Initial Worksheet

Initial Worksheet
Contact Information
Contact Name

First NameLast Name
Spouse/Partner Name

First NameLast Name
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Current Industry
Current Position
Education
Highest Level of Management
Number of People Managed
How long have you been looking for a business?
What businesses have been of interest?
What businesses have NOT been of interest?
Timeline to DECIDE on a business?
Timeline to be OPEN for business?
BUSINESS AND MANAGEMENT GOALS
How will you spend your time per week on the business?
When are you willing to spend time on the business (check all that apply):
Will you stay in your job?
Do you want to be heavily involved day to day?
Will this be your primary source of income?
Have you ever owned a business?
If yes, elaborate:
WORK ENVIRONMENT
Geographic Preference
Setting - select all that apply
Finding Customers - select all that apply
Selling style - select all that apply
Employees - select all that apply
RISK TOLERANCE
Do you want a large, established, well known franchise?
Does a newer, emerging franchise appeal to you?
Would you compromise on location?
INDUSTRIES OF INTEREST
Automotive

1

2

3

4

5

1 is Worst, 5 is Best
Beauty/Personal Care/Spa

1

2

3

4

5

1 is Worst, 5 is Best
Business Services

1

2

3

4

5

1 is Worst, 5 is Best
Child Entertainment

1

2

3

4

5

1 is Worst, 5 is Best
Cleaning in general

1

2

3

4

5

1 is Worst, 5 is Best
Coffee

1

2

3

4

5

1 is Worst, 5 is Best
Commercial Cleaning

1

2

3

4

5

1 is Worst, 5 is Best
Computer/Technology

1

2

3

4

5

1 is Worst, 5 is Best
Education

1

2

3

4

5

1 is Worst, 5 is Best
Environment/Green

1

2

3

4

5

1 is Worst, 5 is Best
Financial

1

2

3

4

5

1 is Worst, 5 is Best
Fitness

1

2

3

4

5

1 is Worst, 5 is Best
Food - Restaurant

1

2

3

4

5

1 is Worst, 5 is Best
Food - Snack/Ice cream

1

2

3

4

5

1 is Worst, 5 is Best
Hairstyling

1

2

3

4

5

1 is Worst, 5 is Best
Healthcare

1

2

3

4

5

1 is Worst, 5 is Best
Home Repair

1

2

3

4

5

1 is Worst, 5 is Best
Home Improvement

1

2

3

4

5

1 is Worst, 5 is Best
Laundry/Dry Cleaning

1

2

3

4

5

1 is Worst, 5 is Best
Light Manufacturing

1

2

3

4

5

1 is Worst, 5 is Best
Maid Service

1

2

3

4

5

1 is Worst, 5 is Best
Management Consulting

1

2

3

4

5

1 is Worst, 5 is Best
Medical Services/Supply

1

2

3

4

5

1 is Worst, 5 is Best
Marketing/Advertising

1

2

3

4

5

1 is Worst, 5 is Best
Packing and Shipping

1

2

3

4

5

1 is Worst, 5 is Best
Pets

1

2

3

4

5

1 is Worst, 5 is Best
Printing

1

2

3

4

5

1 is Worst, 5 is Best
Real Estate

1

2

3

4

5

1 is Worst, 5 is Best
Restoration

1

2

3

4

5

1 is Worst, 5 is Best
Retail

1

2

3

4

5

1 is Worst, 5 is Best
Senior/Baby Boomer

1

2

3

4

5

1 is Worst, 5 is Best
Signs

1

2

3

4

5

1 is Worst, 5 is Best
Sports

1

2

3

4

5

1 is Worst, 5 is Best
Staffing/Employment

1

2

3

4

5

1 is Worst, 5 is Best
FINANCIALS
Current Income
Cash
Home Equity
Retirement
Life Insurance (Cash Value Only)
Other Real Estate Equity
Other
GOALS
Year 1 Income Goal
Year 2 Income Goal
Year 3 Income Goal
What do you want to be different by going into business?
What do you love about your current job or business?
What do you despise about your current job or business?
What else should we know?
Are you currently working with another franchise coach to find a business?
Should be Empty:

Initial Worksheet

Contact Information

BUSINESS AND MANAGEMENT GOALS

WORK ENVIRONMENT

RISK TOLERANCE

INDUSTRIES OF INTEREST

FINANCIALS

GOALS