| Due to the over regulation in the Franchising | | | | and work on a third crew for one day. Hesitation |
| Industry and the litigation it is important to keep | | | | means they are not quite sure yet or they |
| impeccable records. From the first phone call, | | | | falsified information. |
| email to the signing of the franchise agreement | | | | 8. Reviewing Of Request To Join Team Form will |
| everything should be documented. Below is a | | | | be screened by two Ride Along Crew managers |
| checklist we created for our franchise company | | | | and three other franchisees or independent |
| and one I wish you would consider when creating | | | | contractors, a woman not associated with our |
| your own. I recommend you copy this article and | | | | company, a Quality Control consultant, a |
| then modify it to fit your business model. | | | | customer or the founder. All people Involved get |
| You must understand that without proper | | | | one vote except Founder; he gets three. (Unless |
| documentation you might find your company | | | | there is a third Ride Along Crew, then he gets |
| entangled in meaningless and wasteful litigation | | | | only two). Prospective Franchisee must have 2 |
| instead of spending the time on expanding your | | | | 3rds. (12 Total, 8 to win!) |
| market share and brand name. Below is our | | | | 9. Request To Join Team Form Is Faxed to our |
| sample checklist we use at the Car Wash Guys, | | | | favorite leasing company if they will be borrowing |
| you may have this and modify it at will, I dismiss | | | | to buy the franchise or Wells Fargo Bank where |
| any copyrights to you. Now remember our | | | | the credit card processing will be done. Leasing |
| Franchise is a specialty type business, mobile car | | | | company will notify us if prospective franchisee is |
| wash and the franchisee must be in excellent | | | | credit worthy and fax us a TRW print out. Wells |
| physical condition, where as your business model | | | | Fargo will do a background check and see if |
| may wish to screen for other things. | | | | prospective franchisee qualifies for a merchant |
| 1. Telephone Interview with Founder or | | | | account. |
| Designated Person. (Minimum 30 min.) Friendly | | | | 10. Extensive Background Check will be done by a |
| conversation; Lots of listening. Notes will be taken | | | | contracted private investigation firm. Check will |
| on "Pre-Screening Phone Worksheet". This | | | | include: FBI Report, Court Records, etc. He/she |
| worksheet will be kept in a file if prospective | | | | must pass or other arrangements must be made. |
| franchisee is qualified. A resume will be asked for | | | | 11. Meet With Prospective Franchisee - This will be |
| at this point. It should be faxed or mailed to | | | | the first official one on one meeting. Present at |
| headquarters. If none is available, one will be | | | | this meeting will be prospective franchisee, and his |
| created from the phone interview. | | | | advisors, spouse, parents, investors, etc. Also |
| 2. Resume Is Reviewed and compared to notes | | | | present: Founder or Designated Person and eight |
| from phone interview for consistency. If it is | | | | other associates, members of the Executive |
| acceptable, then we proceed. If it is not, process | | | | Committee and franchisees or independent |
| ends here. If, during the phone interview we | | | | contractors. |
| created a resume for the prospective franchisee, | | | | 12. Vote On Prospective Franchisee to determine |
| it will be mailed to them so they can use it in their | | | | if prospective franchisee is good enough. All |
| next interview. We will also send a copy to A | | | | information will be on the table, literally. On the |
| Contract Employment Agency, a company with | | | | table will be: Credit Report, Wells Fargo Approval |
| whom we network. They in turn will send us | | | | Application, Leasing Company Tentative Approval, |
| qualified prospects. | | | | FBI Report, Court Records, Letter of Intent, Etc. |
| 3. Timed Run is performed by prospective | | | | He/she will be able to defend themselves against |
| franchisee. Designated Person will time prospective | | | | hearsay or false information on collected |
| franchisee on a running track. He or she must run | | | | documents. Other items on table will be |
| one mile in under 7:30 minutes. "Timed Run Form" | | | | Pre-Screening Phone Worksheet, Resume, Timed |
| will be signed and dated by both prospective | | | | Run Form, Ride Along Summaries and of course, |
| franchisee and Designated Person. If , He or she | | | | The Request To Join Our Team Document. All |
| fails test, they will be given a workout schedule | | | | nine people vote; Anyone absent will have their |
| based on their actual time. They may try again in | | | | vote replaced by Founder or Designated Person. |
| two weeks, or when they feel ready. | | | | (2/3rds to win) |
| 4. Ride Along with a crew. Two crews will be | | | | 13. Approval will initiate a distribution of |
| assigned to a new prospective franchisee. After | | | | agreements for the prospective franchisee to |
| the run, on the same day, prospective franchisee | | | | sign: |
| will spend all day helping a crew. | | | | Franchise Agreement |
| Second Ride Along will occur the following day | | | | Franchise Offering Circular |
| with a different crew to assure that the | | | | Leasing Application for Equipment |
| prospective franchisee understands how much | | | | Cellular Agreement |
| work there is. | | | | Supply Ordering Agreement |
| 5. File Is Created in prospective franchisee's name. | | | | Non-Disclosure Agreement |
| Included are: Pre-Screening Phone Worksheet, | | | | Bank Account Forms & Merchant Account |
| Resume, Timed Run Form, Ride Along with | | | | Agreement |
| Summaries from Crews. This checklist will be | | | | Non-Competition Of Other Franchisees Promise |
| paper clipped to front of file. | | | | Fictious Name Statement |
| 6. Letter Of Intent is asked for from prospective | | | | Document Receipt Form. |
| franchisee. When received it is put in file and | | | | 14. Returning of Forms - The prospective |
| "Request to Join Team" form is sent out. | | | | franchisee will return signed forms. No payment |
| 7. Request To Join Team Form is mailed to | | | | may be taken for 10 business days. We will use |
| prospective franchisee. It must be mailed back in | | | | fifteen days to be safe. He/she may be placed in |
| 15 days or prospective franchisee must go back | | | | training until then. |