Franchise Enquiry

Franchise enquiries submitted through email or generic contact forms give franchise development teams an inconsistent record of each applicant's financial readiness, prior business experience, location preferences, and motivation for joining the brand. Available capital and source of funds are not captured in a structured format. Prior franchise involvement is not disclosed at the point of enquiry. Market research findings are not documented alongside the application. Without a centralized, structured enquiry intake process, assessing and prioritizing potential franchisees consistently requires more effort than it should.

The Franchise Enquiry template for SharePoint, built with Infowise Ultimate Forms, provides a comprehensive enquiry form that captures the applicant's personal and contact details, current business ownership status, prior franchise experience, preferred location and location type, the reasoning behind location preferences, available capital and source of funds, professional background, motivation for joining the franchise, expected outcomes, market research findings, available weekly time commitment, and willingness to commit to brand standards. Every enquiry is stored as a complete, reviewable record in SharePoint.

How it works

Personal and contact details

The form captures the applicant's first and last name, email address, phone number, and full mailing address. Consistent contact capture across every enquiry ensures the franchise development team has the information needed to follow up with each applicant without searching through correspondence.

Business ownership and franchise history

The form asks whether the applicant currently owns a business, with a follow-up column for the business name and type. A prior franchise involvement column captures whether the applicant has previously owned or operated a franchise, with a details column for specifying which franchises and in what capacity. Capturing business and franchise history at the enquiry stage gives the development team an immediate view of each applicant's operational experience and any potentially relevant prior franchise relationships.

Location preferences and reasoning

The form captures the applicant's preferred cities for the franchise, the type of location they are seeking, and the reasoning behind their location choices. Capturing location preferences and rationale in structured columns enables the franchise development team to assess market fit and territory availability at the point of enquiry, without a separate discovery conversation before the first substantive evaluation can take place.

Investment capacity and source of funds

The form captures the applicant's available capital for investment in USD and the source of those funds. Capturing financial readiness in structured columns at the enquiry stage allows the development team to filter applicants by investment capacity and assess whether each enquiry meets the brand's minimum financial requirements before investing time in the evaluation process.

Professional background and motivation

A professional background column gives the applicant the opportunity to describe their relevant skills and career experience. A motivation column captures what interests the applicant in joining the franchise, and an expected outcomes column captures what they hope to achieve. Capturing these three dimensions of the applicant's profile gives the development team insight into both capability and cultural alignment before the first conversation.

Market research, time commitment, and brand commitment

The form asks whether the applicant has conducted market research into the brand's potential in their chosen location, with a key findings column for those who have. A weekly time commitment column captures how many hours the applicant can dedicate to managing the franchise. A required brand commitment column captures the applicant's willingness to follow the brand's established standards and business practices, establishing a documented commitment at the point of enquiry.

What you get

• A comprehensive franchise enquiry form capturing personal details, business ownership status, and prior franchise experience
• Preferred location, location type, and reasoning for structured territory assessment
• Available capital and source of funds for financial readiness evaluation
• Professional background, motivation, and expected outcomes for capability and alignment assessment
• Market research findings, weekly time commitment, and brand commitment declaration
• Every enquiry stored as a complete, reviewable record in a standard SharePoint list
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Franchise Enquiry system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All enquiry records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.