FRANCHISE_CONNEX_Qualifying Questionnaire Form

Website Survey Questionnaire

Thank you for taking the time to answer these questions.
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Phone Number

Area CodePhone Number
1. Is anyone else going to be involved in your decision?
2. Marital Status
2B. Will your spouse be involved in your business, and in what capacity?
Should they be involved in the phone calls?
3a. What is your motivation? For example I chose to change career path or create a new one?
3b. Assuming we find the right franchise, what is the ideal situation?
3c. Full-Time, Part-Time, Passive?
4. Tell us about your professional background and highest level of education?
5. Why are you looking for a business?
6. Do you own any businesses now or have you in the past? And if so, what kind?
7. Do you know your credit score? If not, how would you characterize your credit?
8. How much cash will you have to invest comfortably?
9. To help determine the total investment amount, would you be willing to finance an amount equal to your cash investment if you could get financing?

Other
10. What is your net worth or borrowing power? SEE THE WORKSHEET BELOW-- QUESTION #27.
11. Where do you want your business to be located?Do you want it close to your home?

Other
12. Do you prefer a business with employees, or an owner operator business, or a business that starts as an owner operator and hires employees as the business gets established?

Other
13. Are you open to multiple locations or territories?
14. How long have you been looking to buy a business?
15a. What businesses have you looked at buying (if any) prior to speaking with me?
15b. Have you spoken with any franchise recently, or completed any on-line applications?
16. Being realistic, what are the top 3 things that are most important to you in the perfect business opportunity

17. Rank these (1 being your strongest skill or quality)

Rows	1	2	3	4
Management
Sales
Marketing
People
Driven to Succeed

18. What are 3 NON BUSINESS RELATED things that you are really good at? Examples (handy around the house, sports, coaching, creativity, music, arts, etc.)
19. What are 3 activities or hobbies that you enjoy doing in your free time?
20. For the right business, what is your time frame?
21a . On a scale of 1-10 (1 being the highest), how would you rate your overall sales skills?

Other
21b. How do you feel about warm (or cold) calling on the phone?
21c. In person?

22. Industry interest (Y=Yes) or Definitely Not (N)

Rows	Yes	No
Advertising and Marketing
Automotive
Building and Storage
C-Store Partner
Car Wash
Child Related
Cleaning & Maid Services
Coffee
Computer & Internet
Dry Cleaning & Laundry
Education
Employment & Personnel
Financial
Fitness
Food and Restaurants
Green and Eco-Friendly
Hair Cair & Beauty Salons
Health, Beauty and Nutrition
Home Services
Maintenance
Management & Training
Unique
Packaging & Mailing
Pet Related
Printing & Copying
Real Estate
Repair & Restoration
Retail
Senior Services
Sports related
Tanning Salons
Travel
Vending

23a. Employee preference?
23b. Do you enjoy managing people?
24. Business Preference?
25. Preferred Hours of Operation?
26. Is there anything else we should know that will help us in finding you the right franchise? Or can you tell us more about the type of business that might interest you?
Net Worth Worksheet

To help compute your net worth, use the following worksheet.
ASSETS
Cash In checking and Savings
In Dollars
Stocks, Bonds, Mutual Funds
In Dollars
IRAs, 401Ks, other Retirement Plans
In Dollars
Real Estate Value – Home
In Dollars
Real Estate Value – Other
In Dollars
Business - Value
In Dollars
Appraised Collectibles
In Dollars
Money Owed You
In Dollars
Other Assets (list below)
LIABILITIES
Notes Payable – Bank
In Dollars
Charge Accounts
In Dollars
Credit Cards
In Dollars
Mortgage - Home
In Dollars
Mortgage - Other
In Dollars
Due on Automobiles
In Dollars
Due on Vehicles - Other
In Dollars
Other Liabilities (list below)
Should be Empty:

Website Survey Questionnaire

Net Worth Worksheet

ASSETS

LIABILITIES