Top Takeaways from Netsertive’s October Franchise Executive Roundtable

Netsertive recently hosted its October 2025 Franchise Executive Roundtable, focused on how franchise leaders are preparing for 2026. This session surfaced three pivotal themes shaping the year ahead: marketing budget allocation, technology and data systems, and franchise development and support. Below are the key takeaways from each.

1. Marketing Budget Allocation and the Shift to Conversions

Franchise leaders are rethinking how to spend their marketing dollars, shifting toward measurable conversions and away from brand awareness plays.

Key Takeaways:

  • Google over Meta: Many systems are moving budgets away from Meta and into Google, citing stronger ROI, better conversion tracking, and higher-quality leads.

  • Conversion-Focused Campaigns: National programs are increasingly centered on direct conversions, with less emphasis on awareness. Seasonal businesses are tailoring spend by busy and slow periods.

  • Testing New Channels: Brands are cautiously exploring channels like affiliate marketing and Reddit advertising, while direct mail continues to show low returns.

  • Balancing Awareness vs. Conversions: Leaders wrestle with whether to keep investing in top-of-funnel activities or focus exclusively on bottom-of-funnel results.

2. Technology and Data Systems Integration and Attribution

Upgrading systems and improving data flow emerged as a top priority. Franchise executives emphasized that without integrated tech stacks, it is nearly impossible to track performance and plan effectively.

Key Takeaways:

  • CRM and Call Tracking Upgrades: Many are rolling out new CRMs and call tracking tools, with AI-powered analysis providing insight into content strategy, keyword optimization, and lead quality.

  • System Integration Challenges: Multiple disconnected tools remain a common pain point. Brands are seeking platforms that talk to each other and streamline reporting.

  • Attribution as a Priority: Accurately tying leads and revenue back to campaigns is essential for both marketing credibility and budget justification.

  • Using Data for 2026 Planning: Year-end reporting is fueling next year’s strategy, ensuring decisions are based on proven ROI rather than guesswork.

3. Franchise Development and Support for 2026 Growth

Supporting franchisees with tools, education, and structure continues to be a central challenge, especially when rolling out new programs or managing underperformers.

Key Takeaways:

  • Outbound and Inbound Call Support: Some brands are leveraging outbound call centers or exploring AI for inbound calls to help smaller franchisees capture leads.

  • Marketing Tools and Templates: National teams are investing in easy-to-use marketing assets and reputation management platforms to lower the execution burden for franchisees.

  • Franchise Advisory Councils: Managing toxic or unproductive FAC members remains a challenge, with some debating whether to reform or replace these groups.

  • Educating on ROAS: Training franchisees to understand return on ad spend is becoming critical for aligning local investment with national strategies.

  • Highlighting Success Stories: Showcasing franchisees who adopt programs successfully is proving to be a powerful lever for peer-driven adoption.

  • Staffing for 2026: Small and growing brands are focused on hiring versatile employees who can cover multiple functions, while continuing to debate remote vs. in-office structures.

Final Thoughts

As 2026 approaches, franchise executives are prioritizing conversion-focused marketing, integrated data systems, and stronger franchisee support. Those who can align budgets, technology, and people around these goals will be best positioned to compete in the coming year.