Step 3 - Discovery Meeting
This is a 45-minute casual conversation on a video call with one of our coaches to determine your skills, lifestyle, financial resources and location and how those line up with the thousands of franchise opportunities.
What You’ll Gain
- Connection with your franchise coach in helping you find the best franchise opportunities for you.
- Access to Organizational Spreadsheet
Required Tasks to Complete
Review skills, lifestyle, finances, location and how these line up with franchise opportunitiesThis meeting is all about you. Help us understand who you are, what you bring and your goals.
Keep Yourself Organized
We have created a spreadsheet for you to keep yourself organized throughout each step of your franchise journey.
Keep track of all your contacts, meetings, compare your franchise options side-by-side and track your funding options. We’ve also provided suggested questions to ask franchisors and franchisees in Steps 5 and 8 to aide you in selecting the best franchise for you.
Feel free to add additional tabs and information as you see fit. This is your document. Only you will have access to it.
To access this spreadsheet, click here or click “Access Organizer” button below.
Click below download your organizer sheet and keep track of everything though your franchise journey.
- Next Step - Presentation of Options
Once you have your Discovery Meeting, your coach will provide access to additional steps.
Step 4 is an exciting step where you get to see how your skills and experience line up with specific franchise opportunities. Your coach will notify you when your franchise options are viewable in the “Dashboard”. You’ll be able to review them by clicking on “Dashboard” in the left navigation, then select “Franchise Options”.
Discovery Meeting
- One-hour casual video call
- Assess skills, interests, lifestyle, financial resources, and location preferences
- Determine alignment with franchise opportunities
Complete your Discovery Call with your Franchise Coach
Step Completion
Franchise Organizer Xcel Spreadsheet
We have created a spreadsheet for you to keep yourself organized throughout each step of your franchise journey.
Keep track of all your contacts, meetings, compare your franchise options side-by-side and track your funding options. We also provide suggested questions to ask franchisors and franchisees in Steps 5 and 8 to aide you in selecting the best franchise for you.
Feel free to add additional tabs and information as you see fit. This is your document. Only you will have access to it.
- Next Step
Tasks to Complete
Track your progress by click the “Check Mark” as you complete each task.
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Task 1
Complete Your Discovery Meeting
Discussion to determine your skills, interests lifestyle, financial resources and location.
Tasks to Complete
Franchise Glossary
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