Get your bearings.
Help your prospects find their ideal franchise.
Bearing qualifies candidates through conversation, scores three-sided fit across 800+ brands, and nurtures leads through the entire franchise decision journey — so you close more deals with less manual work.
The problem
You already know these numbers.
77% of your leads never get a response in time. You're matching candidates to brands from memory — maybe 100-200 you know well out of 3,000+ that exist. FDD review takes hours. Follow-ups fall through the cracks. And the deals that do close take 24 weeks on average.
2%
Of your leads actually become franchisees
$17,550
Your average cost per closed deal (up 28% YoY)
77%
Of leads never get a response in time
Do the math.
50 active prospects × 30 min per match = 25 hours/month on matchmaking alone.
Add FDD review, qualification calls, follow-up emails, and CRM updates — you're spending more time on admin than on closing deals.
Bearing does the matching in 30 seconds, the FDD extraction in 60 seconds, and the follow-ups automatically.
See it in action
Seven agents. One workflow. Watch it in action.
How it works
Seven specialized agents. One intelligence layer.
Each agent handles a different stage of the prospect journey — from first click to franchise agreement. You stay in control. Bearing handles the work.
Scout
Generates LinkedIn outreach strategy and content for your practice. Identifies target audiences, drafts posts, and drives qualified prospects to your custom intake form — scaling your top-of-funnel without extra hours.
Intake & Auto-Scoring
Every broker gets a branded intake link (getbearing.co/intake/your-name) to share anywhere — LinkedIn, email, your website. Prospects fill it out in three minutes. Bearing auto-scores financial readiness, motivation, timeline, and industry fit. Every score is reproducible and explainable.
Conversational Qualifier
Digs deeper than the intake form through a conversational assessment. Surfaces engagement signals, validates financial readiness, and checks timeline alignment. Log call notes with sentiment and action items — the insights a form can't capture.
Three-Sided Matching
Optimizes across three dimensions simultaneously: what the candidate wants, what the franchisor is looking for, and your portfolio balance and closing potential. Ranks 800+ brands in seconds — not the 15-20 you know from memory.
Automated Nurture
Drafts personalized follow-ups, check-ins, and educational content for every prospect in your pipeline — across the full 3-9 month decision cycle. You review and approve before anything sends.
FDD Intelligence
Extracts Items 5, 6, 7, 19, and 20 from a 200-400 page Franchise Disclosure Document in under 60 seconds. Auto-trims large PDFs to key pages, flags red flags, and generates validation call prep guides.
Orchestrator
The conductor. Coordinates all six agents across your entire pipeline. Generates your daily brief, knows which prospect needs attention, which agent to trigger, and when to escalate to you — so nothing falls through the cracks.
Gets smarter with every deal.
Bearing learns from your decisions — which matches you approve, which prospects close, and how your pipeline moves. Scoring weights, match preferences, and nurture timing all adapt to your practice over time. Your workflow becomes the training data.
Your day, transformed
Same pipeline. Fraction of the effort.
9:00 AM
Open inbox. 12 new leads. Start manually reviewing each one to figure out who's serious.
10:00 AM
Discovery call. Scramble to remember which brands might fit this candidate's profile.
11:00 AM
45 minutes reading through an FDD for one brand. Still need to review two more.
2:00 PM
Start drafting follow-up emails for 8 prospects. Give up after 3 — tomorrow's problem.
9:00 AM
Open Bearing. 12 leads already scored and ranked. Top 3 flagged as hot — call them first.
10:00 AM
Discovery call. Three-sided matches already pulled up — prospect fit, franchisor fit, and your portfolio balance.
11:00 AM
FDD analyzed in 60 seconds. Key financials extracted. Red flags highlighted. Validation call prep ready.
2:00 PM
Nurture agent has personalized follow-ups drafted for all 8. You review, tweak, send. Done in 10 minutes.
Not another CRM
Your CRM tracks leads. Bearing understands them.
Bearing doesn't replace ClientTether or HubSpot. It's the intelligence layer that sits on top — handling the qualification, matching, and nurture that generic CRMs can't do.
| Capability | Generic CRM | Bearing |
|---|---|---|
| Prospect scoring & qualification | — | Yes |
| Three-sided match scoring | — | Yes |
| Automated prospect nurture | — | Yes |
| FDD analysis (60-second extraction) | — | Yes |
| Explainable, customizable scoring | — | Yes |
| Contact management | Yes | Use your CRM |
Clear expectations
What Bearing is not.
Not a CRM.
Keep ClientTether, HubSpot, or whatever you use. Bearing sits on top.
Not a replacement for your expertise.
You make every call. Bearing surfaces the intelligence — you decide what to do with it.
Not locked to any broker network.
Works with IFPG, FBA, FranServe, FranChoice, or no network at all. Your data stays yours.
Not another tool that takes months to learn.
If you can use Zoom, you can use Bearing. 15-minute setup call, running same week.
Not going to email your prospects without you.
Every outreach gets your review first. Nothing leaves without your approval.
The backstory
Built because I watched someone I care about struggle.
Nick O'Connor
Builder
A close friend of mine went through the franchise buying process last year. We'd meet regularly and I'd hear the same frustrations: inconsistent information from different sources, no objective way to compare opportunities, and a process that felt overwhelming at every turn. This is one of the biggest decisions of his life — and it shouldn't be this hard.
That got me talking to others. Prospective franchisees going through the same thing. Brokers juggling hundreds of leads with no way to prioritize. Franchisors struggling to find candidates who actually fit. Everyone had real problems — and nobody had a tool built for all of them.
I'm a builder. So I built something. Not another CRM — the industry has plenty of those. I built a franchise intelligence system designed around a simple idea: when candidates get better matches, brokers close more deals, and franchisors get stronger operators. Everyone wins.
It's live. It works. Now I'm looking for a handful of brokers who want to push it hard and shape what it becomes — together.
Fair questions.
If you're skeptical, good. You should be.
Your data stays private. Always.
No data shared with franchisors or networks without your approval.
You stay in control.
Every outreach, match, and nurture gets your review before it goes out.
Your practice. Your rules.
Customize scoring weights, match preferences, and nurture cadence to fit how you work.
Reserve Your Spot
I'm looking for early adopters — brokers who want to help guide the product and make it great for themselves and the industry. The earlier you sign up, the more influence you have over what gets built next.
What early access brokers get
No spam. I'll reach out personally within 24 hours.