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The checklists I use
before every first conversation.
Six checklists — one universal and five industry-specific. Pick the one that matches the category you are exploring. Enter your email and it lands in your inbox within minutes.
All Categories
Universal Franchise Readiness Checklist
The starting point for any serious franchise evaluation. Covers capital readiness, lifestyle fit, risk tolerance, and the questions to ask before you go further with any concept.
Before you go
One thing worth having.
The checklist I actually use before any first conversation. If you can answer yes to most of these, we should talk. If you can't yet, it'll tell you what to work on first.
Food & Beverage
Food & Beverage Franchise Checklist
Purpose-built for restaurant, fast casual, and QSR concepts. Covers build-out requirements, perishable inventory, staffing models, and the unit economics questions that matter most in food service.
Before you go
One thing worth having.
The checklist I use before any first conversation about a food or restaurant franchise.
Home Services
Home Services Franchise Checklist
Covers cleaning, restoration, junk removal, landscaping, painting, pest control, and adjacent trades. Focuses on territory size, recurring revenue structure, and staffing model.
Before you go
One thing worth having.
The checklist I use before any first conversation about a home services franchise.
Fitness & Wellness
Fitness & Wellness Franchise Checklist
Built for boutique studios, gyms, yoga, cycling, massage, and med spa concepts. Covers membership economics, staffing and certification requirements, and the real estate cost structure.
Before you go
One thing worth having.
The checklist I use before any first conversation about a fitness or wellness franchise.
Senior Care
Senior Care Franchise Checklist
Covers home care, companion care, and assisted living franchises. Addresses licensing requirements by state, caregiver retention, and the referral network model that drives this category.
Before you go
One thing worth having.
The checklist I use before any first conversation about a senior care franchise.
B2B Services
B2B Franchise Checklist
For staffing, managed IT, fleet maintenance, logistics, and business consulting concepts. Focuses on client acquisition model, recurring contract structure, and the sales skills that make or break B2B operators.
Before you go
One thing worth having.
The checklist I use before any first conversation about a B2B franchise.
Rather talk it through?
The fastest way to know which checklist actually applies to your situation is a real conversation.
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