Field
Territory walk notes
Territory walk notes help you judge the real conditions of a proposed franchise site before you commit. Use them to spot local strengths, gaps and risks that agreements and maps cannot show.
Why territory walk notes are important
Territory walk notes are for anyone comparing proposed franchise areas, from city corners to small-town retail strips. They help you look past maps and demographic reports to see what is on the ground. Completing these notes before signing can highlight practical site risks, access problems or local competition that may not be clear from paperwork alone.
Use walk notes when you have a say in site choice or when comparing more than one area. They are less useful if you are required to take a fixed site with no input, though they can still help you spot local concerns to raise with the franchisor.
What to check and record
The worksheet covers everyday checks you need to make on foot. Take your printed notes along and complete them while inspecting each part of the area. Take photos of anything out of line with the franchise’s operating style or standards.
Record what you observe, including information from the landlord or franchisor. If you notice issues, add details and ask follow-up questions. Never assume another party has checked for you.
- Street visibility and kerb appeal
- Parking and vehicle access
- Rival brands and vacant shops
- Foot traffic and nearby anchors
- Signage options and restrictions
- Litter, fencing and pavement quality
How to act on red flags
If your walk notes show problems such as poor access, visible crime or empty neighbouring shops, discuss these points with the franchisor before signing or paying a deposit. List your findings and ask for written answers or support plans.
Some issues, like zoning or municipal health, may block a deal entirely. Others may affect your working capital, such as needing extra security or signage. Use your notes to check if the disclosure document and franchise agreement address these risks. If unsure, take your questions to an attorney or relevant advisor.
Request your printable walk notes worksheet
Send us your area and franchise type. We will send the latest printable worksheet and walk notes prompts to help you review your target territory.