training. But most importantly, it ensures that once you return from training, you’ll be ready to grow your business quickly.

Marketing Manuals
Upside Group offers many types of Marketing Manuals.  Whether you are interested in our manual on the Upside Group Corporate Marketing Plan, consumer marketing plan or our own brand of franchise guerilla marketing, we create easy to follow scenarios for growing your business. Our marketing recipe is simple; we arm you with the best marketing materials, the best marketing plan, the best marketing training and the best customer service model to back it all up. During training, you’ll gain an expert level understanding of traditional advertising like print advertising and direct mail, as well as a deeper understanding of using the Internet, networking and referral relationships to market like no one else in the industry. Upside Group Marketing Manuals cover it all and put your franchisees on the path to success.

Grand Opening Manual
A proper Grand Opening is critical to early financial success and sustained profits for years to come. Upside Group has identified the most comprehensive and lucrative grand opening procedures in the franchise industry. It is during your grand opening phase that you will reap the benefits from the thorough completion of your Jumpstart items. The techniques and programs of the grand opening are designed to provide maximum exposure for reasonable costs. The detailed preparation and execution of all the grand opening issues is critical to the success of the program.

Anniversary Manual
Anniversary celebrations and specialty events are vital components of the marketing and growth of any business.  Upside Group will create manuals that provide a step-by-step recipe for franchisees to follow in order to experience a successful Anniversary or Specialty Event.
Employee Handbooks
Employee Handbooks are also often called Policy and Procedures Manuals. The Handbook/Manual is a statement of the policies of the business and how the business is to be conducted. The company employee handbook is one of the most important communication tools between your company and your employees. Not only does it set forth your expectations for your employees, but it also describes what they can expect from the company. It is essential that your company has one and that it be clear and as unambiguous as possible. Misunderstandings or misstatements can create legal liabilities for your business. In legal disputes courts have considered an employee handbook to be a contractual obligation, so Upside Group will create an Employee Handbook that fills this important role.  The company employee handbook and related personnel policies should be one of the first formal communications that you will have with an employee after they are hired. We make sure that first impression is a good one. Similarly, in the event of a dispute or poor performance review, this will be the first place that the employee turns. The handbook should contain enough detail to avoid confusion, but not so much as to overwhelm.
Sales Development Manual
Upside Group are the franchise sales experts. The franchise sales process is like no other and Upside Group, in conjunction with its sales training expertise, has created Sales Development Manuals to walk your franchise sales employees through every step in the process.  Whether you are looking to give your franchise development department an extra competitive edge or just starting the process of franchising your business, Upside Group has created a manual to fit your needs.  Upside Group Sales Development Manuals not only cover the mechanics of the sales cycle but also discuss the successful philosophies behind them.  Our Sales Manuals were written by some of the most successful and experienced franchise sales professionals in the industry.  These manuals are like a recipe for sales success, written by sales people for sales people.  We include strategies for handling different types of prospects, sales scripts to follow for each phase of the sales cycle and closing techniques honed during decades of franchise sales experience.  Sales is the engine that drives every business and Upside Group provides your franchise organization with the sales tools to beat the competition.



Professional print and online forms provide an easy and accurate means of collecting and submitting information, and eliminate errors and oversights in organizing critical data used for developing databases used in day-to-day operations. Upside offers more than 100 general and industry-specific, and standard or customized, easy-to-use forms for inclusion in franchise start-up manuals, or as stand-alone documents. Each form is designed to be easily submitted via fax, or by simply clicking on “submit” online.



Industry specific forms are available for many sectors of the franchise industry and can be customized to any industry. Restaurant industry-specific forms, for example, may include:  
  • Alcohol Comp Sheet
  • Bread Order Form
  • Customer Comment Card
  • Daily Sales Form
  • Food Waste Log
  • Liquor Order Form
  • Smallwares Opening Order
  • Waiting List

Standard forms used by franchises in any industry include:


  • Advertising Checklist
  • Announcement Letter Form
  • Business Entity Form
  • Business License Form
  • Business Personal Goals Form
  • Checking Account Set-Up Form
  • Competition Evaluation Form
  • Corporate Marketing Form
  • Credit Card Account Set-Up Form
  • Direct Mail Coupon Form
  • EIN Form
  • Employee Availability
  • Employee Schedule
  • Financial Team Set-Up Form
  • Franchise Evaluation Report
  • Gift Card Form
  • Hiring Assignments Form
  • Job Application
  • Location Request Form
  • New Franchisee Form
  • Orientation Checklist
  • POS System Form
  • Proof of Insurance Form
  • Public Relations Form
  • Purchased Sundries Form
  • Radio Broadcast Form
  • Sales Tax Form
  • Vendor Participation Form
  • Yellow Pages Form

 
 
 
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