New location prospecting for franchises


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


  1. Implementation assignee
  2. Additional information
  3. Handover date

Process finished

Process canceled

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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