How we work
The path from intake call to owner briefing
A clear sequence for franchise reporting engagements so multi-location owners know what happens between first enquiry and final charts.
- Enquiry and fit. You share location count, reporting period, and the decision the pack must support. We confirm whether a flagship report, audit, scorecard, or briefing is the right shape.
- Written scope. Locations, KPI list, deliverables, timeline, and fee are confirmed before data collection begins.
- Data templates. We send structured templates aligned to your existing exports. Your nominated contact returns completed files.
- Draft visuals. Comparative charts and variance notes arrive for one revision cycle. Labels for one-offs are checked with you.
- Final pack and briefing. You receive the PDF pack and a scheduled owner briefing to rehearse how the numbers will be presented.
What you prepare
- Official location names matching franchise records
- Three to twelve months of consistent sales and labour extracts
- Known one-offs: renovations, closures, large catering orders
- Decision deadline for the partner or franchisee meeting
What we protect
- Comparable periods across every unit in scope
- Ranking rules that do not change mid-engagement
- Source cut-off dates printed on every chart page
- Briefings limited to the owners who must decide