5 Actionable Strategies for Data-Driven Franchise Marketing

In Netsertive’s recent webinar, we hosted a panel of experts, including Brooke Janousek, CMO of Garage Experts; Janae Ver Helst, Digital Marketing Director of Head to Toe Brands; and Lena Singleton, VP of Digital Marketing at Home Franchise Concepts, who shared their insights on actionable strategies for data-driven, franchise marketing success.

Here are 5 takeaways you can apply now!

  1. Build a Strong Data Foundation

A house is only as strong as its foundation; the same applies to your franchise’s marketing data. Leading brands invest in robust systems for collecting and analyzing data, ensuring they capture the full customer journey from discovery to conversion.

Many franchises are moving beyond basic lead source tracking to multi-touch attribution models, which provide a clearer picture of how different marketing touchpoints contribute to conversions.

“Empowering your entire marketing team with access to real-time data leads to faster, more informed decision-making. It’s not just about having one or two analysts; it’s about fostering a data-driven culture across the organization.”
– Lena Singleton, VP of Digital Marketing, Home Franchise Concepts

Franchise marketers can start by auditing their current data collection process and identifying gaps between the data they gather and the decisions they must make. Investing in tools like Power BI or Tableau can help structure and analyze data effectively, making it easier to turn insights into action.

  1. Target Audiences with Surgical Precision

Today’s consumers expect personalized, relevant marketing. Gone are the days of broad demographic targeting—successful franchises now leverage behavioral insights to deliver highly targeted campaigns.

For instance, Head to Toe Brands used heat mapping tools and session recordings to analyze user interactions on their website. This led to a restructured content strategy that increased qualified lead submissions by 35 percent!

Planet Fitness took a different approach, using the audience intelligence platform SparkToro to uncover potential franchisees in unexpected communities. By targeting passive income forums rather than fitness enthusiasts, they grew their recruitment pipeline by 40 percent.


“One of the biggest challenges in franchise marketing is setting the right expectations with franchisees. If they don’t understand how data informs decisions, it’s harder to gain buy-in on the strategies that drive real growth.”
– Janae Ver Helst, Digital Marketing Director, Head to Toe Brands

Franchise brands looking to refine their targeting should analyze customer behavior across digital channels and explore tools like SparkToro to identify new engagement opportunities.

  1. Choose the Right KPIs to Measure Success

When it comes to KPIs, less is more. Instead of drowning in data, focusing on key metrics that align with business growth objectives leads to better decision-making.

The Five KPIs That Matter Most:

  • Customer Acquisition Cost (CAC) – By channel and territory
  • Conversion Rates – At critical funnel stages
  • Retention and Churn Rates – Measuring customer loyalty
  • Lifetime Value to Acquisition Cost (LTV:CAC) – Evaluating ROI
  • Net Promoter Score (NPS) – With actionable feedback mechanisms

“Focusing on just a few core metrics has helped our franchisees make clearer, faster decisions. When you eliminate redundant data points, your strategy becomes more actionable.”
– Brooke Janousek, CMO, Garage Experts

To streamline reporting, franchise marketers should identify four or five key metrics that truly matter, and remove redundant data points that do not directly impact decision-making.

  1. Automate and Scale with AI

AI is no longer a futuristic concept—it is a game-changer for franchise marketers looking to scale their efforts efficiently.

Several leading franchise brands are using AI to enhance their marketing strategies:

  • Content Personalization – Tropical Smoothie Cafe increased email conversions by 24 percent using AI-driven personalization.
  • Ad Spend Optimization – Keller Williams improved lead generation ROI by 42 percent with AI-powered budget tools.
  • Customer Service Automation – Great Clips used AI-enabled chatbots to capture 64% more qualified leads while reducing response times.
  • Predictive Analytics – Kumon Learning Centers used AI to forecast location success, improving new launch performance by 28 percent.

“We initially approached AI with skepticism, but once we identified key areas for targeted implementation, it started delivering measurable ROI across our marketing operations.”
– Lena Singleton, VP of Digital Marketing, Home Franchise Concepts

Rather than overhauling an entire marketing strategy at once, brands can start by identifying a single function where AI could improve efficiency and then scale implementation based on results.

  1. Break Down Data Silos for Unified Insights

One of the biggest challenges in franchise marketing is data fragmentation—when marketing, operations, and vendors operate with disconnected insights. The best brands adopt a single source of truth approach to ensure alignment.

“Aligning stakeholders around a single source of truth eliminates inefficiencies and conflicting reports. The key is to commit to one system and stick with it.”
– Brooke Janousek, CMO, Garage Experts

Centralizing data in one reporting platform accessible to all key stakeholders helps franchises improve cross-department collaboration. Establishing a data governance committee and regularly auditing workflows can ensure data remains accurate and actionable.

From Data to Actionable Insights

The value of data is not just in its collection—it is in how franchises leverage it to drive growth, improve customer retention, and optimize marketing spend.

Marketers should focus on refining their KPIs, leveraging AI, and strengthening attribution models to stay ahead of the competition. Each step toward a data-driven strategy compounds over time, driving long-term franchise success.

Want to see how franchises are winning with data-driven marketing? Watch the full webinar replay here.