Run discovery days like the closing event they are.
Discovery day is where most franchise awards are won or lost — and most franchisors run it from a spreadsheet. SalesThumb turns it into a managed sequence: prospects register, agenda + venue details auto-send, day-of attendance + walkaround photos + team intros log automatically, and post-event ratings (both directions) feed back into the pipeline. Award-conversion rate per discovery day surfaces what's working, what's slipping, and which team members close.
Launching soon — get early access.
Discovery Day · Houston · Apr 24Live
The Whitley Hotel · 1,400 ft² conference + Memorial shop tour
Awards attribution
3.2 / event
Cohort avg · last 6 events
Registered
14
Checked in
11 · 79%
Sessions rated
4 / 6
Avg session score
4.75
Attendees
kiosk + mobile check-inMarcus Whitmanhot
Whitman Group · NV
Priya Ramanhot
Raman Capital · CA
Drew Caldwell
Caldwell & Sons · NC
Lucia Ortiz
Ortiz Holdings · FL
Tariq Hassan
Hassan Group · TX
Renata Voss
Voss Family · TX
Kennedy Group
Kennedy LLC · CO
no-showSample Shop LLC
Park Ventures · NY
en route
Sessions · live ratings
attendees rate via mobile app- 4.6
8:30a · Breakfast + welcome
CEO · Sara K.
- 4.8
9:15a · Brand story + market opportunity
Marketing · Joel R.
- 4.9
10:30a · Unit economics walkthrough
Finance · Aman G.
- 4.7
12:00p · Lunch with two existing franchisees
Marcus R. + Priya R.
- in session
2:00p · Shop tour · Memorial location
Ops · Carla M.
- upcoming
4:00p · Q&A + next-step commitments
Sales · whole team
Post-event mutual rating
fires at 5:00pProspect → us
4.6(4 of 11 in)
Us → prospect
4.4(team votes)
Features, zoomed in
The parts that actually move the needle.
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
Pre-event sequence that pre-sells the day
Three weeks before: registration confirmation + travel logistics. Two weeks before: pre-event survey ('what's the one question you need answered?'). One week before: agenda + speaker bios + venue Google Maps. Day before: arrival instructions + 24h reminder. By the time prospects walk in, they're primed — not anxious.
- Auto-trigger pre-event sequence on registration
- Pre-event survey results route to relevant team members
- Travel + accommodations partner integration (optional)
- Calendar invites with prep checklists
Pre-event sequenceauto-triggers on registration
Discovery Day · Scottsdale HQ · May 14 · 11 registered
- sent
T-21d · Apr 23 · Registration confirmation + travel logistics
Hotel block link · flight FAQ · what to bring
11/11 delivered · 10 opened
- sent
T-14d · Apr 30 · Pre-event survey
“What’s the one question you need answered?”
9/11 responded
Answers route to session owners · M. Okafor → “How does territory protection actually work?” → D. Kim (Legal)
- scheduled
T-7d · May 7 · Agenda + speaker bios + venue map
Full-day agenda · 6 speaker bios · Google Maps pin
sends May 7 · 8:00a
- scheduled
T-1d · May 13 · Arrival instructions + 24h reminder
Parking · check-in desk · dress code · SMS reminder
sends May 13 · 8:00a
Deep dive · 02
Award-conversion attribution per event
Each discovery day gets its own dashboard: prospects attended, sessions rated, post-event mutual-evaluation conversion, eventual award rate, time-to-award. Cohort analysis shows which months/venues/team rosters convert best — and you stop running 6-prospect events that lose money + start running 12-prospect events that close 4.
Award-conversion attributionper event
Discovery days · Apr–May cohort · 38 prospects across 4 events
Events · YTD
9
Avg award rate
26%
Median time-to-award
31d
Cost per award
$4,950
| Event | Attended | Sessions | Mutual eval | Awards | Award rate | Time-to-award | Net |
|---|---|---|---|---|---|---|---|
Apr 2 Scottsdale HQ | 6 | 4.1 | 3 (50%) | 1 | 17% | 41d | −$8,400 |
Apr 9 Dallas Training Ctr | 12 | 4.6 | 9 (75%) | 4 | 33% | 28d | +$118,600 |
Apr 23 Scottsdale HQ | 11 | 4.4 | 8 (73%) | 3 | 27% | 31d | +$82,150 |
May 7 Nashville · hotel block | 9 | 3.9 | 5 (56%) | 2 | 22% | 35d | +$41,300 |
Cohort insight: 12-prospect rosters at Dallas Training Ctr convert at 2× the award rate of 6-prospect HQ events — sub-8 events run net-negative.
