Restaurant Expansion Site Selection Survey

Why Site Selection Makes or Breaks Restaurant Expansion

Opening a new restaurant location is one of the highest-stakes decisions in food service. Get the site right—the demographics, visibility, lease terms and build-out budget—and you set yourself up for years of strong revenue. Get it wrong, and even the best concept can struggle.

This Restaurant Expansion Site Selection Survey gives restaurant owners, multi-unit operators, franchisees and real estate teams a single, structured form to evaluate every potential site against the same criteria. Instead of scattered spreadsheets, photos buried in email threads and gut-feel decisions made on the fly, you'll capture demographic data, traffic counts, competitive intel, lease economics and franchise approval requirements in one place, so you can compare sites side-by-side and move forward with confidence.

Built for Restaurant Operators, Franchisees and Real Estate Teams

Whether you're a local restaurant group scouting your second or fifth location, a franchisee working through a franchisor's site approval process, or a real estate broker presenting opportunities to restaurant clients, this form adapts to your workflow:

• Independent restaurants and small groups use it to formalise site visits, keep everyone on the same page and build a repeatable process as you scale.
• Franchisees map the form to franchisor criteria—population density, household income, co-tenancy rules—so every submission can flow straight into the approval pipeline.
• Real estate advisors and brokers share the form with restaurant clients to gather the data you need to shortlist sites and negotiate leases faster.

What the Form Captures

Each submission covers the full site-selection picture:

1. Site overview & contact details: Address, property type (inline, endcap, freestanding), square footage, current status (vacant, under construction, occupied) and who's leading the evaluation.
2. Demographic analysis: Population within 1-, 3- and 5-mile rings, median household income, age distribution, daytime vs residential population and growth trends—the fundamentals that forecast demand.
3. Traffic & visibility: Daily traffic counts (vehicle and pedestrian), ease of access, parking availability, signage opportunities and proximity to major thoroughfares or transit.
4. Competition mapping: Identify direct and indirect competitors in the trade area, note their performance (strong, moderate, struggling) and flag any gaps your concept could fill.
5. Lease & financial terms: Monthly rent, CAM/NNN, lease length, tenant improvement allowances, landlord concessions and estimated total occupancy cost as a percentage of projected sales.
6. Buildout & timeline: Capture photos or site plans, estimate buildout costs (kitchen equipment, HVAC, ADA compliance, permits), note any zoning or permitting hurdles and expected timeline to open.
7. Franchise approval requirements (if applicable): Document whether the site meets franchisor population, income, co-tenancy and prototypical unit standards, and upload the franchise site approval checklist.

Why Paperform for Restaurant Site Selection

Speed and clarity: Anyone on your team—or your broker—can fill out the form on-site from a phone, upload photos of the space and surrounding area, and get all the details into your pipeline immediately.

Conditional logic: Show or hide franchise-specific questions based on whether this is a franchise or independent location, so the form stays relevant to every evaluator.

File uploads and media: Attach site plans, traffic studies, demographic reports, lease proposals and competitive analysis maps directly to each submission, keeping everything together.

Scoring and comparison: Use calculation fields to auto-score sites based on your must-haves (income thresholds, traffic minimums, rent-to-sales ratio caps), then sort and rank submissions in Paperform's results view.

Seamless handoff with Stepper: Once a site looks promising, trigger a Stepper workflow to notify stakeholders, request formal traffic or demographic studies, kick off lease negotiations, or route the submission to your franchisor's real estate team for approval—no manual follow-up required.

Integrations: Push site data to Airtable or Google Sheets for side-by-side analysis, ping your Slack channel when a high-scoring site comes in, or sync to your CRM to track the full pipeline from site visit to lease signing.

Who This Template is For

This template is purpose-built for restaurants, catering companies, food halls, cloud kitchens and franchise brands in growth mode. If you're expanding beyond your first location—or you advise those who are—this form gives you a repeatable, data-driven process that takes the guesswork (and the risk) out of site selection.

Because the form is fully customisable in Paperform's document-style editor, you can add your own scoring rubrics, adjust the demographic rings to match your trade area, include brand-specific architectural or equipment checklists, and style the form to match your restaurant or franchise brand.

Turn Site Visits Into Strategic Decisions

Great restaurant concepts deserve great locations. This template helps you move from "this feels like a good spot" to "here's the data that proves it," so you can negotiate better lease terms, secure franchisor approval faster and open new locations that hit revenue targets from day one.

Start using the Restaurant Expansion Site Selection Survey today and bring structure, speed and confidence to every expansion decision.

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