Help-U-Sell

Operating challenge

The team was selling franchises, not ordinary real estate deals. Leads were people, existing offices were franchise accounts, and the process needed qualification around broker license status, liquid capital, coachability, market interest, website leads, marketing pushes, and office communication history.

What Lodestone shaped

• Clarified lead and account structure so franchise prospects, office relationships, conversations, and notes could live in the right places.
• Supported Salesforce setup, training, email-sending troubleshooting, and inbound dialer configuration.
• Mapped follow-up needs for website inquiries, Charlotte-area marketing activity, lead scoring, and existing franchise-office communication.

Resulting direction

• The CRM model better reflected a franchise-development business rather than a generic real estate pipeline.
• The team had a clearer path for tracking who was a prospect, who was an office, and what follow-up had happened.
• Calling, email, and training work gave the sales process a more practical adoption path.

Profile context

Set-fee real estate franchise

Real estate franchise network built around set-fee listing, buyer, seller, and broker workflows.