Step 4 - Presentation of Options
This is an exciting step where you get to see how your skills and experience line up with specific franchise opportunities. A few days prior to this call, you will be notified when your franchise options are viewable in the “Dashboard”. Your coach will provide 8-12 franchise options for you to review and discuss. Additional materials my be emailed to you. You should read and review all of these materials prior to your options review call.
Then, you’ll spend 45 minutes on a Discovery Meeting with your coach to ascertain what you like and what you don’t like in general about each concept.
Our goal is to eliminate choices and get down to 2-4 in ranked order. From there, your coach will conduct specific territory checks and provide a detailed introduction of you to franchisors.
Franchise Coach:
Chris Hale
Franchise Coach:
Chris Hale
What You’ll Gain
- A presentation of potential franchise options for you to review based on your conversation and assessments with your franchise coach
- Working with your coach, you’ll be able to narrow down your franchise options best suited for you
Required Tasks to Complete
Your coach will provide 8-12 franchise options for you to review and discuss.
• Read Through All Options
• Review Downloadables
• Review Videos
You can do this by going back into the “Presentation of Options” tab. Assign a Yes, Maybe or No to each option. Make sure to submit once finished.
This is important as your coach will be introducing you to these prospects.
Next Step:
• Discussion with your Coach
• Coach will make introductions to your top picks
Write down your likes and dislikes on each franchise opportunity.
When you are finished taking notes on a franchise, click the save button and the note will be saved below the form. You will then be able to start a new note for the next franchise opportunity.
* For the best experience when taking notes, we recommend doing so while you are on a laptop or desktop computer.
- Next Step - Franchisor Calls
The discovery and education process is in full swing at this point! You’ll be introduced to 2-3 franchisors at this point and will have the opportunity to have initial conversations with them.
Presentation of Options
- Exciting step for you to see your matched skills & experience with franchises
- Coach provides 8-12 options to review with downloadable materials and videos
- Review prior to your options call with your coach
Presentation of Options
- Exciting step for you to see your matched skills & experience with franchises
- Coach provides 8-12 options to review with downloadable materials and videos
- Review prior to your options call with your coach
Select 1-3 franchise opportunities you’d like to explore further to be introduced to the franchisor(s).
Step Completion
Reviewing Your Franchise Options
Use What You Learned About Yourself to Pick the Right Path
Now that you’ve completed your Discovery Call, your coach has hand-selected 8–14 franchise opportunities based on what they learned about you.
Your next step is to review each opportunity carefully using the six key areas we explored together. This framework will help you compare opportunities and select the 1–3 franchises you want to explore further.
This isn’t about picking the “best” franchise on paper — it’s about identifying the ones that align most closely with you.
Use Your 6 Criteria for Assessment
01
Your Why
- Does this franchise align with the mission or vision that’s driving you?
- Does it get you excited?
Example: If your "why" is about building a legacy or serving your local community, does this brand give you that opportunity?
02
Your Fears
- Does this model help address any of the concerns or hesitations you’ve expressed?
- Does the franchisor provide strong training, support, and structure to help you overcome those concerns?
Look for clarity around startup complexity, sales responsibilities, or scaling — wherever your biggest question marks live.
03
Current & Desired Lifestyle
- Does the business model fit the lifestyle you want to lead?
- Will it support your family time, income goals, and time freedom?
For example, brick-and-mortar locations may offer stability but demand on-site hours, while mobile/home-based franchises offer flexibility.
04
Skills & Interests
- Does the franchise play to your strengths and passions?
- Can you see yourself enjoying the day-to-day work and leading others in this space?
You don’t need direct experience in the industry, but you do want to feel energized by the role you’ll play.
05
Geographical Preferences
- Is the territory available in your preferred location?
- Do local demographics and competition make this a smart play in your area?
Franchise availability can vary, so it’s key to confirm what’s open near you — or where you’re willing to relocate or commute.
06
Financial Resources
- Does the investment level fit your budget?
- Do the startup costs, working capital needs, and ongoing fees align with your funding plan?
Use this time to compare Startup Costs and speak with your coach about likes and dislikes.
Use Your SpotOn! Report to Guide Your Evaluation
In addition to the 6 key areas you explored during your Discovery Call, your Zorakle SpotOn! Report offers powerful insights to help you match with the franchise that best fits how you’re wired to succeed.
Your SpotOn! Profile highlights:
✅ Your ideal role in a business (e.g., team builder, operator, promoter)
✅ Your sales and operational strengths
✅ Your preferred leadership and communication style
✅ Your motivators and culture fit
✅ How closely you align with top-performing franchisees across different models
Ask yourself as you review each franchise:
- Does this opportunity match what your SpotOn! Profile revealed about how you lead, communicate, and solve problems?
- Will the daily responsibilities in this business allow you to operate in your natural strengths?
- Do the franchisor’s systems and culture align with your preferred way of working?
