Proposal 02 — Foundation Scoping🚀 Upcoming

Tim Founder

Foundation Scoping

A standalone 6-week engagement — three format-specific playbooks proven on real stores, a vendor qualification framework, and a clean build-partner handoff. The de-risking step before the broader transformation.

Book the discovery conversation View full scope

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.

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Review the phases

What we deliver, phase by phase

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Answer the scoping questions

Sharpen the discovery conversation in 5 minutes

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Read the FAQ

Answers to the questions every decision-maker asks

🚀Engagement Overview

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Engagement Shape

3 Phases

6 weeks, each with a decision gate

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Kickoff

This Week

After margin + velocity data shared

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Investment Model

Value-Based

Finalized once economics are confirmed

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Pricing is grounded in the value each phase unlocks — discussed at discovery.

“prove the format-specific approach works on real stores before committing.”

— Tim, in our discovery

Here's what we're building.

Where Techie goes

Where we are now

One-size-fits-all build-out treats Walmart, BrandsMart kiosk, and Albertsons as the same problem — they aren't
Vendor qualification is undocumented and inconsistent — every new format means re-learning who can deliver
FDD compliance is applied case-by-case, not baked into the playbook
No proven, repeatable rollback or QA protocol when a build hits an issue mid-cycle
Committing to the full four-phase transformation before the format-specific approach is validated on real stores

Where we end up

Three FDD-compliant playbooks — one per format, each proven on a real store
A vendor qualification framework that documents who qualifies for which format, and why
An AI-assisted customization layer that adapts playbooks to store-specific conditions without breaking compliance
Rollback and QA protocols that protect every build, every time
A clean handoff package build partners can execute against — and a real-data answer on whether to commit to Phases 2–4

The four phases

Each is a standalone decision. Each has its own ROI. The order matters — here's why.

Phase 1 — Audit

Foundation Audit

A documented, evidence-based picture of where the current build-out process breaks across all three formats — and exactly which gaps the playbooks need to close.

What we'll do

›Current-state audit across Walmart, BrandsMart kiosk, and Albertsons build-out cycles
›FDD-compliance gap analysis — what's compliant by accident vs. by design
›Vendor landscape map — who you've used, what worked, what didn't, by format
›Risk register for the three formats — operational, regulatory, and partner-side
›Audit readout with Tim, Bill, Stania, and Keith — alignment before playbook drafting begins

What you walk away with

Documented audit across all three formatsFDD compliance gap mapVendor landscape by formatRisk register (operational, regulatory, partner-side)

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Value-based fee finalized after build-out margin and target store velocity data is shared this week.

Phase 2 — Playbooks

Three Format Playbooks

Three FDD-compliant, format-specific playbooks exist — each proven on at least one real store of that format.

What we'll do

›Walmart store playbook — full build-out sequence, FDD-compliant, AI customization layer
›BrandsMart kiosk playbook — kiosk-specific build sequence with format-appropriate vendor logic
›Albertsons store playbook — store-format build sequence with compliance and rollback baked in
›AI-assisted customization layer — adapts each playbook to store-specific conditions
›Live validation on one real store per format — playbook executes against reality, not theory

What you walk away with

Three working, format-specific playbooksAI customization layer for store-level adaptationReal-store proof on one store per format

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Value-based fee finalized after Phase 1 audit confirms scope per format. Invoice issued at Phase 1 completion.

Phase 3 — Handoff

Vendor Qualification + Build-Partner Handoff

Build partners receive a complete, executable package — playbooks, qualified vendors, rollback protocols, and QA gates — and your team has the rollback muscle to protect every future build.

What we'll do

›Vendor qualification framework — documented criteria per format, scored vendor list
›Rollback protocols — step-by-step recovery for the most likely failure modes
›QA gate definitions — what gets checked, by whom, at which milestones
›Build-partner handoff package — playbooks + vendor list + protocols, in the format partners need
›Handoff session with build partners — walk them through the package, answer questions

What you walk away with

Vendor qualification framework (scored per format)Rollback protocols and QA gate definitionsBuild-partner handoff package — ready to execute

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Value-based fee finalized after Phase 2 validates per-format scope. Invoice issued at Phase 2 completion.

Why this order

The sequence isn't arbitrary. AI on top of chaos is noise — it amplifies whatever's underneath. Build the foundation first, then the revenue layer, then the integration, then the intelligence.

