New location prospecting for franchises

Template

Prospect new partners for your franchise’s new project. Arrange all documents, design a killer business plan and set the contractual details before starting the implementation! All in a single streamlined workflow.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. New unit name

  • 2. Address

  • 3. City

  • 4. Type of unit

    • Kiosk
    • Regular store
    • Shopping mall store
    • Others

Partners prospection

  • 1. Assigned analyst

  • 2. Presentation file

  • 3. New potential partners identified?

    • Yes
  • 4. Partner name

  • 5. Partner email address

New partners visitation

  • 1. Meeting checklist

    • Franchise group presentation
    • Brand presentation
    • Project presentation
    • Financial availability and requirements
    • Partnership program presentation
  • 2. Meeting date

  • 3. Additional comments and perceptions from the meeting

Pre-project approval

  • 1. Implementation cost

  • 2. Total store size

  • 3. Expected number of employees

  • 4. Store description

  • 5. Is the project pre-approved?

    • Yes
    • No

Business plan

  • 1. Prospection assignee

  • 2. Market research

  • 3. Marketing planning

  • 4. Project main goals

  • 5. SWOT analysis

  • 6. Expected revenue

  • 7. Total expected costs

  • 8. Payback

  • 9. Partner's share

  • 10. Expected opening date

  • 11. Additional documents

Contract arrangements

  • 1. Legal assignee

  • 2. Legal analysis outcome

  • 3. Contract

Handover

  • 1. Implementation assignee

  • 2. Additional information

  • 3. Handover date

Process finished

Process canceled

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