One of the greatest things about owning a BirthdayPak franchise is the flexibility it provides. The flexibility to abandon the 9-5 and create a workday around your life. The flexibility to build your business how you prefer – solo, with a partner or eventually, with a team. It may take time, trial-and-error and lots of perseverance, but you can get there. Just ask Lorie Marrella and Megan Cavanaugh, franchise owners of BirthdayPak of Delaware Valley in Pennsylvania, and their full-time salesperson, Vincent Talluto. Their set-up is anything but typical, but it’s by design and your franchise can be too. We take a look at traits thriving partnerships share and how this “dynamic trio” is hitting all the marks.
Shared Goals and Expectations
Working for a franchise with overarching goals,a core focus and core values helps everyone see the big picture. It’s also essential for the team to have similar approaches to business and a strong work ethic. Shared backgrounds or work experience with your partner is also very helpful, as Lorie and Megan can attest. Prior to BirthdayPak, they planned fundraising events for nonprofits and ladies’ night out events. “We are both planners, very detailed and focused on tasks at hand,” says Lorie. In addition, Lorie and Vincent are brother and sister and grew up in a family business. “We know it takes hard work to run a business,” she continues.
Specialty, Yet Complementary Skills
Good partnerships often have individuals with a particular
set of skills and strengths that can complement the others. For this
BirthdayPak trio, they each take on duties that best suit their expertise and
availability. Vincent focuses on face-to-face sales while Megan and Lorie are
operating behind the scenes with contracting, marketing, client follow-up,
prospecting, accounting and business responsibilities.
“We each have our specialty skills and they fit perfectly into what’s needed to run the BirthdayPak franchise,” says Megan. “Much of the time, it’s a fine-tuned machine where we recognize each person’s strengths and capitalize on them to help the business run as optimally as possible.”
Communication Is Key
It may go without saying, but communication between partners is one of the most essential aspects of the relationship. Communicating regularly and having open and honest dialogue about issues needs to be a top priority. Not only are they communicating with each other daily, but Lorie usually attends sales calls with Vincent twice a week and meets with Megan weekly to discuss business and updates. Vincent submits his sales notes and reviews with Lorie the next day via phone before making his sales calls. “There are definitely times where we bump our heads but have established good communication skills to get through any hiccups we incur,” says Megan.
Trust and Support
Partners need to feel a sense of support and trust that they’re in it together. “The best part about having each other, is when one of us is ‘down,’ we have each other to lean on to help pick up where needed,” says Megan. “The weight and stress of entrepreneurship is spread out and it’s a comfort.”
Trust and support also come from the franchisor, and knowledge that all parties are striving toward shared success. “Owning a franchise under BirthdayPak allows us to be creative in how we grow our business, but also allows us to lean on corporate for support and guidance,” says Lorie. “We truly believe that good experiences only come with supported, innovative, invested, and dedicated franchisors like BirthdayPak.”
Success Can Be Yours, Too
All three members of the dynamic trio will tell you –
whether you’re a single franchise owner in a small market or have grown your
market to 13 zones in a large metropolitan area as they have – owning a
franchise is hard work and requires a lot of attention up front. BirthdayPak
provides the support and tools, but it’s up to you to succeed.
“The benefits we receive are directly related to the hard work we put into the franchise and it’s extremely gratifying,” said Megan. “In all honesty, we weren’t expecting to love it this much, but we are fortunate to work for a product that we believe in and have a franchisor that truly believes in seeing us succeed.”
“The Dynamic Trio”: Scheduling Work Around Life, Not the
Every franchise is different, but BirthdayPak provides the freedom and flexibility to structure it around your life. For example, Lorie is a primary caretaker for her 95-year-old father-in-law and manages BirthdayPak around his schedule. Megan works another full-time job and completes her work for BirthdayPak at night and other times as needed. They have a full-time salesperson, Vincent Talluto, who is responsible for day-to-day prospecting and client relations. Vincent is able to schedule his workday around the school day to make drop off and pick up times.
BirthdayPak recently announced that Jody Daszkowski is owner
of BirthdayPak of Monmouth, Middlesex, and Ocean Counties in New Jersey. Jody is a BirthdayPak recipient and has an
abundance of skills that will prove to be beneficial as she launches her new
“I love receiving my
BirthdayPak each year, I use every one of the gift cards! I’m excited to be
able to share this excitement with even more women in New Jersey, while driving
profitable birthday celebrations to the local businesses.”, says Jody. I’ve
been looking for the right business opportunity, and when I learned BirthdayPak
had a market near me available, I just knew it was the right choice.”
In the past 10 years, BirthdayPak has grown significantly
from a single market in southeastern PA to having multiple markets across the
United States. Since its inception,
BirthdayPak has delivered more than 4.5 million “happy birthday” greetings in
the mail. This translates to nearly $360,000,000
in gift cards that have been sent to BirthdayPak recipients over the past 10
years! That’s a significant amount of birthday
The BirthdayPak marketing platform drives birthday
celebrations to participating upscale businesses, such as restaurants, day spas
and boutiques, from their best potential customers. The beautifully printed and mailed “birthday
gift” features gift cards from this exclusive group of businesses in the
community. The women who receive
BirthdayPak have discretionary income and are about to celebrate their birthday,
a proven trigger for consumer spending.