Use your SpotOn! Report side-by-side with your 6 criteria to assess how well each franchise opportunity matches YOU — not just in what it sells or earns, but in how you’ll show up and succeed as an owner.
Your best franchise match isn’t just about what looks good on paper — it’s about where you’ll thrive.
What to Do Next
- Review all the options in your Portal — read the overviews, download brochures, and watch videos.
- Rank each one as Yes, Maybe, or No.
- Let your coach know which 1–3 franchises you’d like to explore further.
- Your coach will schedule introductions with the franchisors for the next step in your journey.
Reminder: You’re not committing to anything yet. You’re simply narrowing the field to the options most worth your time, energy, and vision.
Let your six criteria be your compass — and trust your instincts. The right fit should feel like a natural extension of who you are and what you’re building toward.
Reviewing Your Franchise Options
Use What You Learned About Yourself to Pick the Right Path
Now that you’ve completed your Discovery Call, your coach has hand-selected 8–14 franchise opportunities based on what they learned about you.
Your next step is to review each opportunity carefully using the six key areas we explored together. This framework will help you compare opportunities and select the 1–3 franchises you want to explore further.
This isn’t about picking the “best” franchise on paper — it’s about identifying the ones that align most closely with you.
Use Your 6 Criteria for Assessment
01
Your Why
- Does this franchise align with the mission or vision that’s driving you?
- Does it get you excited?
Example: If your "why" is about building a legacy or serving your local community, does this brand give you that opportunity?
02
Your Fears
- Does this model help address any of the concerns or hesitations you’ve expressed?
- Does the franchisor provide strong training, support, and structure to help you overcome those concerns?
Look for clarity around startup complexity, sales responsibilities, or scaling — wherever your biggest question marks live.
03
Current & Desired Lifestyle
- Does the business model fit the lifestyle you want to lead?
- Will it support your family time, income goals, and time freedom?
For example, brick-and-mortar locations may offer stability but demand on-site hours, while mobile/home-based franchises offer flexibility.
04
Skills & Interests
- Does the franchise play to your strengths and passions?
- Can you see yourself enjoying the day-to-day work and leading others in this space?
You don’t need direct experience in the industry, but you do want to feel energized by the role you’ll play.
05
Geographical Preferences
- Is the territory available in your preferred location?
- Do local demographics and competition make this a smart play in your area?
Franchise availability can vary, so it’s key to confirm what’s open near you — or where you’re willing to relocate or commute.
06
Financial Resources
- Does the investment level fit your budget?
- Do the startup costs, working capital needs, and ongoing fees align with your funding plan?
Use this time to compare the Item 7 (Startup Costs) and speak with your coach or funding specialist if needed.
Use Your SpotOn! Report to Guide Your Evaluation
In addition to the 6 key areas you explored during your Discovery Call, your Zorakle SpotOn! Report offers powerful insights to help you match with the franchise that best fits how you’re wired to succeed.
Your SpotOn! Profile highlights:
✅ Your ideal role in a business (e.g., team builder, operator, promoter)
✅ Your sales and operational strengths
✅ Your preferred leadership and communication style
✅ Your motivators and culture fit
✅ How closely you align with top-performing franchisees across different models
Ask yourself as you review each franchise:
- Does this opportunity match what your SpotOn! Profile revealed about how you lead, communicate, and solve problems?
- Will the daily responsibilities in this business allow you to operate in your natural strengths?
- Do the franchisor’s systems and culture align with your preferred way of working?
Use your SpotOn! Report side-by-side with your 6 criteria to assess how well each franchise opportunity matches YOU — not just in what it sells or earns, but in how you’ll show up and succeed as an owner.
Your best franchise match isn’t just about what looks good on paper — it’s about where you’ll thrive.
What to Do Next
- Review all the options in your Portal — read the overviews, download brochures, and watch videos.
- Rank each one as Yes, Maybe, or No.
- Let your coach know which 1–3 franchises you’d like to explore further.
- Your coach will schedule introductions with the franchisors for the next step in your journey.
Reminder: You’re not committing to anything yet. You’re simply narrowing the field to the options most worth your time, energy, and vision.
Let your six criteria be your compass — and trust your instincts. The right fit should feel like a natural extension of who you are and what you’re building toward.
Write down your likes and dislikes on each franchise opportunity.
When you are finished taking notes on a franchise, click the save button and the note will be saved below the form. You will then be able to start a new note for the next franchise opportunity.
* For the best experience when taking notes, we recommend using a laptop or desktop computer.
Next Step / Franchisor Calls: Prepare to be introduced to 2-3 of your selected franchise opportunities.
Tasks to Complete
Track your progress by click the “Check Mark” as you complete each task.
-
Task 1
Review All Your Franchise Options
Read over all your options and materials. -
Task 2
Rank Your Franchise Options
Assign a Yes, Maybe or No to each option. -
Task 3
Let your coach know your favorite 1-3 options you’d like to explore further
This is important as your coach will be introducing you to these prospects.
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