FranDev Sales Process — Mainstream Boutique

Sales Process Buckets

Every lead sits in one of five buckets. Each bucket answers exactly one question.

Bucket	The only question it should answer
Intake	Is this a real prospect worth our time?
Qualifying	Can this person fund, open, and operate successfully?
Closing	Should we formally award them a franchise?
Signed	Has the deal been executed and handed off cleanly?
Dead Lead / Nurture	Is this recoverable later, or truly lost?

First contact and basic verification.

Form submission and automated welcome sequence complete (email + SMS with Path to Ownership doc, Mac's video, Calendly link)
Introductory call conducted
FDD sent to lead through Portal
FDD Comms sent to lead via lead status step
FDD Receipt signed by lead via portal
Pre-qualification passed by candidate

Can this candidate fund, open, and operate successfully?

FDD review completed and clarifying questions answered
Application and financial disclosure completed — minimums met, realistic funding path, no red flags
3Q question write-up completed
Interview assessments passed
Realistic expectations confirmed by lead
Next meeting scheduled

Eliminate risk, secure approval, and formally award the candidate.

Funding validated — pre-approval or proof of funds confirming $250k–$400k liquid/accessible
Validation requests accommodated; no remaining concerns from lead
FranDev presentation made to Management and formal approval to award gained
Franchise awarded (award communication sent) and accepted by lead
FDD 16-day compliance confirmed
Agreements drafted and sent with execution instructions

Execute the deal, collect funds, and hand the franchisee off to onboarding.

Select one primary category, then a sub-reason.

Potential to revive

Sub-reasons

No future pursuit

Sub-reasons