Franchise Consultation Roadmap

A personalized journey to help you find the right business fit, step by step.

What We’ll Cover in Our First Call

• Your story and what is driving your next chapter after corporate life
• Your family goals including freedom, community, and balance
• How your skills translate into ownership success
• What “a great business” looks like for you
• How the process works and what to expect over the next 6 weeks

The Process (5–6 Weeks)

Weeks 1–2: Build Your Model
• Define your goals, budget, and lifestyle priorities
• Review 3 personalized franchise options
• Schedule your first brand introduction calls

Weeks 3–4: Discovery & Feedback
• Attend franchise discovery calls
• Share feedback after each one
• Compare how each fits your skill set, lifestyle, and financial goals

Weeks 5–6: Decision & Next Steps
• Narrow down to your top 1–2 opportunities
• Validate with current owners and review territories
• Discuss funding and your timeline to launch

What I Ask From You

• Be responsive and engaged each week
• Keep an open mind. Every call teaches you something
• Provide honest feedback on what fits and what does not
• Maintain momentum. Small steps each week make all the difference

What You Can Expect From Me

• A process built entirely around your goals and comfort level
• No sales pitch, only honest and strategic guidance
• Weekly support, structure, and next-step clarity
• Insights drawn from working with hundreds of successful franchise owners

Common Hurdles (and How We Tackle Them)

1. Analysis Paralysis — Too many options can feel overwhelming. I help you focus on the right data and move forward with clarity.
2. Fear of the Unknown — Ownership can feel uncertain. We will unpack what risk really looks like and how to manage it.
3. Time Commitment — Balancing calls, research, and family takes discipline. I provide a simple weekly structure to keep you on track.
4. Financial Clarity — We break down investment ranges, funding options, and ROI timelines so you can make confident decisions.
5. Confidence in Fit — The goal is clarity, not pressure. You will never be pushed, only guided.