ISL Onboarding Journey Module
The Client Journey

From Free Scan to Forensic Clarity.
Four Stages. Zero Guesswork.

Every engagement follows the same proven path — from your first automated website scan to a full 90-day forensic audit powered by Franchesca. Each stage unlocks more data, deeper intelligence, and clearer answers.

01
Free Trial · Day 1
Initial Scan & Product Tour
Our AI engine instantly scans 27 franchise development data points specific to your website. Connect GA4 and paid ad channels to pull up to 18 months of campaign history — before you ever speak to our team.
Website data points scanned 27
Ad channel history collected Up to 18 mo.
87-Point audit checklist Delivered
Pillar 1: Website Pillar 2: Campaigns 7-Day Trial
02
CRM Connect · Add-On
CRM Connection & Field Mapping
We connect your CRM directly to the dashboard and map available CRM fields against our 25 standard fields. Any gaps are identified and surfaced immediately — so you know exactly what's missing and why it matters.
Dashboard fields mapped 25 Fields
Trial extended +30 Days Free
Feature access Upgraded to PRO
$395
One-time CRM Connect add-on
✦ Unlocks PRO features · 30-day trial extension included
CRM Connect Pillar 3: Mid-Funnel
03
Franchesca Active · Day 30
AI Analysis: Pillar 1, 2 & CRM Data
After 30 days of CRM Connect data collection, Franchesca activates her full analytical capability — crunching historic Pillar 1 and 2 performance alongside live CRM data to surface patterns no dashboard has shown your leadership team before.
Data sources analyzed All 3 Pillars
CRM data collected 30 Days
Franchesca Fully Active
Franchesca is live. Ask her anything about booking rate, campaign economics, or kept appointment trends.
Web Performance Campaign Cost CRM Behavior
04
Forensic Audit · Day 90
Deep-Dive Forensic Audit Across All 3 Pillars
At a full quarter, Franchesca conducts a complete forensic audit — comparing Day 1 baseline against 90 days of optimization. Every pillar is benchmarked. Progress is documented. Outstanding growth blockers are identified and prioritized.
Baseline vs. current comparison Full Audit
Growth blockers surfaced Prioritized
Progress documented All 3 Pillars
Pillar 1: Website Pillar 2: Campaigns Pillar 3: CRM Franchesca Report
Day 1
Initial scan live · 87-point checklist delivered · 7-day free trial begins
$395
CRM Connect add-on · PRO unlocked · trial extended 30 days
Day 30
Franchesca activated · all 3 pillar data analyzed · patterns surfaced
Day 90
Full forensic audit delivered · progress benchmarked · growth blockers prioritized
Book a Product Tour
See the Insights Engine with your brand in mind.

Book a no-pressure product tour and we'll kick it off with your complimentary Initial FranDev Scan — so you arrive with a real punch list of your own data, not a generic demo.

  • Live walkthrough of all 3 pillars + CRM Connect
  • See the Unit Sales Module in action
  • Meet Franchesca — ask her a real question live
  • Your Initial FranDev Scan delivered before the tour
  • Your 87-point checklist included automatically on submission
ISL Platform Stack
Insights Engine™ · ISL Custom CRM · Keptora AI SMS™
18 Years · 2 Provisional Patents · Built for Franchise
Book Your Product Tour

Your Initial FranDev Scan + 87-point checklist included on submission.