Franchise Lead Qualification at Scale

Results at a glance

Client overview

The challenge

STRONG Pilates had accumulated more than 40,000 leads across multiple regions and CRM environments. The database represented substantial commercial opportunity, but the sales team lacked a consistent method for determining which prospects should receive immediate attention.

High-intent franchise candidates were difficult to distinguish from lower-quality records, regional teams spent significant time filtering leads manually, and promising opportunities could lose momentum before anyone contacted them.

The challenge was not generating more leads. It was identifying which of the 40,000 already on file were worth acting on.

What CVision identified

The existing sales process had no single, operational definition of a qualified franchise prospect. CVision worked with STRONG Pilates to translate its commercial requirements into structured qualification criteria, including:

• Available investment capital
• Proximity to priority expansion territories
• Operator versus investor fit
• Relevant fitness, business, or franchise experience
• Recency of engagement
• Previous expressions of franchise interest
• Data completeness and CRM activity

These criteria became the foundation of a repeatable lead-scoring and prioritisation workflow.

The solution

CVision designed and deployed an AI-assisted lead qualification system on top of STRONG Pilates' existing CRM infrastructure. The system consolidated the 40,000-lead database, scored every record against the agreed franchise criteria, and narrowed the pool to the 500 highest-signal prospects for direct outreach.

Rather than asking regional teams to search through tens of thousands of records, the workflow surfaced a focused, ranked list for daily action.

The workflow

The funnel