Franchise consultant audit offer
A good CAM audit offer needs clear fit and files.
It also needs scope, exclusions, outputs, and firm review.
Sell careful source review. Do not sell a promised result.
Keep franchise review separate
A CAM audit is a separate advisor service.
It does not replace franchise disclosure review. It does not replace lease counsel.
The FTC Franchise Rule requires 23 disclosure items. Keep that work in its own lane.
Your CAM offer should cover signed lease costs. It should name its client output.
Use one offer card
Keep the whole offer on one page.
| Offer part | What to state | Firm owner |
|---|---|---|
| Client fit | Eligible client and site types | Advisor lead |
| Source files | Needed lease-year records | Intake owner |
| Base scope | Named checks and work steps | Review lead |
| Exclusions | Work outside the offer | Advisor lead |
| Output | Branded audit and action list | Firm partner |
| Draft support | Dispute letter draft when useful | Firm partner |
| Fee basis | Named scope and review work | Advisor lead |
| Completion | Signed delivery and saved source file | Firm partner |
Do not leave any row open. A vague offer creates review drift.
Screen the right clients
Start with current clients who lease business sites.
The client should control the needed lease and CAM files. The firm needs clear approval too.
Use three fit states:
| State | Meaning | Next step |
|---|---|---|
| Fit | Core proof and approval exist | Draft the scope |
| Needs source | A named gap can be fixed | Request the source |
| No fit | The work falls outside scope | Decline or refer |
Good fit does not depend on a promised issue. It depends on honest review access.
This lease tracking page groups CAM and options by site. Use those groups in your offer's file list.
They do not prove a client file has an issue.
Franchise file screen
Use this worksheet before sending a scope.
| Field | What to capture | Why it matters |
|---|---|---|
| Client | Legal client name | Keeps delivery tied to approval |
| Site | Address or site code | Keeps unit files apart |
| Lease source | Base lease and signed changes | Shows the source terms |
| Statement source | Annual CAM statement | Anchors the billed period |
| Review year | One lease and statement year | Stops period mixing |
| Client goal | Cost review, renewal, or expansion | Holds the scope line |
| Firm owner | Named final reviewer | Makes judgment clear |
| Conflict state | Cleared, open, or stopped | Protects firm duties |
Do not use a lease summary as final proof. Use it only as a map.
The signed lease and changes control the review. Mark every missing file.
Document request
Ask for the signed lease first. Ask for every signed change too.
Then ask for the annual CAM statement. Request proof of its delivery.
Ask for landlord support already held by the client. Add the past statement when useful.
Use this draft:
Please send the signed lease.
Add each signed lease change.
Add the yearly CAM statement.
Send its delivery email too.
Add landlord cost files your team has.
Do not ask for every business record. Keep the request tied to scope.
Use the document request SOP. It adds more intake steps.
Set the base scope
The base scope should be easy to repeat.
Start with intake. Confirm the source set before review begins.
Then compare signed terms with statement lines. Keep each source cite with its item.
End with firm review and a client action list.
| Work step | Base output | Owner |
|---|---|---|
| File intake | Source list and gap log | Staff |
| Lease review | Cited term record | Reviewer |
| Statement review | Cited line record | Reviewer |
| Math check | Repeatable workpaper | Reviewer |
| Item review | Branded CAM audit | Firm partner |
| Client readout | Approved action list | Firm partner |
The franchise CAM guide names cost terms, caps, shares, and review rights. Those topics can shape the scope.
Its example amounts and rates are not benchmarks. Do not use them here.
Keep each location separate
Franchise clients may have many leased sites.
Do not treat those leases as one file. One site may have different terms.
Use this packet key:
Client + site + lease + statement year
Staff can batch intake fields. Reviewers should keep each packet's proof apart.
The portfolio queue can set the work order.
Add clear exclusions
Good exclusions protect the client and firm.
Exclude legal advice and legal meaning. Route those questions to counsel.
Leave out tax appeals unless your firm handles them. Leave out property value opinions too.
Exclude site choice and franchise disclosure advice. Keep those scopes separate.
Exclude landlord talks unless client terms name them. The client should approve that step.
Exclude every promised recovery amount. Source review cannot prove a future result.
Use this scope block:
- No legal advice
- No tax appeal work
- No promised client result
- Client approval before landlord contact
Set five decline rules
Decline work that cannot support honest review.
