Discovery Day Packs: Item-19-style recruitment outputs

What a Discovery Day Pack is

A Discovery Day Pack is an Item-19-style output built for prospect recruiting: a short, fully anonymized PDF deck a franchise development team hands to a prospective franchisee at (or ahead of) a Discovery Day visit. It answers the questions a serious prospect asks before signing: how big is this network, what does top-quartile performance look like, how does the network show up online, and how compliant is it. Every number in it is a network-level aggregate, never one franchisee's own figures.

In Vault, this document type is labeled Discovery Day Pack, the same recruitment-facing category the Vault summary panel describes as "Item-19-style outputs." It sits alongside quarterly reviews, compliance audits, and member cohort reports as one of the four document types Vault tracks. See Vault: your HQ document library for how the library as a whole is organized.

Where to find it

There are two places this document type shows up, and they do two different jobs:

• Discovery Day (sidebar entry, hq.verinode.ai/discovery-day): the builder. This is where the pack is actually assembled and downloaded. It's visible to networks that have Discovery Day enabled.
• Vault (sidebar entry, hq.verinode.ai/vault): the library. This is where finished packs are meant to be filed and revisited, in their own row titled Discovery Day Packs.

If you're a network admin, the Generate report → button in the top right of Vault also routes straight to the Discovery Day builder, the same place the Discovery Day sidebar entry goes.

The Discovery Day builder page

Opening Discovery Day loads a single page built from your network's existing rollups, the same aggregates that already power the rest of HQ. Nothing new has to be computed just for this page.

Network at a glance (hero)

The top of the page leads with your count of active franchisees as the big number, with a pill next to it reading "N members" (your total franchisee count, active and invited combined) or "No members yet" if the directory is empty. Underneath:

• If there are no active franchisees yet, the subtext reads: "Discovery Day numbers populate as franchisees onboard and the nightly aggregator runs."
• Otherwise it reads: "N location(s) across the network, anonymized for prospect calls."

Three supporting figures sit below that: Locations (total location count, with square footage underneath, or "Awaiting facility data" if that isn't populated yet), Network composite (your 0-100 network health score, or "Score warming up" if it isn't available yet), and Snapshot (when the underlying data was last refreshed, or "Pending first refresh").

Top Quartile

This row shows up to three tiles, one per metric that has enough data to display: Top-Quartile Margin (with the network median alongside it, or "Gross margin, anonymized" if no median is available), Cycle Time (the top-quartile job cycle time in days), and Operator Score (a 0-1000 composite). If none of the three have enough data yet, the row instead reads: "Top-quartile metrics appear once the aggregator has enough data to compute meaningful averages. Check back after a full cron cycle."

Reputation Snapshot

If no franchisees in the network have connected a Google review profile, this row reads: "Review data will appear here as franchisees connect their Google + Yelp profiles." Once at least one has, it shows Network Composite (a blended 0-100 score across active reviews) and Avg Google (the average Google star rating, with the number of franchisees it's averaged across).

Compliance Posture

If no franchisee in the network has an active certification yet, this row reads: "Network certification coverage will surface as franchisees add team certifications." Once there is data, it shows Cert Coverage (the percentage of franchisees with at least one active certification, plus the total count of active certifications across the network) and At or Above Median (the percentage of franchisees whose certification count meets or beats the network's own median).

Discovery Day Pack (the download tile)

The last row is a single tile: Generate Discovery Day pack, with the sub-line "One-click PDF with all the metrics above, anonymized, ready for prospect calls," and the meta line "Updates every time the aggregator refreshes." Clicking it doesn't download anything directly, it opens the attribution picker described below.

Generating a pack and attributing it to a prospect

Clicking the download tile opens a Generate Discovery Day pack dialog. It explains the choice up front: "Attribute this pack pull to a prospect so the access trail groups every re-pull under the same prospect. Generic packs (no prospect) still work, pick that when you are previewing the deck yourself."

• If your recruiting pipeline has open prospects, a Prospect (optional) dropdown lists everyone currently Inquired, Qualified, Negotiating, or Signed (dropped prospects are left out, since there's rarely a reason to attribute a pack pull to a lead that didn't go anywhere). Each option shows the prospect's name and, where available, their city and state.
• If the pipeline has no eligible prospects yet, the dialog instead reads: "No prospects in the pipeline yet, the pack pulls as a generic deck. Add prospects from Recruiting to attribute future pulls."

