For franchise brokers and consultants

Virtual assistants for franchise brokers

Give each candidate a clear next step without spending your day chasing introductions. Knows The Drill recruits and prepares your assistant for franchise brokerage work and your agreed responsibilities before handoff.

Find your assistant

A good introduction needs follow-through.

A candidate is waiting on a discovery call. A franchisor has offered three times, and another introduction needs background information. Those details can stall while you are helping someone evaluate their options.

An assistant can maintain the candidate record, arrange introductions and keep the next conversation moving. You see who has responded, what is still needed and where your judgment will move the process forward.

The work to hand off

Keep the candidate journey organized.

Prepare candidate records

Collect the information in your intake checklist, connect it to the original inquiry and flag unanswered questions. Keep notes current as availability or stated preferences change.

What you get back: A candidate brief ready for your discovery conversation

Coordinate franchisor introductions

Use the options you select to request meeting times, share authorized background material and confirm participants. Record each introduction separately so parallel conversations do not get confused.

What you get back: An introduction log with contacts, dates and confirmation status

Follow up on open conversations

Track what the candidate and franchisor agreed to do next. Send approved reminders and bring a stalled conversation back with its history and the decision needed.

What you get back: A follow-up queue organized by candidate and next action

Prepare your pipeline review

Bring together recent activity, upcoming calls and unresolved questions. Keep a paused candidate visibly separate from someone awaiting a response.

What you get back: A pipeline digest with meaningful stages and open decisions

Illustrative workflow

From candidate intake to a confirmed introduction

Start with one candidate and define what must be in place before an introduction goes out.

Capture the request

Assistant preparesCollect intake details and preferred meeting windows.

Your team decidesWhether the candidate is ready for your discovery process.

Record your selection

Assistant preparesList the contacts and background material you authorize.

Your team decidesWhich opportunities to introduce and what information to share.

Arrange the conversation

Assistant preparesCoordinate availability and record each participant's confirmation.

Your team decidesAny change to the intended introduction or discussion scope.

Close the loop

Assistant preparesLog next steps and outstanding replies.

Your team decidesHow to advise the candidate and whether to continue.

Illustrative example — not a client record

A franchise introduction ready to confirm

Use one record per candidate-to-franchisor introduction so a reply cannot disappear into the main candidate file.

Candidate and introduction: Example entryCandidate F-018; introduction to Brand A.; What to provide or checkConnect the conversation to the candidate's main record.
Broker instruction: Example entryIntroduce the candidate to the designated development contact; share the approved profile.; What to provide or checkIdentify the authorized contact and information.
Meeting window: Example entryCandidate is available Tuesday after 2 p.m.; the franchisor offered 3 p.m.; What to provide or checkShow the proposed time and its source.
Confirmation gap: Example entryCandidate has not yet accepted the 3 p.m. invitation.; What to provide or checkSeparate an offered time from a confirmed meeting.
Next action: Example entryAssistant requests candidate confirmation, then updates the introduction log.; What to provide or checkName the action that closes the scheduling gap.

Ready to hand over when: The broker can identify the introduction, see what information was authorized and tell whether both participants have confirmed the same time.

Download the blank template (CSV)

No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.

Shape the role around the workload

Are introductions creating a recurring follow-up queue?

A useful fit when

You have several active candidates, each with separate franchisor conversations.
You can define pipeline stages and provide approved introduction messages.

Discuss the setup first

Most work arrives around a few isolated referrals; discuss the ongoing workload and hiring format.
Candidate ownership is shared across brokers without a clear person to choose the next step.

Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.

Keep recommendations with the broker.

Give your assistant a practical communication playbook and a named contact for questions that call for your expertise.

You select opportunities and advise candidates on their options.
Disclosure documents, suitability questions and financial or legal interpretation go to qualified professionals.
You authorize candidate information sharing, outreach wording and commitments to franchisors.

Show us how a candidate moves through your practice.

01An intake form and your candidate pipeline stages.
02A recent introduction with its follow-up.
03Your CRM, scheduling tools and required prior experience.
04Contact rules, working hours and the owner for stalled conversations.

Recruit. Prepare. Hand over.

Recruited for you. Trained for your industry.

First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.

We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.

Choose the support behind your hire.

Managed assistant

A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.

Explore managed support

Direct hire

We recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.

Explore direct hiring

The examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.

Before you bring someone on

Can an assistant communicate with candidates and franchisors?: Yes, within the role you agree. Scheduling, introduction logistics, information requests and follow-up can follow your instructions. Provide examples of questions that need your response.
Can several brand conversations be tracked for one candidate?: Yes. Each introduction can have its own contact, meeting status and next action while remaining connected to the candidate's main file. You choose which conversations belong in the process.
Will my assistant recommend franchises?: Recommendations remain with you. The assistant organizes the facts and conversation history you need, then handles the administrative steps arising from your decisions.
How do you prepare an assistant for my brokerage?: We discuss your candidate journey, required skills, CRM and hours during matching. Preparation covers the franchise brokerage context and agreed responsibilities before handoff; preparation time is agreed with you.
Which hiring arrangement can I choose?: Managed support provides a dedicated, full-time assistant through KTD, with ongoing team support and a monthly fee. Direct hire covers recruitment and training for a placement fee before you hire into your team. Scope, hours and terms are agreed first.

Make every introduction easier to follow.

Bring us the candidate conversations you want better organized. We will shape a role around your introduction process, tools and working hours.

Find your assistant

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