Impact study
Giving a franchise network one view of every territory
A national franchisor is using Coastal to automate territory enforcement, analyze inbound demand across its network, and build an AI center of excellence for corporate and franchisees.
- Client
- Home care franchisor, 400+ locations
- Industry
- Franchise & Multi-Location
- Status
- Active engagement
The challenge
Exclusive territories are defined by zip code, but client service records live in each franchisee's systems. Encroachment surfaced through complaints and manual spreadsheet audits, and AI adoption varied widely from one location to the next.
What we deployed
Layer by layer.
Ballast
Connected the network's care management and CRM systems and resolved client service addresses against every franchisee's exclusive territory.
Current
Applied the franchise agreement's decision rules to flag likely encroachment with supporting evidence, and analyzed inbound calls across locations.
Keel
Delivered an encroachment review workflow, call analytics dashboards and executive readouts.
Enablement
Working sessions with leadership to build a shared AI playbook and a center of excellence for the network.
Outcomes
What changed.
- Territory audits driven by data instead of complaints
- A repeatable decision process grounded in the franchise agreement
- One view of inbound demand across the network
Next study
Turning daily compliance from a scramble into a systemMulti-facility skilled nursing operator
Start with one operation. Transform all of them.
Tell us where the friction is. We'll show you what an AI-native version of that operation looks like, built on your systems.