How does the FIT Report work, what information does it use, and can its next actions be customized?

How does the FIT Report work, what information does it use, and can its next actions be customized?

The Franchise Fit Report is an AI-powered, personalized report that explains how well a candidate fits your franchise opportunity. FIT means a good fit. It is not an acronym.

What it covers

  • An overview of the brand and the opportunity

  • The candidate's personality and a "day in the life" view of ownership

  • Why the candidate and your brand are a good match

  • Local market insights for the desired territory

  • Financial considerations and next steps

What information it uses

  • Candidate name, address, and LinkedIn URL

  • Desired territory

  • Answers to guided questions about interest, experience, finances, time commitment, and goals

  • Meeting notes or call transcripts you paste in

  • Context such as concerns, objections, competitor interest, or preferences

How to create one

  1. Go to Brand Reports > Fit Report.

  2. Enter the candidate details and answer the questions.

  3. Add notes and preferences.

  4. Generate the report, then review and edit it.

Customizing next actions

The report is editable. Your team can adjust the content, including next steps, before sharing it with the candidate.

The Fit Report supports the candidate's evaluation. It does not replace the FDD.

Info
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