Franchise Consultant Discovery Form

Finding the right franchise opportunity can transform your entrepreneurial journey—but it starts with understanding your goals, resources, and ideal business fit. This Franchise Consultant Discovery Form helps franchise consultants and advisory firms efficiently qualify leads while gathering the key details needed to match potential franchisees with the right opportunities.

Built for franchise consultants, business brokers, and franchise development teams, this template captures everything from industry interests and investment capital range to territory preferences and business background—all in one professional, on-brand form. Instead of back-and-forth emails or scattered intake calls, you can send one link and get a complete picture of each prospect before your first conversation.

What makes this template valuable for franchise consultants:

Use conditional logic to tailor follow-up questions based on industry interest or experience level, ensuring you're only asking relevant questions. Integrate submissions directly with your CRM (HubSpot, Pipedrive, Salesforce) via Stepper or native connections, so every lead is logged, scored, and routed to the right consultant automatically. Set up custom email confirmations with next steps, calendar links for discovery calls, or tailored resources based on investment level—keeping prospects engaged while you prepare.

Add payment fields if you offer paid consultation packages, or use appointment booking to let qualified leads schedule their discovery call right in the form. Connect Papersign to send non-disclosure or engagement agreements after the form is submitted, keeping your process moving without manual follow-up.

Whether you're an independent franchise consultant, part of a franchise development team, or running a business brokerage, this template gives you a professional, repeatable intake process that saves time and helps you focus on the best-fit opportunities. Paperform's SOC 2 Type II compliance and secure data handling mean you can confidently collect sensitive financial and business information from prospects.

Customize the design to match your brand, embed it on your website or use it as a standalone landing page, and start converting more discovery calls into successful franchise placements.