PHASE 1: DISCOVER | INFO GATHERING - WEEK 1
- We complete an introductory call to determine if I can help you.
- You complete a confidential questionnaire.
- We complete a 1.5 hour consultation to discover your criteria.
PHASE 2: MATCH | MATCHING AND FRANCHISE INTRODUCTIONS – Week 2
- I build your profile model and franchise criteria.
- Your territory and investment levels are checked against brands’ availability and qualification requirements.
- I filter and match you to franchisors that are the best fit from hundreds of pre-screened brands.
- I introduce you to franchise brands that fit your criteria – usually the top three concepts matching your profile.
- We discuss financing and refer you to appropriate third parties to help plan your franchise investment strategy.
PHASE 3: RESEARCH | FRANCHISE INVESTIGATIONS – Weeks 3-8
- You begin a series of phone calls and due diligence activities with each franchise brand with resources from me.
- We maintain weekly 30-minute education-coaching-strategy calls to keep your process on track and guide decisions.
- You validate franchise information received with existing franchisees in each system based on tools I can provide.
- You complete financial projections for finalist franchise brands.
- Research is completed and you attend Discovery Day for your chosen brand.
PHASE 4: SIGN | FRANCHISE SIGNING
- You sign the franchise agreement and become a franchisee.