Join the broker relationship Masterclass at Let's Grow in dallas!
Join Create a Shift for a half-day, in-person intensive workshop in Dallas, TX, during Let's Grow!
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Strengthen Your Broker Relationships
Masterclass Agenda
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Brokers refer to the team they trust most with their client. ready to be that team?
Brokers don't refer to the best brand.
Brokers are paid on success. Every referral is a bet they place on you. This workshop teaches you how to become the bet they keep making.
This is not a lecture. You will spend the afternoon working: profiling a real broker relationship, drafting the one-page brief that answers the question every broker silently asks, and leaving with your next 90 days of broker outreach scheduled.
build broker relationships that work for your brand
led by danielle wright, founder of create a shift
Danielle teaches this workshop from a seat most presenters never sit in: inside a premier franchise broker network. With 12 years working with broker organizations, Danielle, has seen exactly which franchisor behaviors earn the next referral — and which quietly kill it.
who this is for:
Franchise development directors and VPs, franchise sales execs, founders and presidents of emerging franchise brands, and anyone responsible for broker network relationships. Bring your laptop or just a pen — everything else is provided.
what you'll leave with:
• Broker Profile Card for one of your real broker relationships.
• Drafted One-Page Broker Brief ready to polish and send the week you get home.
• 90-Day Outreach Calendar for your top 5 broker relationships.
• The full participant workbook with all the templates for every broker you'll ever work with.
• A public commitment - one touchpoint you'll execute within a week (attendees who make it, do it).
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JANUARY 27, 2027 | Wednesday 12 - 4 PM
Part 2: Master Your Own Process. Why brokers care more about how you treat their client than your brand story — and how to know your sales process forwards, backwards, and sideways. Exercise: draft your One-Page Broker Brief, then pressure-test it in peer review.
Part 3: Nurture and Grow. In-deal communication that co-manages candidate momentum, between-deal touchpoints that keep you top of mind without being noise, and the five-step path from one broker to a referring network. Exercise: build your dated 90- Day Outreach Calendar.
Although the Masterclass is designed to be added to your Let's Grow programming, this event can also be attended by non-Let's Grow registrants. Limited seats available!
The Agenda
meet danielle wright
presented by create a shift
Danielle Wright, CFE, is the founder of Create A Shift, a franchise development organization built on one core belief: sustainable growth beats fast growth every time.
For more than 15 years, Danielle has worked at the intersection of franchisors, franchise brokers, candidates, and prospects — specializing in micro and emerging brands navigating the critical early stages of franchise sales. Her approach to lead generation is deliberately detailed and relationship-driven, designed to help brands attract the right franchise partners rather than just the next available one.
That distinction — quality over speed — has become Danielle's signature. She helps brands understand what makes a broker relationship actually work: how to communicate value clearly, qualify the right leads, and build the kind of trust that turns brokers into long-term advocates rather than one-time transactions.
Danielle's mission is simple: help franchise brands become the kind of brand that lasts — one that stays top of mind with consumers and is built on partnerships with the right people, not just more people.
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hyatt regency dallas
accommodation details
300 Reunion Boulevard Dallas, Texas, 75207 United States
We have secured a discounted rate of $239/night.
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A masterclass that gives you the roadmap and tools to build broker relationships
limited seats! get yours today!
Broker referrals are the best candidates in franchising: financially vetted, expectation-set, and guided through discovery by a trusted advisor. So why does the broker channel underperform
for so many brands? Because most franchise sales teams treat brokers like lead vendors. Learn how to build effective relationships to see real results with your broker referrals!
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Refunds and cancellations: Registration fees are not refundable but we can transfer to another person within the same company. If you cancel or do not attend, there are no refunds.
This event is proudly produced by Franchise Assembly in collaboration with Create a Shift, a FranCoach Company
