February 8th, 2024

Revolutionize Your Franchise Sales: Using AI to Close More Franchise Deals

Recorded Webinar

February 8th, 2024 true false


Watch on-demand for a power-packed session on "Using AI to Close More Franchise Deals." This event will feature industry leaders sharing invaluable insights into AI and automated appointment scheduling, key drivers of success in today's competitive landscape.

Meet Our Esteemed Panelists:


Understanding AI in a Regulatory Environment: Uncover how AI and automated appointment scheduling work within current regulatory frameworks. Tom will delve into the intricacies of TCPA, FCC Rulings, and The Campaign Registry.

  • Joe Malmuth - Batteries Plus

Rapid Response Strategy: Discover how Batteries Plus excels in 'speed to lead', ensuring quick responses even during unconventional hours. He'll share their data-driven decision-making and show how he uses AI to reduce their sales cycle, acting as a force multiplier.

  • Mike Steed - SYNERGY Home Care

Speed to Lead and Data-Driven Process: Join Mike as he emphasizes the critical nature of "speed to lead" and the meticulous data-driven approach. Learn how they use an omni-channel coordination to boost their lead-to-meet conversions and facilitates robust conversations.

  • Brook Wise - Express Employment Professionals

Diverse Lead Sources and Geographical Coverage: Dive into ExpressPros' approach to lead generation using diverse sources. Brook will share their strategic control over lead source management and how geographical coverage supports tailored engagements, even in multi-brand strategies.


Viewers will receive these key takeaways:


  • AI Unleashed: Learn about the role of AI in revolutionizing franchise sales and the unique advantages it brings to the table, especially in automated appointment scheduling.
  • Strategies for Speed to Lead: Learn how industry leaders implement rapid response strategies, reducing sales cycles and staying ahead of the competition.
  • Data-Driven Success: Come away with an understanding the power of data-driven decision-making and how it can transform your franchise sales processes.
  • Optimizing Omni-Channel Coordination: Uncover the secrets behind effective omni-channel coordination, maximizing lead-to-meet conversions and ensuring comparable close rates.

Don't miss this opportunity to gain insights from the forefront of franchise sales innovation

About the Presenters

Tom Ngo-1
Tom Ngo, Founder & CEO, Lumin.ai

Tom Ngo is Founder & CEO of Lumin.ai Previously he served as Chief Product Officer at Idealab, as Vice President at Disney Research, and in executive positions at multiple startups. Tom holds a Ph.D. in Computational Biophysics from Harvard University and a bachelor’s degree in Physics from Cambridge University, where he graduated with first-class honors and received the first Sir Neville Mott prize for the best undergraduate thesis in theoretical physics.

Mike Steed
Mike Steed, Chief Growth Officer, Synergy HomeCare Franchising

As the chief growth officer, Mike Steed, who joined SYNERGY HomeCare in 2019, is responsible for growing the SYNERGY HomeCare franchise system by adding caring and compassionate entrepreneurs. He is a franchise veteran with deep experience in sales and operations across many well⁠-⁠known brands that include Chevron, Shell, Starbucks, Mathnasium, and New Horizons Computer Learning Centers, where he served as vice president of North American franchising.

Joe Malmuth, CFE, Chief Franchising Officer, Batteries Plus

With proven success developing 26 franchise brands across multiple industries, Joe Malmuth brings over 15 years of experience, progressive thinking, motivation, and enthusiasm to the world of franchising. Known for his unique ability to seamlessly blend the art and science behind a revenue building franchise development program, Malmuth has been instrumental in the accelerated success of many world-class and innovative brands.

In his current role of Vice President of Franchise Development & Relations at Batteries Plus, Malmuth oversees the entire franchise system both domestically and internationally. In his first 2 years with the organization, he has successfully guided the growth of the brand with over 164 new store signings, over 60 new store openings and driven significant increases to the already strong financial performance and success of its franchisees.

Brook Wise, International Director of Franchising, Express Employment Professionals

With 20+ years of sales leadership and franchise development experience, Brook helps lead domestic and international expansion of the $3.6 billion industry giant Express Employment Professionals. With his help and leadership, Express is now the #1 temporary recruitment franchise, globally. Brook holds a B.A. from West Virginia University, is an International Franchise Association Certified Franchise Executive and a member of several IFA committees. He currently resides in Cincinnati, Ohio with his wife Valerie and their children Charlie and Clair.

Keith Gerson Square Headshot EDIT-1
Keith Gerson, CFE, CEO, Gerson Advisory Services

Keith Gerson, CEO of Gerson Advisory Services, brings 50 years of executive level expertise as a passionate and driven consultant, franchisor, and franchisee with a proven track record in building rapid-growth, and highly profitable franchise organizations. Keith established Gerson Advisory Services in January 2024 and previously served as President of Franchise Operations for FranConnect where he was able to work closely with many Executive Boards and Leadership Teams that are part of FranConnect’s portfolio of 1500+ brands and 350,000 locations. His focus is on helping franchisors get to their desired future state in sales, operations, communications, and engagement. Recognized in franchising circles for his extensive leadership experience, and ability to drive execution, Keith is a highly regarded consultant, advisor, and keynote speaker and has had the rare opportunity to create several leading franchise systems from their very conception through launch and sustained growth taking these systems from micro-emerging status to that of successful enterprise-level brands.