BirthdayPak has sent millions of emails to recipients with
high deliverability and open rates, keeping consumers engaged during the year
and encouraging repeat visits to the participating businesses. The BirthdayPak business model has a history
of positive performance and extremely high client retention rates. The above average response rates, and
additional branding opportunities through a digital experience, provide a
BirthdayPak is expanding nationwide through franchising and has been recognized by Entrepreneur magazine as the #1 franchise in Advertising Services category for 2019. If you, or someone you know, has an interest in learning more about this exciting business opportunity, please contact us.
What is a typical week like in the life of a BirthdayPak franchise owner? The great thing is that no two franchisees are the same – we have husband/wife teams, a team of three, solopreneurs and owners who have a full-time job or other pursuits and manage their franchise as well. While situations are different and responsibilities may vary, similar threads run through the everyday life of a BirthdayPak franchise owner. One of our most veteran franchise owners, Lorie Marrella and Megan Cavanaugh, franchise owners of BirthdayPak of Delaware Valley in Pennsylvania, and one of our newest franchise owners, Dawn Zepeda, BirthdayPak franchise owner of Las Vegas, give us their take on the rewards and challenges of BirthdayPak franchise ownership.
Flexibility All Around
BirthdayPak offers a business model that can either be a supplemental income or a full-time career. The flexible hours can be worked around family life. For example, Lorie is a primary caretaker for her 95-year-old father-in-law and manages BirthdayPak around his schedule. Megan works a full-time job and completes her work for BirthdayPak at night and other times as needed. They have a full-time sales person, Vincent Talluto, who is responsible for day-to-day prospecting and client relations. Coming from Corporate America where she worked well beyond the 9-5, Dawn notes the huge difference that having a flexible schedule plays in her life now as a franchise owner.
A typical week in the life of a BirthdayPak franchisee is much like a mosaic. You often need to move the tiles around until they fit, and routines can be the glue that holds them all together. As her weeks have become busier, Dawn says, “defining your schedule and knowing your deadlines are key.” Planning out your day and being aware of what tasks need to recur are all part of being a franchise owner.
For example, Lorie says, “I try to go out twice a week on sales calls with Vincent and I meet Megan once a week for lunch to discuss business. Each day while my father-in-law naps, I start planning and mapping out the next day’s sales calls for Vincent. Then I do some customer outreach via email or phone to check in. I answer any customer inquiries and send out prospect letters.” Lorie picks up her workday again around 10 p.m. to continue client prospecting/communication and sending emails to Vincent for sales calls.
Whether you thrive on routine or need flexibility each day to move around the pieces (or both), BirthdayPak puts you in control of your schedule.
You Get What You Give
“It can be as simple or as hard as you want to make it. The more effort you put in, the more you get in return,” says Megan. Lorie and Megan have a mature market with 13 zones, so extra creativity is required to make BirthdayPak stand out. Dawn is new to sales and has a brand-new market where most businesses have never heard of BirthdayPak. The solution is the same to both challenges: They all work incredibly hard, exude passion for the product and keep clients happy. “The clients and recipients see it and appreciate BirthdayPak as much as you do,” says Megan.
Learn What Works
BirthdayPak franchise owners are frequently evaluating so that they can learn what is working and what isn’t. It can be as simple as keeping up with admin work daily and staying focused to specific areas of town when prospecting, as Dawn tries to do. Or it can mean shifting to a team-based approach, as was the case with Lorie, Megan and Vincent, and recognizing each person’s strengths to run the business as efficiently as possible. This led to Vincent primarily focusing on the face-to-face sales meetings, Lorie prospecting and coordinating with Vincent and Megan working behind the scenes to manage contracts, marketing and accounting. The trio describes themselves as a “fine-tuned machine”. Dawn was able to hit the ground running after her training. All of this was possible because they each stepped back and took stock of their situations.
At the End of the Day…
It’s about you – your dreams, what you want to accomplish and deciding the best path to take. And finding a franchisor that’s a perfect fit – one that supports franchisees in every way possible, provides training and continual guidance. Megan and Lorie sum it up: “We truly believe that good experiences only come with supported, innovative, invested, and dedicated franchisors like BirthdayPak. Owning a franchise under BirthdayPak allows us to be creative in how we grow our business but also allows us to lean on corporate for support and guidance.”
It can be difficult to find a career that provides flexibility during work hours to spend more time with children or care for aging parents. Difficult, but not impossible. If you’re dreaming of an opportunity that strikes an ideal work-life balance, franchise ownership at BirthdayPak can help make that dream a reality. As a franchise owner, you get the best of both worlds – professional fulfillment and the ability to build your schedule around your family. Our working parents discuss how franchise ownership provides flexibility and other benefits that improve family life.
