CONFIDENTIAL QUESTIONNAIRE (CQ)
(Notes-Delete the logo if you decide to use this CQ and eMatch references which are for your use only.)
Confirm spelling of NAME, ADDRESS, and PHONE NUMBER on Lead Information Sheet1. Is anyone else going to be involved in your decision?
2A. Are you married? Y N / Spouses Name: / What does ______do?
2B. Will your spouse be involved in the business? And in what capacity?
Should they be involved in the phone calls?
3. Assuming we find the right franchise, what is the ideal situation?
Full-time, part- time, passive or?
4. Tell me about your professional background and highest level of education? And spouse if they will be involved.
Have you served in the military?
5. Why are you looking for a business?
On a scale of 1-10, 10 being the most serious and motivated to find a business, where do you fall on the scale and why?
6. Do you own any businesses now or have you in the past?
/ 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? Where is it going to come from?
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?
10. What is your net worth? If needed, use THE WORKSHEET FOLLOWING THE
QUESTIONNAIRE to compute your net worth.
11. Where do you want your business to be located?
Establish radius to North, South, East and West.
12. Check Business Preference (eMATCH QUESTION 7)
Owner Operator/ Gets Your Hands Dirty Business ______
Executive Model/ Works more ON than IN Business ______
No Preference ______
If open to having Employees, Preference for SMALL STAFF ______LARGE STAFF ______
No Preference ______(eMATCH QUESTION 3)
13. Are you open to multiple locations or territories?
14. How long have you been looking to buy a business? Why haven’t you?
15. What businesses have you looked at buying (if any) prior to speaking with me?
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 (income, building equity, the number hours, schedule flexibility, home-based, recognition/prestige, expansion, helping others, ease of operation having employees or not, enjoyment)?
17. Rank these (1 being your strongest skill or quality)
Mgmt Sales Marketing People Driven to succeed Other (Specify)
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. Which 5 to 10 attributes best describe you?
Accurate Daring Diplomatic Friendly Enthusiastic
Inspiring Patient Innovative Sociable Good Listener
Adventurous Amiable Optimistic Analytical Charming
Competitive Team Player Patient Fact Finder Result Oriented
Trusting Problem Solver Direct Understanding Confident
Good Listener Courteous Precise Convincing Conscientious
Persuasive Decisive Persistent Sincere Self Starter
20. For the right business, what is your timeframe and why?
21. On a scale of 1-10 (1 being the highest), how would you rate your overall sales skills? And why?
How do you feel about warm (or cold) calling on the phone? In person?
Franchise Preference
Direct Sales Based _____ Advertising Based _____ No Preference____ (eMATCH QUESTION 4)
22. Industry interest (Y=Yes) or Definitely Not (N) or Maybe (M/B)
Automotive ___ Hair Salons/ Spas ___ Pets ___
Senior Services___ Child Education ___ Health/ Fitness ___
Computer ___ Laundry/ Dry Cleaning ___
Retail/Brick n Mortar ___ Employment ___ Consultant/ Training ___
Home Based Sales ___ Financial Services ___ Maintenance ___ Food ___
23. Check employee preference-
White collar ______, Blue collar______, No preference______
24. Check business preference
Very Established Concept _____ New Concept _____ No Preference____ (eMATCH QUESTION 1)
Small Franchise System _____Large System _____ No Preference_____ (eMATCH QUESTION 2)
Competitive Industry ____ Only Game in Town _____No Preference___ (eMATCH QUESTION 5)
Prestige and Appealing Franchise-Important _____ Not Very Important _____ Doesn’t Matter _____ (eMATCH QUESTION 6)
Bus to Bus ______, Bus to consumer______, No preference______
25. Check hours preference
Mon-Friday ____ No nights ____ No Saturdays ____No Sundays ____ No Preference ____
26. Is there anything else I should know that will help me in finding you the right franchise? Or can you tell me more about the type of business that might interest you?
27. To help compute your net worth, use the following worksheet.
Assets / Liabilities
Cash In checking and Savings / $ / Mortgage - Home / $
Stocks, Bonds, Mutual Funds / $ / Charge Accounts & Credit Cards / $
IRAs, 401Ks, other Retirement Plans / $
Real Estate Value – Home / $ / Due on Automobiles / $
Real Estate Value – Other / $ / Mortgage - Other / $
Business - Value / $
Appraised Collectibles / $ / Due on Vehicles - Other / $
Money Owed You / $ / Other Liabilities (list below) / $
Other Assets (list below) / $
Total Assets / $0.00 / Total Liabilities / $0.00
TOTAL NET WORTH (1) / $
(1)=Total Assets Less Total
Liabilities