CRM and automation for a wellness franchise network
A complete platform migration for an operation with tens of thousands of contacts, without losing history and cutting costs every month.
Industry: Franchising · Wellness and fitness
What it meant in savings and in control over the contact base
In four months, the whole operation switched platforms without losing history, and gained real clarity on where every contact comes from.
*A wellness franchise network operating nationwide
Dozens of franchise locations, thousands of contacts built up over the years and a team of 30+ people running the operation. A business too big to run on a platform that could no longer handle the size of its database.
What changed
Before
- An expensive, limited platform
- 18k+ contacts with no clarity on where they came from
- No way to know which franchises brought in the best return
After
- $22,800 saved per year from the platform switch alone
- The entire database migrated without losing history
- A custom attribution engine showing where every contact comes from
The method behind the results
Database X-ray
Mapping the 18k+ contacts and how the operation used the old platform.
Migration plan
Designing how to leave the old system without stopping the operation or losing history.
Attribution engine
Building a custom system to track where each lead comes from, franchise by franchise.
The actual migration
The entire database moved in four months, with the team operating as usual.
Continuous improvement
Over two years of refining the system as the network grows.
A big database, a platform that's too small
Every fast-growing franchise hits a point where the platform becomes a brake: it gets expensive, slow, or can't handle the size of the database anymore.
- Costs that only go up
- Contacts with no clear source
- Decisions made without data on which location performs best
Chances are this is already costing you money every month, even if it doesn't show up on a spreadsheet.
