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OurProprietary ProprietaryTechnology Technology Platform: WorkPlace™ Our Platform: WorkPlace™

WorkPlace™ was developed to keep all prospect and client information in one easy to use location. Here are a WorkPlace™ was developed to keep all prospect and client information in one easy to use location. few of its features. Here are a few of its features.

Business Development Get a proven business development system, including: • Community Building • Networking • Sales Process Use our integrated CRM system to manage all prospective Supporting Strategies clients and service provider relationships.

Service Delivery

Business Management

Manage all client deliverables:

Manage your franchise, including:

• Tasks and client e-mail

• Key metrics reporting

• Client pages containing all critical client information at their teams’ fingertips • WorkPlace dashboard for real-time, role-based client management visibility Supporting Strategies University is our online repository of best practices, standardized procedures and customized templates.

• Client billing • Payroll information

Hiring/ Team Management Manage your team’s time, budgets and performance: • Custom portal with all employee information and documents in one place • Continuous education and training

Help Desk Manage support request tickets: • IT support • Document scanning and management


What Does the 10% Royalty FeePlatform: Buy Me?WorkPlace™ Our Proprietary Technology Supporting Strategies chargestofranchisees a royaltyand feeclient equal information to 10% of their revenue. Since fee is Here are a WorkPlace™ was developed keep all prospect in one easy to use the location. tied to revenue, you don’t have to worry about overhead costs outpacing the money you’re bringing in. few of its features. Better yet, we give you the freedom to operate your business from your home, which means you don’t have to lease or buy office space.

Business Development Get a proven business development system, including:

Service Delivery Manage all clients deliverables:

• Community building

• Supporting Strategies University

• Networking

• One-on-one coaching

• Sales process

• Best practices library

• Integrated CRM system

• Our Service Excellence Team, which supports you and your team

• Marketing kit, including website, brochures, business cards and pop-up banner • Exclusive right to host a yearly Business Fundamentals Bootcamp in your territory

Business Management Manage your franchise: • Key metrics reporting • Billing • QuickBooks™ Enterprise account • Financial reporting tools • Five-year budgeting tool

Hiring/ Team Management Manage your team’s time, budgets and performance: • Custom portal with all employee information and documents in one place • Recruiting and screening potential new employees • Onboarding and training for all new employees • Continuous education and training

Help Desk Manage support request tickets: • Staffed phone line that clients, employees and franchisee can call for help • IT support • Document scanning and management • Postal services


What does the $35K franchise fee buy me? We want you to know exactly what you are purchasing when you buy a franchise with us.

Exclusive Marketing Territory

Get exclusive rights to operate your Supporting Strategies franchise within your designated territory. • • • •

Each territory contains at least 20,000 small businesses. There are no restrictions on who your clients are or where they come from. That is, no permission or special payment is required to accept clients from outside of your territory. You can operate your franchised business from your home, as long as your home is located in your designated territory. You have the exclusive rights to host a yearly Business Fundamentals Bootcamp event and to market your franchise within your territory.

Operations Manual

We give you a copy of the Supporting Strategies operations manual, which details: • • • •

All our business and bookkeeping processes Our business model How to get your franchise up and running Multiple forms of support for your franchise, including help desk and virtual office services, talent acquisition and new employee onboarding, the Service Excellence Team, and software and services used in client service delivery

WorkPlace™ and Supporting Strategies University Enjoy access to our proprietary enterprise technologies: • •

WorkPlace, our client relationship management database Supporting Strategies University, our best practices repository that includes various templates and documentation, with live support and training available by our Service Excellence Team

QuickBooks License

Get access to QuickBooks™ Enterprise, Intuit’s most robust platform, including the Advanced Inventory Module. It’s hosted by Right Networks, a QuickBooks Authorized Commercial Hosting Company.

Marketing Kit

We provide much of what you need to start marketing your franchise, including a website, marketing collateral (including brochures), business cards, and a pop-up banner

Onsite Franchisee Training

We offer onsite training for you or your general manager (training for two is provided at no additional cost) along with access to our manager and associate training programs.


Supporting Strategies Discovery Day Agenda 10:00 a.m. – 1:00 p.m.

Learn about the Supporting Strategies Opportunity Welcome to Discovery Day! ­The Supporting Strategies Story

Our History

Variable-cost Delivery Model

Business Management

Virtual Infrastructure & Workflow

Team Management Philosophy

Hear from a Supporting Strategies Client

The Supporting Strategies Franchise System •

A Word on Franchising

Business Development & Financial Opportunity

WorkPlace Demo

Hear from a Supporting Strategies Franchisee

The Supporting Strategies Support Team •

Learn about our Service Excellence Team & SSU

“Field Trip” to visit our Help Team

Talent Acquisition & New Hire On-boarding

Hear from a Supporting Strategies Associate

Q&A

1:00 p.m.

Lunch & meet with the team!


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