As opposed to a conventional job, franchise ownership can provide personal freedom with hours that suit you and all the roles you need to fulfill in life. As an example, Lisa Linkowsky, BirthdayPak franchise owner of central New Jersey and Bucks County, says: “I am able to be mom as soon as the school bell rings for pick up, and then later that night I can assume my BirthdayPak role and plan out the next day or finish up from earlier in the day.” She values her flexible schedule to help her parents and in-laws as well.
Brandon Baltz, BirthdayPak franchise owner of Indiana, Kentucky and Ohio, also has a number of people who depend on him at all hours of the day. “I don’t miss games or practices anymore and can assist with the crazy schedules of having 6 kids and a grandchild. I have also been available to help with the appointments and care needs of my ailing mother-in-law as she battles terminal cancer,” he says.
You Have More Quality and Quantity of Time
Once a BirthdayPak market is built out, much of the franchise operations work can be completed remotely, so you can be available to your family when needed and get back to work wherever you have a Wi-Fi connection. This arrangement provides Brandon Baltz and his family more opportunity to travel. Working remotely also shaves off the 2- to 3-hour daily commute he had when working in corporate America. This means Brandon now has an extra 2-3 hours a day to spend quality time with his family, such as playing 9 holes with his youngest daughter.
You Model a Healthy Balance of Work and Family
By virtue of your children spending more time with you and observing business duties conducted at home, you can model the value of hard work and work-life balance when you own a franchise. And it can begin to inspire the many possibilities that lie ahead for their future career. “I’m proud to show my kids that people can build a profession for themselves. I love to talk work around them so that they can start to imagine what they might create for themselves one day,” said Betsy Pierre, BirthdayPak franchise owner of Minnesota.
Become a BirthdayPak Franchise Owner
“When I became a BirthdayPak franchise owner, I was able to keep the flexibility, increase my schedule and maintain being a mom as a priority,” says Lisa Linkowsky. “This is priceless!”.
Let’s face it – your personal life doesn’t happen conveniently outside of the 9-5 workday. Whatever your priorities, at BirthdayPak you have the freedom to set your own work hours so you can enjoy the flexibility you need for anything life brings. To find out how becoming a BirthdayPak franchise owner puts you in charge of your schedule, set up a call with us!
All franchises originate from a concept or idea. Making this idea as unique as possible is the most creative and innovative task for an entrepreneur. A more unique product or service creates a much stronger concept that will result in a successful franchise. Below is a list of attributes that make a franchise concept stand out from the crowd and lead to success:
The simpler a concept, the greater are the chances of its success as a franchise. A franchise product or service should fulfill a simple need for consumers, whether they recognize that need or not, and should do so in a compelling and efficient way. Complicated concepts related to products and services make it difficult to train and expand with success. Understanding the intricacies of franchising is a main component in developing that franchise concept. Creating too difficult of a concept will lead to confusion and ultimately failure.
An essential component of franchising is the capability to replicate with expansion, which requires effective training. The entire concept and its components should be capable of replication without creating confusion or jeopardizing the quality of a product or service.
Availability and Quality of Resources
Desired resources for a concept should be readily available at any location the franchise is planned to reach. It is not only the availability, but also the desired quality to meet required specifications to maintain success. The quality of products and services should remain stable throughout foreseen and unforeseen circumstances. Any compromise may affect the brand image of the entire franchise system.
One of the most important attributes of a successful franchise concept is its potential to be adaptable. Constant industry and changing consumer habits demand adaptability. Franchises that can adapt to circumstances without changing the basic core of their business are the most successful ones that lead to further expansion.
The BirthdayPak Concept
The BirthdayPak marketing platform drives birthday celebrations to participating upscale businesses, such as restaurants, day spas and boutiques, from their best potential customers by sending gift cards to nearby affluent women about to celebrate their birthday. This innovative concept is especially useful for businesses to adapt to the changing landscape of delivery services, especially restaurants.
As a franchise concept, BirthdayPak is simple: BirthdayPak franchise owners partner with local business owners who want to feature their brand in a uniquely mailed BirthdayPak gift package sent directly to women in their community.
In the past 10 years, BirthdayPak has grown significantly from a single market in Pennsylvania to having multiple markets across 21 states. Since its inception, BirthdayPak has delivered more than 4.4 million “happy birthday” greetings in the mail, reaching the significant milestone of sending one million birthday wishes each year! BirthdayPak also sends millions of emails to recipients with high deliverability and open rates. This multi-channel platform keeps the BirthdayPak recipients engaged throughout the year and provides additional branding opportunities for clients through an expanding digital experience.
BirthdayPak is expanding nationwide through franchising and has been recently recognized by Entrepreneur Magazine as the #1 franchise in Advertising Services and #5 as a Top New Franchise! It’s critical for new franchisees to enter into a brand that has proven systems and processes, as well as comprehensive training and ongoing support that leads to continued success. To learn more about the unique franchise concept of BirthdayPak, connect with us at 1-888-206-0083 or schedule a call.