New franchise opening analysis


Manage the process of new franchise opening with great Kanban view. Follow the profile analysis and decide whether to approve it, schedule and follow up important meetings and its highlights, negotiate initial investment and royalties until signing the contract.

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Template structure

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  1. Full name
  2. Email
  3. Contact name
  4. Phone
  5. City/State
  6. Investment budget
    • $ 500,000.00 – $ 700,000.00
    • $ 700,001.00 – $ 900,000.00
    • Over $ 900,001.00
  7. Do you have a commercial location?
    • Yes
    • No
  8. If so, where?
  9. Questions and comments

Profile analysis

  1. Assignee
  2. Profile requests
    • Clean record
    • Investor’s professional history
    • Available budget
  3. Additional information
  4. Is the profile approved?
    • Yes
    • No

Kick-off meeting scheduling

  1. Meeting date
  2. Important topics to be shared
    • Franchiser’s balance sheets for the last two years
    • Amounts to be paid (such as franchise fees, royalties and advertising)
    • How is training and what it provides
    • If there is an obligation to buy only from suppliers approved by the network
    • If there are pending lawsuits
    • Name and phone of franchisees and ex-franchisees who have retired in the past 12 months
  3. Highlights
  4. Opportunity’s temperature

Franchisees meeting scheduling

  1. Meeting date


  1. Initial investment
  2. Royalty rate
  3. Attach the agreement.



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