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Free checklists, templates, and models for diligence and planning. Enter your email on any file to unlock the download — we will send you a copy of the link too, or attach the whole library at once. Everything here is an estimate or checklist aid, not legal or financial advice.
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All 9 files as a single zip. Enter your email and the download unlocks straight away — we will send you a copy of the link as well.
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For franchiseesFDD Review Checklist
A practical, item-by-item read-through checklist for prospective franchisees evaluating a wellness brand's Franchise Disclosure Document, so you walk into discovery days with the right questions. Not legal advice.
What is inside
- Prompts for FDD Items 5 through 21, in plain English
- Validation-call questions for current and former franchisees
- A simple go / slow-down / walk-away decision filter
Format: PDF checklist
Read: how to evaluate a franchiseFree download
Franchisor/FranchiseeRoyalty Model Comparison Template
A spreadsheet to model revenue-based, margin-based, and flat-fee royalty scenarios side by side with your own assumptions, so you can see how each structure behaves as COGS and revenue move.
What is inside
- Inputs for revenue, COGS, royalty rate, and ad fund
- Side-by-side monthly and annual royalty under all three models
- Effective-rate comparison so margin vs revenue is obvious
Format: Excel template
Read: how to structure franchise royaltiesFree download
Franchisor/Franchisee12-Month Unit Economics Model
A starter spreadsheet for a single location's first year: membership revenue ramp, variable costs, and fixed monthly expenses, so you can pressure-test break-even timing before you sign. Estimates only.
What is inside
- 12-month revenue ramp with member-count assumptions
- Variable and fixed cost lines you can overwrite
- A running view of monthly contribution and break-even
Format: Excel model
Use: the break-even calculatorFree download
For franchisorsFranchise Operations Manual Outline
A section-by-section outline for building a wellness franchise operations manual: brand standards, staffing, marketing, reporting, compliance, and technology.
What is inside
- Eight core manual sections with checklists
- Financial reporting and KPI submission prompts
- Compliance and credential tracking placeholders
Format: PDF outline
Read: franchise operations manual guideFree download
For franchiseesDiscovery Day Question List
Structured questions for wellness franchise discovery days covering economics, support, fees, territory, and validation.
What is inside
- Brand, leadership, and support questions
- Unit economics and fee walkthrough prompts
- A simple post-day decision filter
Format: PDF checklist
Read: franchise discovery day guideFree download
For franchiseesFranchise Validation Call Script
A respectful script for franchisee validation calls: what to ask current and former owners about money, support, and whether they would sign again.
What is inside
- Financial and operations question bank
- Red-flag cues to watch for
- Post-call logging checklist
Format: PDF script
Read: how to evaluate a franchiseFree download
Franchisor/FranchiseeGrand Opening Checklist
A 90-day countdown checklist for wellness franchise openings: permits, staff, marketing, soft open, and first-month KPI review.
What is inside
- T-90 through T+30 milestone tasks
- Launch-week daily tracking prompts
- First-month P&L and retention review
Format: PDF checklist
Read: how to buy a wellness franchiseFree download
Franchisor/FranchiseeSite Selection Scorecard
A weighted scorecard for comparing wellness franchise sites on demographics, competition, rent load, and franchisor criteria fit.
What is inside
- Ten scored categories with suggested weights
- Rent vs revenue line item
- Weighted total column for side-by-side sites
Format: Excel scorecard
Use: rent affordability calculatorFree download
For franchiseesFranchise Comparison Worksheet
A side-by-side worksheet to compare wellness franchise brands on investment, fees, Item 19, validation progress, and your go/slow/walk decision.
What is inside
- Columns for two or more brands
- Investment and fee comparison rows
- Validation and discovery day tracking
Format: Excel worksheet
Read: best wellness franchises framework