A new set of AI workflows for franchise field consultants ships in Delightree this quarter. Here is what is coming, and why it changes what your field team walks into every franchisee call holding.
By Joseph Ortega, Marketing Lead at Delightree
Picture a field consultant getting ready for a Thursday call.
They open QuickBooks to check the location's numbers. They scan the last few weeks of Google Reviews. They dig through Delightree for audit scores and checklist completion. If the brand records its calls, they replay the last one to remember what was promised. Then they pull all of it into a doc, or just into their head, and walk into the conversation.
That is 30 to 60 minutes of work, for one location, before anyone says hello. And a field consultant (FBC), the franchisor employee who supports a group of locations, does not cover one location. They cover many.
Multiply that prep across every location and every consultant on your field team and the hours add up fast. But the time is not the real problem. Three quieter costs are.
The prep is inconsistent. A strong field consultant on a light week produces a thorough read on the location. The same consultant on a heavy week, or a newer hire still learning the numbers, produces something thinner. The franchisee gets a different quality of call depending on who is calling and how buried they are. You do not see that variance head-on. You see it months later, in unit performance that drifts apart across locations for reasons nobody can quite name.
The prep does not transfer. Your best field consultants are good at this because they have done it for years. They know which KPIs matter and which reviews are noise. That knowledge lives in their heads. When they leave, it leaves with them, and the next person rebuilds it from scratch.
The insight rarely turns into action. A field consultant spots the real issue on the call. They write it down. The call ends. The note sits in a doc. Next month brings a new call and a new note. Nothing in the location's daily operation changed, so the location never feels the difference.
Pre-call prep has always been treated as a craft. Something good field consultants are simply good at.
It should not be. It should be a workflow: the same inputs, the same structure, the same standard, every call, no matter who runs it or how heavy their week is.
When prep is a workflow instead of a craft, three things change. Every franchisee gets the same quality of call. The standard stays with the brand instead of walking out the door with your best people. And what a consultant flags on a call has a direct path into what the location actually does.
That is what we are shipping this quarter.
FBC Skills is a new category of AI workflows in Delightree for field coaches. It turns scattered location data into clear coaching insights, so every franchisee conversation starts aligned and ends with action. These are the first two skills to ship, with more on the way:
Location Diagnosis gives a field consultant a single-page read on any location, on demand. The consultant picks the location and the time window. Delightree assembles the picture from the operating numbers, customer reviews, on-the-ground execution data, and recorded calls, then returns a health score, the KPIs that matter, what stands out, and three recommended actions.
The analysis takes about five minutes. And because the diagnosis is built the same way every time, every call starts from the same baseline, regardless of which consultant runs it.
The recommended actions are the part to watch. They do not stay on the page. They push straight into the daily checklists, audits, tasks, and training assignments the location already runs in Delightree. The distance between "we spotted it" and "the location is acting on it" closes.
Pre-meeting Brief handles the specific upcoming call. The consultant picks the meeting and gets a briefing in seconds, in one of two forms. One is an internal prep brief for the consultant: blockers, talking points, and attendee notes. The other is a clean brief written for the franchisee and sent ahead of the call.
Both are created from the same source data. So the field consultant and the franchisee walk into the call working from one shared picture, instead of two documents that were assembled separately and quietly disagree.
Franchisee call prep: from 30 to 60 minutes per location down to about five.
For an operations leader, the case was never really about minutes saved.
It is that every franchisee call becomes consistent and defensible. The conversation runs off real numbers, structured the same way every time. A field consultant is never improvising, and a franchisee is never hearing a softer or sharper version of the truth than the location across town.
Consistent calls produce consistent action at the location. Action at the location is what moves unit performance. And unit performance is what shows up in royalty numbers.
That is the chain. It starts with what your field team walks into the call holding.
Location Diagnosis and Pre-meeting Brief arrive in Delightree in Q2 of 2026.
If your brand already uses Delightree, your account team can walk you through how both will fit your field team's week and add you to the early access list. If you are still evaluating Delightree, book a walkthrough and we will show you what franchisee call prep looks like once it is a workflow instead of a scramble.
Leading franchise brands trust Delightree to drive their success. Don't wait – be part of the next generation of franchise management and growth.
