Map the customer occasion

Investigate when customers might use the specific concept and why. A national brand identity does not establish the rhythm of a local street, shopping center or delivery area. Observe the proposed market at relevant times and record what you can actually see.

Ask how the offered format handles different service channels. Dining in, pickup, catering and delivery can create different equipment, packaging, staffing and customer-care demands. Do not assume every format includes all channels.

Connect demand questions to the kitchen

Ask which tasks occur before, during and after a service period. Purchasing, preparation, cleaning and supervision matter even when customers are not visible. Request the system’s requirements and speak with owners about how they organize the work, keeping each account in context.

Investigate food-safety, premises and licensing requirements with qualified local professionals. Marketing familiarity does not remove those responsibilities. Include equipment servicing and approved purchasing arrangements in the research.

Compare sites on consistent evidence

Use the same observation headings for each candidate site: access, visibility, competing uses, service times and practical operating constraints. These observations inform questions; they are not a sales forecast. Review location-specific costs and current disclosure documents before drawing an investment conclusion.

Put it on paper

  • Observe the market at relevant service times.
  • Map preparation and closing work as well as customer service.
  • Investigate the exact format and local requirements.

Continue with the franchise research checklist, our FDD guide, and the research directory.

Continue your research

The franchise research checklist →
Understanding the FDD →
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