Tips for emerging franchisors using Delightree
Start Here: What’s a Knowledge Base?
Your Knowledge Base is your brand’s central library, where franchisees and team members go to find training, SOPs, playbooks, and policies.
Think of it like the digital version of your operations manual… but actually easy to use.
🗂 Our Recommended Structure: 2 Folders Deep
To keep things simple and scalable, Delightree recommends organizing your Knowledge Base into a 2-level folder structure:
Level 1 = Department or Function
Level 2 = Specific Topics or Processes
This keeps your content easy to browse while still flexible enough to grow.
Keep in Mind:
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Folders can be restructured at any time so don’t stress about getting it perfect.
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Most users search using AI-powered keywords anyway, but structure helps with clarity and consistency.
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This is your foundation start small and add as you grow.
Folder Structure Template
Top-Level Folder (Function) | Sub-Folder (Topic or Asset) |
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Training | Onboarding, Cashier Training, Safety Protocols |
Operations | Opening/Closing, Daily Procedures, Inventory Mgmt |
Marketing | Brand Assets, Social Media Guidelines, Promotions |
HR & People | Hiring, Scheduling, Dress Code, Code of Conduct |
Compliance & Docs | Franchise Agreements, Licenses, Insurance |
Sales/Customer Experience | Customer Scripts, Complaint Handling, Service Steps |
Tech Tools | POS Guides, Software Tutorials, Troubleshooting |
Tips for Structuring Content
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Use clear, simple names – Think “Hiring Process” not “Human Capital Acquisition Flow.”
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Mix formats – PDFs, videos, screenshots, and checklists are all welcome.
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Include who it’s for – Mention roles (e.g. “Shift Lead Guide”).
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Keep it short + action-oriented – Think bite-sized, not textbook.
Real-World Examples
🍩 Example: Donut Shop Franchise
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Operations
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Opening Procedures
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Donut Frying SOP
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Inventory Reorder Sheet
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Training
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How to Fill a Donut (Video)
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Cash Register Basics
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Marketing
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Local Promo Flyer Templates
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Social Media Do’s & Don’ts
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💆 Example: Medspa Franchise
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Operations
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Intake Process
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Post-Treatment Cleaning SOP
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HR & People
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Credentialing Guide
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Service-Specific Dress Code
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Sales/Customer Experience
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Consultation Scripts
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Upsell Cheat Sheet
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🏋️ Example: Fitness Studio
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Training
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New Instructor Onboarding
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Class Management Walkthrough
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Tech Tools
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CRM Setup
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Membership App Tutorial
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Marketing
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Email Campaign Calendar
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Event Playbook
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✨ Pro Tip
Start with your most frequently asked questions. If you’ve repeated it more than twice, it belongs in your Knowledge Base.
Ready to get started?
Check out out our guides whether you have existing content or starting from scratch!
- Guide: How to Prep Your Existing Content for Migration
- Guide: No Content? No Problem. Here’s How to Build Your Knowledge Base