Proposal 01 — Franchise Intelligence Transformation🚀 Upcoming

Tim Founder

Franchise Intelligence Transformation

Four phases that turn Techie's build-out bottleneck into a market position — faster stores, a new revenue line, one operating system, and an AI engine the competition can't match.

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

4 Phases

Sequential with decision gates

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Phase 1 Kickoff

5 Business Days

After joint discovery call

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Investment Model

Value-Based

Sized after economics conversation

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

“Reduce the time it takes to onboard franchisees, reduce the time it takes to build, and reduce the chance of errors.”

— Tim, in our discovery

Here's what we're building.

Where Techie goes

Where we are now

Build-out cycle is slow and error-prone — the stated bottleneck on growth
Onboarding, launch, and ramp live in disconnected processes and tools
CRM, POS, Monday, and email don't talk; ops runs on tribal knowledge
No AI layer, no differentiated tech story for franchisees to recruit on
Franchisee economics leave value on the table — no productized upsells

Where we end up

Format-specific, FDD-compliant playbooks compress build-out and cut errors
Tiered Launch Plans turn onboarding into a margin-positive product
CRM, POS, Monday, and email run as one operating system with clean workflows
A phone-accessible AI engine sits on top of every system — the story Techie tells
Franchisees actively recruit on the tech, not in spite of it

The four phases

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

Phase 1 — Foundation

Automated Build-Out Foundation

Every new store opens on a format-specific, FDD-compliant playbook — build-out time compresses and errors stop repeating.

What we'll do

›Map current build-out workflow end-to-end across formats
›Build format-specific playbooks (checklists, vendor specs, timelines, sign-offs)
›Encode FDD compliance into the workflow so it can't be skipped
›Wire the playbooks into Monday and the team's daily ops

What you walk away with

Documented build-out playbooks per formatFDD-compliant workflow templatesOperational dashboard for build-out statusBaseline metrics on cycle time and error rate

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Finalized after the economics conversation — sized against build-out time saved and error reduction per store.

Phase 2 — Revenue

Franchisee Launch & Ramp Engine

Franchisee onboarding, launch, and ramp run as a productized program — sold back to franchisees in tiers (Basic, Premium, Elite). A new revenue line, not a cost center.

What we'll do

›Design the three Launch Plan tiers — scope, deliverables, price points per tier
›Build the launch playbook each tier runs on (marketing, training, opening, first-90-day ramp)
›Stand up the operational engine that delivers each tier consistently
›Package the commercial story Techie sells to franchisees

What you walk away with

Three productized Launch Plan SKUs (Basic / Premium / Elite)Delivery engine for each tierFranchisee-facing pitch + pricingRamp metrics tied to revenue commitments

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Sized against the new revenue line — at 100 stores, three SKUs can exceed the cost of the entire transformation. Final number set after the economics conversation. Invoice issued at Phase 1 completion.

Phase 3 — Integration

Integrated Operating System

CRM, POS, Monday, and email run as one operating layer — data flows clean, workflows don't drop, and the team stops working around the tools.

What we'll do

›Audit current stack and data flows; identify breakpoints
›Integrate CRM ↔ POS ↔ Monday ↔ email with a single source of truth
›Optimize the workflows that live across systems (lead → signed → opened → ramped → royalty)
›Document the operating system so it scales past 100 stores

What you walk away with

Integrated tech stack with bi-directional data flowOptimized cross-system workflowsOperating-system documentationReporting layer that sees the full pipeline

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Finalized after Phases 1–2 confirm scope of integrations needed. Invoice issued at Phase 2 completion.

Phase 4 — Intelligence

Centralized AI Intelligence Engine

A phone-accessible AI layer sits on top of every system — answering questions, surfacing decisions, and running plays across the franchise. The differentiated story Techie tells the market.

What we'll do

›Architect the AI layer over the integrated stack from Phase 3
›Build phone-accessible interfaces (voice, mobile) for franchisees and HQ
›Train the engine on Techie's playbooks, data, and operating model
›Package the differentiation story — recruiting, marketing, FDD positioning

What you walk away with

Working AI engine over the full operating systemPhone-accessible AI for franchisees and HQDifferentiation story + recruiting collateralA position no competitor in the category can match at this scale

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Finalized after Phase 3 — the AI engine is sized to the integrated foundation it sits on. Invoice issued at Phase 3 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.

Build-out first

Build-out is the stated pain and the fastest visible win — it earns trust for the rest.

Revenue second

Once build-out is productized, the same logic productizes launch + ramp — and that's where the new revenue line lives.

Integration third

The operating system needs Phases 1–2 to know what workflows it's integrating.

Intelligence last

AI on top of chaos is noise. Run it in order and Techie has a market position no competitor can match.

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

Economics (required for value-based scoping)

What is the current franchise fee structure?

What is the typical build-out margin per store?

What is the royalty model — rate, base, escalators?

What's the current average build-out time, and what would compressing it by 30% / 50% be worth per store?

Scale & Growth

How many stores today? Target by end of next 12 / 24 / 36 months?

Where is the BrandsMart-at-100-stores comparison most relevant — operations, brand, footprint?

Which formats need playbooks first?

Decision-Making

Has Bill been briefed on the four-phase scope, or does the joint discovery call cover that?

Are Stania and Keith aligned on Rise Above's role across all four phases, or is delivery split?

Who signs off on Phase 1 individually vs. the full transformation?

Stack & Vendors

What's currently running on CRM / POS / Monday / email?

Any existing vendor relationships we need to design around or replace?

Internal team capacity for the joint work in Phases 1 and 3?

FAQ

Answers to the questions every decision-maker asks.

You can. Every phase is a standalone decision with its own ROI. Phase 1 alone solves the stated pain (build-out time + errors). Phases 2–4 are how that solve becomes a market position and a new revenue line. We recommend the full path because the math at 100 stores is unusual — but nothing forces it.

Because AI on top of disconnected systems and undocumented workflows is noise. It hallucinates against bad data and erodes trust. Phases 1–3 build the clean foundation; Phase 4 is the layer that turns that foundation into the story you tell the market. Out of order, it doesn't work.

Each phase is sized against the revenue or savings it produces, not the hours it takes. Example for Phase 2: if the Premium Launch Plan sells to franchisees at $X and 60% adopt it, the new revenue line at 100 stores is $Y. Pricing is set as a fraction of that, with a value commitment we hold ourselves to. The economics conversation is what makes those numbers real.

Joint delivery. Rise Above (Stania, Keith) owns the strategic relationship and franchise-business expertise. MetAiBlock owns AI and technology delivery — the playbooks, integrations, AI engine. We present together, scope together, and both sign off on each phase.

Then we don't move past the joint discovery call. The proposal is structured so Bill can read the executive summary and the phase-1 scope independently and decide. We'd rather slow down at this gate than push into Phase 1 without him.

A decision gate. We deliver, you review against the value commitment, and you decide whether to start the next phase. No phase auto-triggers the next. No retainer trap.

Next steps

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

Book the joint discovery call

Tim, Bill, Stania, Keith, MetAiBlock. This is the gate; everything else waits on it.

Book the call

Tim shares franchisor economics

Fee structure, build-out margin, royalty model. Required before Phase 1 pricing.

Answer the Questions section

Written answers let us walk into the call with Phase 1 scope mostly drafted.

Answer questions

Phase 1 scope + pricing delivered

Within 5 business days of the joint discovery call.

Phase 1 kickoff on approval

Subsequent phases scoped at decision gates.

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.