How We Work
From finding the opportunity to deploying it. Here's how.
The Engagement Model
Three phases. You control the pace.
Discover
Who's involved
- Operations leaders with visibility across the system
- Department leads in the areas with the most friction
- FBCs or multi-unit operators who can represent the franchisee perspective
- The executive sponsor who will make the go/no-go decision for Phase 02
What happens
Over approximately four weeks, we work through your franchise system — operations, development, and how the network performs as a whole — to identify where AI creates the most impact. Opportunities are mapped against the effort required to deliver them, giving you a clear basis for deciding where to start.
What you get
A prioritized view of AI opportunities specific to your system, and a recommendation for which one is worth pursuing first — with the reasoning behind it. Yours regardless of what you decide next.
Shape
Who's involved
- The primary users of the AI solution who can test against real workflows
- An executive sponsor who can make decisions and remove internal blockers
- FBCs or franchisee representatives from pilot locations
What happens
Over three to six months, the AI solution is built and refined against success criteria defined at the start of this phase — tested against how your franchise actually runs before it reaches a single location.
What you get
An AI solution validated against the criteria you set upfront, specific to your operational reality and ready for its first locations.
Expand
Who's involved
- Franchise Business Consultants who manage franchisee relationships
- Multi-unit operators whose early adoption influences the rest of the system
- Franchisee advisory council representatives, where applicable
- The franchisor's operations and training teams
What happens
Rollout happens in waves — each one informing the next. The AI solution improves continuously as real usage data flows in from across your system. Pace is determined by your organization's readiness.
What you get
AI running across your system, improving with every wave it reaches. Nothing for your team to manage or maintain.
FAQ
Common questions.
What to expect before, during, and after an engagement.
What does the Discover phase cost?
Nothing. The Discover phase is free — and risk-free. The opportunity map and recommendation belong to you regardless of what you decide next. You're not paying to find out whether there's something worth building.
What does Phase 2 cost?
The Shape phase runs on a monthly engagement fee scoped to what we're building together. Specific figures are confirmed during the intake conversation once we understand the focus area and what's involved.
What does our team need to do?
Your team works alongside BeForm throughout — testing the AI solution against real workflows, giving feedback, and making decisions when direction needs to change. This isn't a hands-off engagement. The quality of what gets built depends on active participation from the people who know your system best.
Does this replace our existing tools and systems?
No. BeForm is the intelligence layer that sits on top of the data your operations already generate — no changes to your existing systems required.
What if we complete Discover and decide not to proceed?
The output is yours. No obligation to continue, no follow-up pressure. If the recommendation doesn't make sense for where your organization is right now, you walk away with a clear picture of where AI creates the most impact in your system — which has value on its own.
How is this different from working with a strategy consulting firm?
Strategy consultants answer what you should pursue. BeForm is where that direction becomes real — the execution layer between AI strategy and AI deployed in your franchise system.
Get Started
Is BeForm the right fit for where you are?
If the three-phase model fits where your organization is right now, a short intake conversation is the next step.