Audits & Site Visits
Mobile-first audits and site visits. Each finding becomes a tracked corrective task that can trigger retraining and is verified to resolution.
Franchise business coaches
Give FBCs the context to coach, not chase
Delightree gives field coaches a live view of tasks, training, audits, open findings, and location history before every visit. Each finding becomes a task with an owner and a due date, so coaches can confirm the fix happened.
Signs you have this problem
You know this is broken when…
FBCs start visits by asking franchisees what happened since last time.
Commitments made during a visit are not tracked and often not kept.
Coaches have no record of recurring issues at the locations they support.
Visit notes and findings live in notebooks, email drafts, or PDF reports that nobody follows up on.
HQ cannot see what is happening across the FBC portfolio.
Coaching becomes reactive, with FBCs responding to problems instead of preventing them.
The cost of leaving it broken
What happens if this stays the same
- 01
FBC visits become status calls rather than coaching conversations.
- 02
The same issues are discovered at the same locations visit after visit.
- 03
Franchisee relationships erode when follow-through is inconsistent.
- 04
FBC capacity is spent on low-value coordination instead of high-value coaching.
- 05
Leadership cannot connect FBC visits to audit scores or location performance, so nobody knows which visits made a difference.
How it works
How Delightree changes the workflow
A specific sequence of steps that moves the outcome from broken to working.
- 1
Review the location's live record before the visit: tasks, training, audit history
- 2
Open the visit with context instead of status questions
- 3
Capture findings and assign corrective tasks during the visit
- 4
Set commitments with due dates and track them to resolution
- 5
Carry the full location history forward to every future visit
- 1
Review the location's live record before the visit: tasks, training, audit history
- 2
Open the visit with context instead of status questions
- 3
Capture findings and assign corrective tasks during the visit
- 4
Set commitments with due dates and track them to resolution
- 5
Carry the full location history forward to every future visit
The difference
Before and after Delightree
Before Delightree
- FBCs reconstruct status from notes and memory before each visit
- Visit commitments tracked informally or not at all
- Recurring issues invisible because there is no shared history
- Coaching is reactive and problems are caught late
- HQ cannot see what is happening across the FBC portfolio
After Delightree
- FBCs open every visit with a live location brief
- Every commitment is a tracked task with a due date and owner
- Recurring patterns visible across visit history
- Coaching is proactive and FBCs bring context, not questions
- HQ has visibility into FBC activity and location outcomes
The platform behind it
What this looks like in the product
- Location dashboards and live status
- Audit history and compliance trends
- Open tasks and overdue training
- Visit notes and corrective actions
- Follow-up tracking to resolution
- Portfolio view across assigned locations
The connected pieces
The modules that deliver this
Tasks & Checklists
Recurring and one-off tasks and checklists that give the frontline clear work with context, and give HQ proof of execution across every location.
Dashboards & Reporting
Role-scoped dashboards that show task completion, training, audits, and launch status in real time, with each role seeing exactly its slice of the hierarchy.
Training & Onboarding
Training and onboarding that live where franchisees already work, with completion tracked automatically and retraining that can be triggered by an audit finding.
Why franchise networks need this
Built for the franchise operating model
A franchise business coach supports a portfolio of independently-owned locations. Delightree is scoped by location hierarchy so each FBC sees exactly their portfolio, with the operational history, open findings, and performance trends needed to coach with context rather than guesswork.
Closed loop
Close the loop from issue to action
Audit findings become tasks. Tasks can trigger retraining. Resolution is tracked. The loop closes.
Visibility
Know what's happening at every location
See every location in real time, scoped to every role.
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