How EarthWise Pets Captures 100% of Franchise Commitments with Rocketlane’s AI Teammate

Region

Industry

Retail /Franchise

Use case

Project Management, Customer Visibility, Reporting

Results

100%

of franchise commitments captured with Rocketlane's AI Teammate

Results

180+

locations across the United States

Results

4.7/5

rating (758 reviews on G2)

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Before

Onboarding managed via Slack, spreadsheets, and email with no clear structure, no single source of truth to track store progress, and no standardized process, causing store owner dissatisfaction and rework.
There was no single source of truth. Teams couldn't easily track the progress of each new store in the onboarding process.
Without a standardized process, some store owners felt lost during the onboarding process, leading to dissatisfaction and rework.

After

Structured, repeatable project templates ensuring consistency, AI-generated call summaries reducing manual follow-ups, and a custom portal providing branded visibility for store owners.
AI-generated call summaries and contextual task updates reduce manual follow-ups, while smart notifications ensure nothing slips through the cracks.
Store owners have access to a branded, intuitive, custom portal where they can track onboarding progress, access resources, and stay in sync with HQ.

About EarthWise Pets

EarthWise Pets is a rapidly expanding pet retail and service franchise with over 180 locations across the United States, offering natural pet foods, eco-friendly supplies, and personalized grooming services.

The Challenge

Before Rocketlane:

• Onboarding managed via Slack, spreadsheets, and email with no clear structure

• No single source of truth to track store progress

• No standardized process, causing store owner dissatisfaction and rework

The Solution

Rocketlane features highlighted:

• AI Fills for call summaries

• Client-facing portal

• Task management and roadmap visualization

• Chat channels by topic

• Centralized document repository

• Smart notifications and alerts

The Impact

After Rocketlane:

• Structured, repeatable project templates ensuring consistency

• AI-generated call summaries reducing manual follow-ups

• Custom portal providing branded visibility for store owners

"The AI Fills in Rocketlane saves our team so much time by automatically generating call summaries, so we no longer have to take detailed notes or follow up manually." — Erika Fray, Vice President of Project Management, EarthWise Pets

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Earthwise Pet's Rocketlane Playbook

Roadmap visualization with task management

Rocketlane’s project tracking allows Earthwise Pet to define every step of the store onboarding process through structured task lists and project phases. Tasks are grouped logically and assigned to both internal team members and franchisees with clear descriptions, timelines, and dependencies.

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AI Fills for call summaries and updates

Since the team frequently communicates with franchisees over meetings, having AI Fills generate summaries has reduced the need for manual note-taking and ensures that commitments made during conversations are accurately captured.

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Cross-linking and smart navigation

Rocketlane enables users to navigate between tasks, chats, and files seamlessly. This "circular logic," as Erika described it, means that clicking on a document link in a conversation takes you straight to the associated task description and vice versa. This type of intuitive navigation has saved the team countless hours that would have been otherwise spent trying to piece together attachments and project updates.

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Notifications and alerts

Real-time in-app alerts and email updates ensure that both internal team members and franchisees are always aware of project developments, task completions, or new comments. This feature has reduced the need for constant manual follow-ups or chasing stakeholders for updates.

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