Franchise consultant CAM review worksheet
Use this worksheet when a franchise consultant wants to spot which franchisee files deserve a CAM review before a renewal, resale, or lender package.
The partner is the reviewer. CAMAudit helps prepare the packet, but your firm decides scope, timing, client message, and next steps.
When to use this review worksheet
Use it when the client has a lease, a CAM or NNN statement, and a real business reason to look now. Good reasons include renewal planning, a sale process, a new year-end true-up, missing landlord backup, or a charge that changed without a clear note.
Do not use it to guess at recovery. Do not use it as legal advice. Use it to decide whether the file is ready for partner review.
Why this matters for a franchise consultant
Franchise groups often treat occupancy cost as rent plus a vague shared-cost line. That hides the real review work. Ask for the lease, amendments, latest CAM or NNN statement, landlord backup, store count, renewal dates, and who approves site costs. Mark the file as good fit, document gap, counsel first, or no fit.
The goal is not to accuse the landlord. The goal is to build a clean file. A clean file lets the partner compare the lease to the statement, ask for missing support, and decide if a branded CAM audit report is worth the client's time.
The artifact: consultant referral screen
Score each lead as ready, needs files, counsel first, or no fit.
- Concept type and number of units.
- Lease form status: common, mixed, or unknown.
- Statement year and charge type.
- Client concern in one sentence.
- Documents already available.
- Renewal, sale, or financing timing.
- Prior landlord backup request.
- Partner handoff owner.
Fit decision
Use four paths.
| Path | Use when | Next step |
|---|---|---|
| Good fit | Documents exist and the charge is meaningful | Scope a partner review |
| Need documents | The issue may matter, but proof is missing | Send a document request |
| Counsel first | A dispute deadline or legal question is active | Ask counsel to guide timing |
| No fit | Lease terms or charge size do not support paid work | Close the file kindly |
Partner readout language
Say this to the client:
We are not making a recovery claim from this screen.
We are checking whether the lease, statement, and landlord support give us enough proof to review the file.
If the file is ready, we can scope a partner-owned CAM review.
CAMAudit helps us organize the documents and test charges against the lease.
Our team reviews the output before anything goes to the client or landlord.
Internal links for the next step
- Use the ICP scorecard when this file needs a next step.
- Use the first sales call walkthrough when this file needs a next step.
- Use the discovery call script when this file needs a next step.
- Use the plan guide when this file needs a next step.
- Use the proposal scope template when this file needs a next step.
- Use the objection card when this file needs a next step.
What to hand off
Hand off the referral screen, available documents, client concern, and timing notes. The partner should know why the referral is worth a first review.
Franchise file screen
Use this worksheet when a franchise advisor needs to rank lease-cost files across operators. Keep brand rules, renewal timing, store count, statement year, and missing backup visible before the partner scopes work.
Intake Fields
| Field | What to Capture | Why It Matters |
|---|---|---|
| Client and location | Legal client name, store or site name, property address, and internal owner | Keeps multi-location work from mixing files |
| Lease source | Base lease, amendments, side letters, renewal notices, and abstracts used | Shows what the reviewer actually relied on |
| Statement source | CAM, NNN, tax, insurance, utility, or operating expense statement reviewed | Ties every question to the landlord document |
| Review period | Month, quarter, reconciliation year, or renewal window | Prevents old support from being used for a new issue |
| Client goal | Scope, cost question, renewal support, diligence, or operating control | Keeps the work from drifting into unsupported advice |
| Partner owner | Person who reviews and signs the output | Makes professional judgment explicit |
Document Request
Send a narrow request first. Ask for the signed lease package, every amendment, side letter, commencement letter, latest reconciliation statement, landlord backup already received, and the prior-year statement if the client has it. If the client has a lease abstract, request it but do not treat it as the source of truth. The reviewer should use the abstract as a map and cite the signed documents.
If a file is missing, mark it in the exception log instead of filling the gap from memory. A missing amendment, side letter, or backup schedule can change the answer. The partner can still continue scoping, but client-facing findings should wait until the gap is acknowledged.
Review Workflow
| Step | Reviewer Action | Partner Check |
|---|---|---|
| 1 | Confirm the lease package is complete enough for the agreed scope | Decide whether gaps are acceptable or need a hold |
| 2 | Mark the clause, statement line, and support page for each review item | Confirm the source cite is strong enough for client use |
| 3 | Separate math issues from classification issues | Decide whether deterministic math or professional classification is needed |
| 4 | Draft the client note in plain language | Remove overclaiming, legal advice, or unsupported recovery language |
| 5 | Prepare the next-action options | Choose whether to request backup, monitor, escalate, or close |
Decision Gates
Use these gates before the partner signs off:
- The finding cites a lease clause and a statement line.
- The math can be repeated from the source packet.
- The client impact is described as a review item, not a promised outcome.
- Any legal-rights question is routed to counsel.
- The client communication names what is known, what is missing, and what the partner recommends next.
A file that fails one of those gates is not bad work. It is simply not ready for delivery. Keep it in the review queue and send a focused follow-up request.
Client Communication Draft
We reviewed the lease documents and the landlord support available for this scope. The item below is ready for partner review because it ties to a specific lease term and statement line. Before any landlord communication, we recommend confirming the open items listed in the source packet.
Use that wording as a starting point. It keeps the partner in control and avoids promising an outcome.
Where software supports the location file
CAMAudit can help turn location documents into a partner-branded review file by site. The advisor keeps control of scope, client tone, and final signoff before any operator-facing note goes out.
Quality-Control Checklist
- Source packet names every document used.
- Findings are grouped by client decision, not by software output.
- Open gaps are visible in the handoff.
- The final note avoids legal advice unless counsel supplied it.
- The partner can explain the finding without rereading the entire file.