1. 1From Discovery Day, click the Generate Discovery Day pack tile.
2. 2Optionally choose a prospect from the dropdown, so this pull is attributed to them.
3. 3Click Download for prospect (only enabled once a prospect is selected) to attribute the pull, Download generic, to pull the deck with no prospect attached, or Cancel to back out.
4. 4The PDF downloads directly to your browser.

A pack downloaded with a prospect attached gets that prospect's name appended to the filename, so it's easy to tell two prospects' copies apart in a downloads folder.

What's in the pack

The pack is a six-page PDF, branded with your network's name and logo, with a confidentiality notice on every page: "CONFIDENTIAL, for prospective franchisee evaluation only. Do not redistribute or reproduce without written consent."

1. Cover: your network's name as the title, the subtitle "An anonymized snapshot of network performance for prospect conversations," and the generation date plus the underlying data-snapshot date.
2. Network footprint ("How big is the network?"): active franchisees, locations, square footage, and network composite score, plus a few talking points on network scale and Verinode's privacy contract.
3. Top-quartile performance ("What does the top of the network look like?"): top-quartile margin, cycle time, and operator score, plus a plain-language explanation of what "top-quartile" means (the threshold the top 25% of active franchisees clear) and a short note that Verinode labels every metric with a trust level so Discovery Day numbers carry the same disclosure standard every operator sees elsewhere on the platform.
4. Reputation snapshot ("How does the network show up online?"): composite review score and average Google rating, plus a note on why review health matters for a prospect's search visibility and referral pipeline.
5. Compliance posture ("How prepared is the network?"): cert coverage, active cert count, and the at-or-above-median rate, plus a note on how certification coverage gates preferred-carrier eligibility.
6. FAQ ("What prospects typically ask"): four questions prospects commonly raise, answered directly: how their individual numbers would be protected from the franchisor, what happens if their numbers land below the network median, how this differs from a CRM or job-management tool, and what the franchisor's role is versus the franchisee's own decisions once a playbook is pushed to them.

Pack history per prospect

Below the Discovery Day grid, once at least one pack has been pulled, a Pack history per prospect panel lists every prospect who has received a pack at least once, with the wording: "Every Discovery Day pack pull, grouped by the prospect it was attributed to. Drives the 'which prospect saw which version' conversation when you hand the same pack to multiple prospects in a quarter."

Each prospect's entry shows their name, a pull count (for example "3 pulls"), and a short list of individual pulls, each showing who on your team pulled it and exactly when. Pulls made without a prospect attached are grouped together under "Generic pack (no prospect)."

Discovery Day Packs in Vault

Vault's Discovery Day Packs row is the designated home for this document type in your library, filtered from the same shared document set the rest of the Vault page reads from. A tile in this row shows the type label Discovery Day Pack, its period or generation date as the headline, an availability line ("PDF + XLSX available" or "Generation incomplete"), and how long ago it was generated. The row's own count also feeds the Vault summary panel's Discovery Day Packs figure, labeled "Item-19-style outputs" there.

If no pack has been filed into the library yet, the row reads: "No Discovery Day Packs generated yet. Item-19-style outputs land here once Discovery Day generation runs."

Every download is logged

Whether or not a pack shows up in the Vault library row, every pull is recorded the moment it happens. Vault's Access trail, at the bottom of the Vault page, lists it as a Discovery Day pack entry with who pulled it and when; see The document access trail. The Discovery Day page's own Pack history per prospect panel is the more detailed version of the same record, scoped to just this document type and grouped by prospect instead of by time.

How it holds the privacy boundary

Every figure in a Discovery Day Pack, on the builder page and in the PDF, is a network-level aggregate: composites, medians, top-quartile thresholds, and counts computed across your franchisees as a whole. The pack never reaches into an individual franchisee's private operating records, and no franchisee's name, identity, or individual numbers appear anywhere in it. That's the same boundary that governs every HQ surface: franchisees own and control their own underlying business data; HQ, and anything HQ hands to a prospect, works from the network's aggregates only.

Related

• Vault: your HQ document library
• Reading the generated-documents summary
• Recent documents and opening a report
• Quarterly network reviews
• The document access trail