Know which franchise enquiries deserve a discovery call
The intake asks about franchising role, decision-making authority, and number of locations, then collects supporting financial documents so you can see deal size and readiness before a discovery call.
The exact intake your franchise consulting leads complete
This is the real 5-question guided intake for Franchise Consulting — the same flow your customers finish before you ever pick up the phone.
What a qualified franchise consulting lead should tell you
Advisory intake for people evaluating a franchise purchase, existing franchisees needing operational help, or business owners exploring franchising their own company — captured before a discovery call so the consultant knows which track and scale they're dealing with.
- Best Describes Current Role
- Have Decision-Making Authority This
- Many Locations Involved, If
- Soon Want Move Forward
- Business Generating Revenue
The questions your team needs answered
Every franchise consulting intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes your current role in franchising? | The role selected determines whether the lead needs buy-side, franchisee, or franchisor advisory support, which changes the entire engagement scope. |
| Do you have decision-making authority for this business matter? | Confirming decision-making authority filters out gatekeepers so discovery calls aren't spent on scope work that never closes. |
| How many locations are involved, if any? | Number of locations signals the size and complexity of the engagement, from a single-unit inquiry to a multi-location franchisor project. |
| How soon do you want to move forward on this? | Timeline separates leads ready to act now from long-term researchers, letting you prioritize discovery calls for the most time-sensitive inquiries. |
| Is the business currently generating revenue? | Current revenue status indicates whether a business owner exploring franchising is actually franchise-ready or needs foundational work first. |
How Cliont scores franchise consulting leads
Every answer is weighted automatically — no manual review required.
Value signals
- Considering buying a franchise
- Existing franchisee seeking help
- Business owner wanting to franchise my company
- Existing franchisor seeking help
- Just exploring general options
- Have Decision-Making Authority This: yes
Urgency signals
- Immediately
See the lead your team receives
Franchise Consulting 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 consulting workflows
| Cliont capability | Franchise Consulting application |
|---|---|
| Conditional branching | Routes buyers, existing franchisees, franchisors, and business owners exploring franchising down different follow-up paths based on the role question. |
| Lead scoring | Weights decision-making authority and role type together so leads without authority or with only casual interest score lower than ready buyers or franchisors. |
| Document upload | Collects financial statements or franchise disclosure documents ahead of the discovery call so scope and franchise-readiness can be assessed before the meeting. |
| CRM routing | Sends qualified franchise leads into your CRM tagged with role, location count, and timeline so you can prioritize your discovery-call schedule. |
Common franchise consulting lead scenarios
Prospective buyer, single location
Someone considering buying their first franchise unit, with decision-making authority and an immediate timeline — a fast-track discovery call candidate.
Owner wants to franchise their business
A revenue-generating business owner exploring turning their company into a franchise system, typically starting with zero existing locations and a multi-month timeline.
Existing franchisee needs operational help
A current franchisee with 2-5 locations seeking support, where the intake flags whether they personally hold decision-making authority or are gathering information for someone else.
Casual researcher, no authority
Someone marked as 'just exploring general options' without decision-making authority and a 'just researching' timeline — worth nurturing, not a same-week discovery call.
Multi-unit franchisor scaling support
An existing franchisor with more than 5 locations, current revenue, and a within-a-month timeline — high scope, high priority for the consultant's calendar.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More business consulting intake templates
Franchise Consulting lead-intake FAQs
How does the intake tell a franchise buyer apart from a franchisor?
The role question separates people considering buying a franchise, existing franchisees, business owners wanting to franchise their company, and existing franchisors, so each lead routes with the right context attached.
What happens if the person filling out the form isn't the actual decision-maker?
The intake asks directly whether the respondent has decision-making authority for the matter, so you can spot gatekeepers before spending discovery-call time on scope work that never closes.
Does the intake capture deal size for scaling franchisors?
Yes — the number-of-locations question distinguishes a single-unit inquiry from a 2-5 location operator or a franchisor managing more than 5 locations, giving you a sense of engagement scope up front.
Can I tell which leads are ready to move now versus just researching?
The timeline question separates immediate, within-a-month, few-months, and just-researching responses, so you can prioritize discovery calls for people ready to act.
Does it check whether a business is actually franchise-ready?
For business owners exploring franchising their own company, the intake asks whether the business is currently generating revenue, which is a basic readiness signal before deeper franchise-development conversations.
How is this different from your Small Business Consulting or Business Strategy Consulting intake?
Those intakes are built around general operational or strategic questions; this one is specific to franchising role, franchise scale (locations), and franchise-readiness signals like current revenue.
Turn franchise consulting visitors into qualified clients
Give every franchise consulting visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.