Franchise Checklist
4.8/5 with 89 votes
Table of Contents
Save the full checklist and customize it later.
0 of 34 completed
- Talk to the Franchisor
- Know the company's financial condition and history.
- Check how long it has been franchising.
- Check details of pilot operation results.
- Ask for current number of franchisees.
- Ask for permission to talk to random franchisees.
- Check main source of company earnings.
- Check demand for the product or service.
- Check value and appeal of product or service.
- Check long-term viability of product/service.
- Ask for type and level of head office support.
- Ask for full details of the training provided.
- Check whether training is an extra cost.
- Check total cost of taking up the franchise.
- Determine realistic working capital needed.
- Check permission for bank references and other referees.
- Check territorial practices and exclusivity terms.
- Know types and amounts of advertising.
- Know if there is a need to buy products from the franchisor.
- Check target obligations.
- Know realistic profit and loss figures.
- Check management service fees or royalty payments.
- Ask for operating restrictions.
- Check launch assistance.
- Ask for sample contract.
- Franchise Agreement
- Your rights to sell/transfer ownership of franchise.
- Obligations to the franchisor.
- Rights to renew or extend contract beyond original term.
- Terms and conditions for terminating contract.
- Description of training and support offered.
- Price, commissions, rental fees involved.
- Boundaries of the territory awarded to you.
- Description of your heir's rights in the event of your death.
Download or Print this Franchise Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Campbell Rodriguez
Stats
Views
121
Views: 121
Uses
3
Uses: 3
Tasks
34
Tasks: 34
Who it's for
This Franchise Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Franchise steps every time, regardless of who executes
- Save time - reuse a proven Franchise workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Franchise checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Franchise Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Franchise comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 89 votes