Service 03 · AI Automation
Review a 300-page FDD in
10 minutes.
The average franchise consultant spends 15 hours a week on prospecting and follow-up. We cut that to 2. FDD review drops from three hours to ten minutes.
Uploaded FDD
SmashBurger_FDD_2024.pdf
347 pages · Analyzed in 8m 32s
Analysis
CompleteItem 5–7 · Fees
$45,000 initial · 6% royalty · 2% marketing fund
Item 19 · Financial Performance
Top quartile AUV: $1.8M
Item 20 · Outlet Data
234 open · 12 closed (2023)
Item 3 · Litigation
2 pending matters flagged
Analyzed in 8m 32s · Powered by Claude API
Featured · Wedge module
FDD Document Analysis
Upload a 200-400 page FDD. AI extracts Items 5-7 (fees), Item 19 (financial performance), Item 20 (outlet/turnover), litigation history. Compare fee structures across brands. Flag red flags.
Review time
10 min
3 hours manual− 94%
Module library
More automation modules
Each module is scoped, built, tested, and iterated for your specific workflow. Start with one, expand as ROI clears.
Automated Follow-Up
AI drafts personalized follow-ups based on candidate responses, timing, and engagement signals.
Financial Pre-Qualification
AI intake screens net worth, liquid capital, credit score, and investment range before you spend time on a call.
Territory Research
Auto-pulls demographic data, competition density, and market viability scores for target geography.
Scheduling & Prep
Auto-books discovery calls, sends pre-call questionnaires, generates consultant briefing docs.
CRM Pipeline Management
Auto-tags, moves, and prioritizes candidates based on engagement signals. No manual CRM hygiene.
Compound time savings
What 20 hours/week back looks like.
15 hrs/week
2 hrs
Weekly admin
3 hrs
10 min
Per FDD review
50%+
Unqualified calls eliminated
Pricing
Simple, two-part.
Part one
$3,000
One-time setup — scoping, build, testing.
Part two
$2,000
/month
Ongoing tuning as your process evolves.
Each automation scoped, built, tested, and iterated for your workflow — not a generic shelf product with your logo on it.
Questions we get