Know which franchise resale leads deserve a discovery call
The intake asks whether the franchisee owns the location outright, what stage the sale is at, and whether P&L statements are ready before a broker ever sees the lead. Buyer-identified deals with clean financials get flagged for follow-up straight in your CRM.
Preview your franchise resale intake
Explore 7 questions from the Franchise Resale template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified franchise resale lead should tell you
The sale of an existing, operating franchise location by its current owner to a new buyer, which typically requires franchisor consent and financial documentation before a broker can list or market the deal.
- Own And Operate Franchise
- Franchise Business This
- Many Locations Included In
- Franchisor Approve Sale Or
- Current Stage This Sale
- Have Financial Records Available
- Sole Decision-Maker Approving This
The questions your team needs answered
Every franchise resale intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own and operate the franchise location you want to sell? | Confirming current ownership screens out people exploring a sale on behalf of a location they don't actually control. |
| What type of franchise business is this? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| How many locations are included in this resale? | The number of locations included changes the scope of diligence and valuation work a broker needs to quote for the deal. |
| Does the franchisor need to approve the sale or transfer to a new owner? | Knowing upfront whether the franchisor must approve the transfer tells a broker how much extra closing timeline and paperwork to plan for. |
| What is the current stage of this sale process? | The sale stage answer is the clearest single signal of how close a deal is to closing, which directly drives lead priority. |
| Do you have financial records available for the business, such as profit and loss statements? | Whether P&L statements already exist determines how quickly a broker can package the business for buyers versus needing to chase documentation first. |
| Are you the sole decision-maker for approving this sale, or are other owners involved? | A shared-decision structure means a listing agreement will take longer to sign than one with a sole decision-maker, which affects how a broker sequences follow-up. |
How Cliont scores franchise resale leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Own And Operate Franchise: yes
- Just considering selling
- Preparing to list
- Buyer already identified
- Have Financial Records Available: yes
- I am the sole decision-maker
Urgency signals
- Actively marketing to buyers
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Franchise Resale Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for franchise resale workflows
| Cliont capability | Franchise Resale application |
|---|---|
| Weighted scoring engine | Applies higher weight to owner-operators with financial records ready and a buyer already identified, so brokers see which franchise resales are closest to closing first. |
| Document collection | Requests profit and loss statements and franchise agreement details during intake so brokers aren't chasing paperwork before they can even evaluate the deal. |
| Single-choice branching | The sale-stage question routes a 'buyer already identified' answer straight into your high-priority queue instead of the general nurture list. |
| CRM routing | Sends franchise resale leads that include franchisor approval status and decision-maker structure directly into your CRM as a scoped record, not just a name and email. |
Example franchise resale lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Buyer already lined up
An owner-operator is actively marketing the sale, has already identified a buyer, and has financial records ready — the highest-value combination the intake flags for immediate broker attention.
Just exploring options
A franchisee is only considering a sale with no buyer yet and financial records not compiled, so the lead is captured for nurturing rather than pushed straight into active deal work.
Multi-location portfolio sale
The resale includes more than five locations, which changes the diligence and franchisor approval work a broker needs to scope before quoting time on the deal.
Approval-gated transfer
The franchisor must approve the transfer and financial records are only partially ready, so the intake surfaces the approval requirement alongside the sale stage instead of treating it as a simple listing.
Partner sign-off required
The seller shares the decision with other owners rather than deciding alone, which affects how quickly a broker can move the deal from inquiry to signed listing agreement.
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- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
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Franchise Resale lead-intake FAQs
How does Cliont decide a franchise resale lead is high priority?
The score weighs whether the person filling out the form actually owns and operates the location, how far along the sale process is, and whether profit and loss statements are already available — a buyer-identified deal with financials in hand scores highest.
What happens if the franchisor hasn't approved the sale yet?
The intake still captures the answer to the franchisor approval question and passes it through to your CRM, so brokers know upfront that a transfer approval step needs to happen before closing rather than finding out mid-negotiation.
Can this intake handle a resale involving more than one location?
Yes — the location-count question separates single-location resales from multi-location portfolios, which typically need different diligence and valuation work from a broker.
What if the seller doesn't have financial records ready yet?
The lead still comes through and is scored, just at a lower weight than a seller with P&L statements ready, so brokers can see at a glance which sellers need document prep before a discovery call is worth scheduling.
Does the intake flag when a sale decision isn't the seller's alone to make?
Yes — the question on whether the owner is the sole decision-maker or shares approval with partners is captured and passed to your CRM, which matters for how fast a listing agreement can actually get signed.
How is this different from your Sell a Business intake?
Franchise Resale adds franchise-specific questions — franchisor approval and location count — that the general Sell a Business intake doesn't ask, since a franchise transfer carries obligations a straight business sale doesn't.
Turn franchise resale visitors into qualified clients
Give every franchise resale visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.