March Customer Success Newsletter: Smarter Training, Better Rollouts, Stronger Franchises

🤓 Why Training 2.0 Matters

Smarter Training. Stronger Teams. 

Let’s be real—if training is dull, employees tune out, rush through it, or skip steps entirely. That’s a problem.

Training Paths v2 is built to fix that. It makes onboarding and upskilling faster, more engaging, and more effective, so your team actually retains what matters—and your franchise runs better because of it.

✨Key Features 

The new training paths come packed with features that are tailored to meet the evolving needs of your franchise. Whether you’re optimizing existing training or starting fresh, get ready for training to be more engaging, efficient, and effective.

• Passing Scores & Completion Tracking – Ensure compliance with clear benchmarks.
• Manager Sign-Offs – Verify skills so training actually translates to on-the-job success.
• Faster onboarding with role-specific learning sequences
• Cross-Training Capabilities – Train employees across different roles without extra work.
• Automated Training Schedules – Set training to recur monthly, quarterly, or within an employee’s first week.

📚Knowledge Base: Smart Strategies for Success

A well-structured Knowledge Base is a cornerstone for any successful franchise operation. To help you maximize its benefits, we’ve identified the Top 5 DO's and DONT's franchises often make when setting up their Knowledge Base and how to avoid them.

✅ Do’s: Best Practices for a Well-Organized Knowledge Base

1. Structure Content for Easy Navigation
   • Use clear categories and subcategories to make it intuitive for users to find information.
   • Organize topics by department (e.g., Operations, HR, Marketing) or by process (e.g., Onboarding, Training, Compliance).
2. Keep Titles Clear & Search-Friendly
   • Use simple, descriptive titles (e.g., “How to Submit an Inventory Report” instead of “Inventory Process 101”).
   • Be consistent in naming conventions to avoid confusion.
3. Update Content Regularly
   • Set a schedule to review and refresh outdated information.
   • Be sure to keep the 'notify users' checked off when publishing new updates so your whole network is in the know!
4. Leverage AI Search
   • Add relevant keywords to help users find the right content via search.
   • Test common franchisee questions in the search bar to ensure the right articles appear.
5. Link to Related Resources
   • Cross-reference training modules, checklists, or related policies for deeper learning.
   • Don't forget you can tag chapters, forms, or relevant training in any chapter of the Knowledge Base!

🚫 Don’ts: Common Mistakes to Avoid

1. Dumping Unstructured Content

   • Avoid uploading a large number of unorganized PDFs or lengthy documents without a clear folder structure.

2. Forgetting to Remove Outdated or Redundant Information

   • If processes change, update or replace old guides—don’t leave conflicting versions. 
   • This should be a living document—continuously add FAQs, best practices, and new training materials.

3. Making It Too Long-Winded

   • Articles should be concise and to the point—no need for an essay when a checklist or step-by-step guide will do. 
   • Keep it simple! Write as if explaining to a new franchisee or employee with no prior knowledge.
   • Incorporate videos, screenshots, or infographics to make information easier to absorb.

4. Ignoring Mobile Usability

   • Ensure content is formatted to be mobile-friendly since many employees will access it from their phones.

5. Overcomplicating the Search Process

   • If users can’t find what they need quickly, they won’t use it. Test your search function often!

Next Steps

• Review your current Knowledge Base setup against these do’s & don’ts.
• Identify gaps and areas for improvement by following this checklist 
• Ensure franchisees and employees know where to find and how to use it.

Customer Spotlight: The Picklr!

🏓 Leading the Charge in Franchise Training Excellence