Compare venuesWhat's included
The full capability list.
Everything that ships on day one. No feature-gating surprises inside a single plan.
- Discovery-day calendar with regional schedules
- Auto-registration page with pre-event survey
- Agenda + venue + accommodations auto-send
- Attendance check-in (kiosk or mobile)
- Session-by-session check-ins + speaker ratings
- Post-event dual rating (prospect + team)
- Award-conversion attribution per event
- Cohort analytics — which months / venues convert
See every angle
A tour of the screens
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Pre-event sequence
Three-week nurture from registration.
Pre-event survey + agenda + travel details auto-send.
Pre-event sequenceauto-send
Discovery Day · Scottsdale HQ · May 14 · 11 registered · 3-week nurture
T-21dConfirm + travel
11 delivered · 10 opened
T-14dPre-event survey
9 of 11 responded
T-7dAgenda + details
sends May 7 · 8:00a
T-1dArrival reminder
sends May 13 · 8:00a
Registered prospect
T-21d
T-14d
T-7d
T-1d
M. Okafor
Tucson, AZ
J. Tran
Boise, ID
D. Whitfield
Omaha, NE
R. Castillo
El Paso, TX
A. Pierce
Wichita, KS
S. Nakamura
Reno, NV
Day-of session ratings
Attendees rate each session + speaker on the mobile app.
Live aggregation for the team.
Discovery Day
Scottsdale HQ · May 14
Rate this session
Unit economics deep-dive
Speaker · D. Kim (Finance)
Rate the speaker
Quick feedback
Live aggregation · team view
liveWelcome + brand story
C. Maldonado
Unit economics deep-dive
D. Kim
FDD walkthrough
T. Abrams
Below 3.5 — pacing flag · debrief before next event
Franchisee panel
3 operators
11 attendees rating · day avg 4.2 · feeds event attribution
Who it's for
Built specifically for…
- Franchise development teams running monthly/quarterly discovery days
- Franchisors with regional discovery-day programs
- Master-franchisees hosting regional showcase events
What it replaces
The old way…
- Spreadsheet attendee lists
- Manual session-rating cards
- Disconnected event-management tools
How it works
Set it up once. Run it forever.
- 1
Schedule the event
Pick a date, venue, agenda template. Auto-creates the registration page, the pre-event sequence, and the team-prep checklist.
- 2
Prospects register + pre-event nurture fires
Registration triggers the 3-week pre-event sequence. Pre-event survey routes results to relevant team members.
- 3
Day-of capture + post-event follow-up
Kiosk check-in. Session ratings. Mutual post-event ratings. Sequence kicks off with the next-step ask based on the rating.
How a shop actually uses this
A wrap franchise's quarterly discovery day was averaging 9 attendees + 1.3 awards per event. After adopting the SalesThumb discovery-day program (with pre-event sequence + session-by-session ratings + cohort analytics), they raised attendance to 14 + awards to 3.2 per event — and stopped running the spring event that historically lost them money.
Questions
Good to know.
- Can we run hybrid (in-person + virtual) discovery days?
- Yes — virtual attendees get a Zoom link instead of venue details, the same session-rating flow works for both, and the awards attribution treats them the same.
- What about non-disclosure agreements?
- NDA workflow built-in: e-sign required at registration. Documents land in the prospect's compliance vault. Auto-reminder if not signed by 48h before the event.
- How do we handle no-shows?
- No-show triggers an auto-sequence: same-day 'sorry we missed you' + reschedule-option email, next-week check-in. No-show rate tracked per source so you can spot if a campaign is bringing tire-kickers.
Fits in with
Works with your stack
Google Calendar
Auto-create per-prospect calendar events
Eventbrite
Sync registrations bidirectionally
Zoom
Hybrid discovery-day virtual sessions
Stripe
Optional discovery-day deposit collection
Explore more
Pairs well with
Franchise Pipeline
Inquiry → qualified → discovery day → mutual evaluation → award. Custom stages, forecasted close, fee + initial-investment math built in.
Validation Calls
Match prospects to existing franchisees in their target territory. Validators self-serve availability. Star-rated calls auto-advance the prospect's stage.
Playbook & FDD Vault
Sales playbook with stage-required tasks. KPI dashboards for the team. FDD doc vault with e-sign + version control + state-by-state registration tracking.
Scheduling
Every installer, every bay, every appointment in one view. Drag to reschedule. Color-coded by status. Overbooking blocked automatically.
Get discovery days first at launch.
Launching soon — join the waitlist for early access. At launch: 30-day free trial with full access to every feature on this page, no credit card.
Launching soon — get early access.