Franchise Consultant Discovery Questionnaire

Find the Perfect Franchise Match with a Structured Discovery Process

Finding the right franchise opportunity requires more than just browsing listings—it demands a thorough understanding of your client's goals, capabilities, and preferences. This Franchise Consultant Discovery Questionnaire is designed to help franchise consultants, brokers, and advisors gather all the essential information needed to match prospective franchisees with opportunities that align with their unique circumstances.

Whether you're working with first-time entrepreneurs or experienced business owners exploring franchising, this template captures everything from industry interests and investment capacity to operational involvement preferences and location requirements. By collecting this information upfront, you can streamline your consultation process, qualify leads more effectively, and provide personalized franchise recommendations that resonate.

Perfect for: Franchise consultants, franchise brokers, business coaches specializing in franchising, franchise development teams, and advisory firms helping clients navigate franchise ownership.

Key benefits:

• Comprehensive assessment of financial readiness and investment range
• Clear understanding of industry preferences and business interests
• Insight into desired operational involvement (hands-on vs. passive)
• Geographic and market preferences for location targeting
• Prior business and franchise experience evaluation
• Professional, branded experience that builds client confidence

Built on Paperform, this questionnaire works seamlessly with your existing CRM tools. Connect it to HubSpot, Pipedrive, or your preferred system to automatically route qualified leads, or use Stepper (stepper.io) to trigger personalized follow-up workflows based on investment level, industry interest, or experience—ensuring every prospect receives the right guidance at the right time.

The form's clean, professional design can be customized to match your brand, embedded on your website, or shared as a standalone landing page. With conditional logic built in, you can tailor questions based on responses, creating a more conversational and relevant experience for each prospective franchisee.

Start your franchise discovery conversations with clarity and confidence—this template ensures you never miss a crucial detail while delivering a polished, consultative experience from the very first touchpoint.