Courtney Kane

• Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; and obtaining necessary signatures
• Maintained inventory levels of office supplies necessary for day-to-day operations
• Processed incoming mail on a daily basis
• Created estate planning "blue books" for client storage
• Drafted operating agreements, banking resolutions, and organizer statements for LLC creation
• Domestic and Foreign LLC Registration and Annual Renewals

Franchise Development Experience:

• CRM Management- email template and workflow creation, FDD management, webform creation
• Scorecard Oversight- data tracking (fallout reasons and stages, time in each stage, KPI data), upward feedback providing process visibility to management, keeping pipeline current
• Content Creation Project Management- sales decks, checklists (internal and external), broker facing content (one-sheeter, two-minute drill), surveys (Discovery Day feedback, Executive Approval, Validation Committee feedback)
• Sales Collateral Updates- FDD renewal (Item 7 and 19), leadership and territory map slide maintenance
• Weekly team meeting leader
• Broker Relationships- territory checks, lead entry, portal updates, deal announcements
• Compliance- FDD disclosure management, background checks, NDA, Item 23, personal profile
• Franchise Expo Show Logistics- booth layout creation and procurement, shipping of design elements and giveaway collateral
• Discovery Day Execution- candidate bio and compliance package creation and distribution, logistics planning (including transportation, meals, hotel, presentation space), creation of internal, external, and presentation agendas, collaboration with operations, marketing, technology, and real estate departments to keep presentation content up to date
• Fran Dev Marketing Support- providing content for PR stories, understanding target markets and ideal candidate profiles, portal management
• Post Closing Support- ensure smooth hand off to operations department, internal and external deal announcements, territory map and sales collateral updates to reflect units sold

Brands Supported:

Big Blue Swim School- December 2019- March 2023- 134 units sold

Restore- September 2020- August 2021- 223 units sold

Heyday- February 2021- March 2023- 131 units sold

KidStrong- July 2022- May 2023- 8 units sold

• Provided sales support.
• Balanced customer schedules, employee availability and work load levels while scheduling kitchen and bath installations and warranty work
• Provided exceptional customer service through timely communication
• Prepared purchase orders and sent to distributors and suppliers
• Contacted vendors to determine order status and communicate discrepancies with shipments
• Verified warehouse received accurate and timely inventory
• Performed in-home measurements of kitchen and bath spaces from which all materials were ordered