No signed lease
The signed lease is the source. A summary cannot replace it.
No CAM statement
The statement anchors the billed period. A budget is a different record.
Open conflict
Stop until the firm clears its duties. Record who owns that check.
Legal opinion request
Facts may support counsel. The firm should not invent legal meaning.
Promised outcome request
Decline any required savings or recovery target. Offer a source review instead.
Each decline note should name one reason. It may name an outside expert.
Review steps
Use the same steps for each accepted packet.
| Step | Reviewer action | Firm check |
|---|---|---|
| 1 | Confirm the source set | Decide if gaps stop work |
| 2 | Mark the clause and line | Check client-ready support |
| 3 | Separate math and meaning | Assign the right reviewer |
| 4 | Draft the client note | Remove broad claims |
| 5 | Prepare action choices | Choose request, review, or close |
Keep software output inside firm review. The client should see approved work.
Quality-control checklist
Run these gates before the partner signs:
- The item cites a lease clause.
- The item cites a statement line.
- The math repeats from source facts.
- The reviewer names every file gap.
- The note makes no outcome promise.
- The reviewer sends legal meaning to counsel.
- The action has a firm owner.
A failed gate does not mean bad work. It means the packet is not ready.
Keep that packet in review. Send one focused source request.
Use the quality control rubric. It helps set the final gate.
Use the partner signoff sheet. It keeps approval clear.
Choose the fee basis
Price the named scope and firm review. Do not price a promised recovery.
Write down the fee inputs:
- Number of sites
- Number of lease years
- Number of signed changes
- Volume of cost support
- Review level
- Client meeting count
- Added outputs
Mark every estimate as a firm estimate. Do not present it as market proof.
The margin tool can test your own inputs. It does not set your fee.
Define the client outputs
The output should match the signed scope.
Use a source list and gap log. Add cited workpapers for reviewed items.
Give the client a branded CAM audit. Add an approved action list.
A dispute letter draft may support the next step. Keep it inside firm review.
It is not legal advice. Have counsel review before sending.
The client scope language can help mark that boundary.
Client note draft
Keep the client note plain and sourced.
We checked the source files named in this scope.
Each review item links to lease and bill support.
The open list names file gaps and next steps.
Do not call an open item a client result. The firm decides what to send.
Walk three sample files
These examples are fictional. They do not show client results.
Multi-site food client
North Pine Foods has five leased sites. Its signed files are complete.
The firm marks the client Fit. Each site gets its own packet.
The scope covers one year per site. A firm partner owns final review.
Retail client with a gap
Harbor Shops has one CAM bill. A signed lease change is missing.
The firm marks the client Needs source. Staff ask for that file.
Work waits for the signed change.
Legal opinion request
West Lake Group asks for legal advice. The advisor does not give it.
The firm marks that request No fit. It sends the question to counsel.
The facts may still support a separate CAM scope.
Delivery review notes
Save every source used. Keep the workpaper and final client note too.
The file should show the final reviewer. It should also show the delivery date.
That packet can support next year's review. Do not rely on staff memory.
Follow-up prompts
Ask these close questions:
- What would change the firm's answer?
- Which missing file stops delivery?
- Which source should the client see first?
- Which item needs counsel?
- Which item can close now?
These prompts help train staff. They also keep open work visible.
Put the offer into use
Approve the scope first. Then send packets to the portfolio CAM queue.
The annual lease cost check can flag more client files.
Keep expansion work inside the expansion CAM guide. It tests past units before a model uses them.
The franchise advisor pillar maps offer design. It also maps queue and client review work.
Another firm model may fit better. Start at the Practice Growth hub.
This scope may call for a client file tool. Open the franchise resource hub.
The franchise consultant page shows where this offer sits.
Where CAMAudit fits
Franchise advisors own fit, scope, fees, and client delivery.
CAMAudit sits behind the offer your firm scopes.
It can read supplied files and run fixed math. It can flag source-linked review items.
It can build the branded CAM audit promised in scope.
A firm partner reviews and signs each report. Your firm leads client delivery.
A reviewed item may support a dispute letter draft. Your firm reviews it.
It is not legal advice. Have counsel review before sending.
Use the source citation guide. It helps test source links.
Follow the review and sign model. It keeps your firm's judgment clear.
Use the service line guide. It helps place the offer.