Audit first

You can't write a format-specific playbook without first knowing where each format breaks today. The audit surfaces that.

Playbooks second

Playbooks are the actual artifact — and they must be validated on real stores before vendor qualification means anything. You qualify vendors against the playbook, not against an idea.

Handoff last

The handoff package is the output of everything before it. Reverse the order and you're qualifying vendors for a playbook that doesn't exist yet, against gaps you haven't audited.

Investment

4 decisions, not one big one.

Decisions, not dollars

This is a value-based engagement. Final numbers come after Tim shares franchisor-side economics — franchise fee structure, build-out margin, royalty model. With those, each phase gets sized against the revenue or savings it produces.

Phase 1 sized first — delivered within 5 business days of discovery call
Phase 2 commercial logic: at 100 stores, three Launch Plan SKUs can exceed the total transformation cost
Subsequent phases priced after their predecessor confirms scope
No phase commits Techie to the next — decision gates between every phase

The commitment model

You

Join the joint discovery call (Tim, Bill, Stania, Keith)

MetAiBlock

Deliver Phase 1 scope + pricing within 5 business days

You

Share franchisor economics before the call

MetAiBlock

Size every phase against measurable value, not hours

You

Answer the scoping questions below

MetAiBlock

State the value commitment before each invoice

You

Decision at each gate — no pressure forward

MetAiBlock

No phase auto-triggers the next

Book the discovery conversation

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.

Questions for you

A few things we need from Tim, Bill, Stania, and Keith before Phase 1 scope and pricing can be finalized.

We only use these answers to prepare your proposal.

Your details

Name

About the economics

What's your current build-out margin per store, by format (Walmart, BrandsMart kiosk, Albertsons)?

What's your target store velocity for the next 12 months, broken down by format?

What's the royalty structure per store once a location is operational?

About the formats

For Phase 2 validation, which specific store of each format should the playbook prove against — and when is each store available for live validation?

Are there existing FDD documents or franchisor compliance materials we should align the playbooks to from day one?

Which build partners will receive the Phase 3 handoff package, and are they already engaged or do we need to scope that?

About the team

Who from Techie owns each format internally — and who are the operational leads we'll work with during the audit?

Bill — what's the right way to bring you fully into this proposal review? A dedicated walkthrough, async written summary, or something else?

FAQ

Answers to the questions every decision-maker asks.

Because you asked for it that way — and you're right. Foundation Scoping is a discovery and validation step. It proves the format-specific approach works on real stores before you commit to Phases 2–4. Bundling them would defeat the purpose. If Foundation Scoping delivers what we both expect, the four-phase conversation picks up from a position of evidence, not assumption.

Then we know that before drafting a playbook for it. The audit is designed to surface exactly this kind of finding. We adjust Phase 2 scope or recommend a different approach for that format — and you don't pay for playbook work on a format that wouldn't have worked.

Each playbook captures the format-level pattern. The AI layer adapts it to the specific store — local vendor availability, site conditions, regional compliance variations — without rewriting the playbook itself. It's customization within compliance, not customization that breaks compliance.

Then we don't kick off. This proposal is built for Tim and Bill as co-decision-makers — we will not advance without Bill's explicit alignment. If a dedicated walkthrough with Bill helps, we'll schedule one before any kickoff.

Foundation Scoping is what makes Phases 2–4 executable. The format-specific playbooks become the foundation Phase 2's franchisee launch engine builds on. But that's a future conversation — gated entirely on Phase 1 proving out on real stores.

Because the value of a 15-Walmart, 50-BrandsMart-kiosk year is wildly different from a 3-store year. A fixed fee either overcharges on the small case or undercharges on the large one. Value-based pricing lines the fee up with the economic outcome — which is also why we need margin and velocity numbers before we finalize.

Next steps

The gate is the discovery call. Everything else follows from there.

Tim — share build-out margin and target store velocity data this week

Without it, value-based pricing stays a placeholder.

Bill — confirm you've reviewed this proposal

Reply with questions, pushback, or a green light. No sign-off path without you.

Answer the Questions section above

It unlocks the final pricing and the audit kickoff date.

Answer questions

Book the kickoff call

Tim, Bill, Stania, and Keith — that's where Phase 1 starts.

Book the kickoff

Ready to book the discovery call?

Tim, Bill, Stania, Keith, and MetAiBlock — one call sets everything in motion.

Book the joint discovery call

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.