Client Intake Form

Welcome to X Franchise Group

We are absolutely delighted to have you as a client! In order for us to understand your needs and best serve you, we kindly ask that you complete our Client Intake Form below. We will use this information in conjunction with your X Factor Questionnaire, as points of reference and to help guide your project. We look forward to working with you and enjoying a long and successful relationship!

Date *

Client Company *

Client Name *

First

Last

Position/Title *

Client Contact Information

Client Phone Number *

Client Email *

Work Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Documentation

Please outline any documents you currently use to train your staff. They can be partially completed and do not need to be perfect. *

Company & Team Objectives

Will you be the main point of contact? *

Please list any team members expected to interface with X Franchise Group on a regular basis, along with their email addresses. *

What are your key goals? In other words, how will you define your company's success? *

What franchise brands do you admire? Why? *

Who are your biggest competitors? Why? *

What are the top 3-5 aspects of your business that need attention? Particularly to succeed as a new franchisor? *

Preferences

How much time per week can you allocate to this project? *

What are the best day(s) and time(s) for you to meet with us? *

Do you have a preferred method of communication e.g. telephone, video chat, email, messaging? *

* Please note that in order to best serve you, some meetings are best conducted over video, as it allows us to record, document and reference the information you provide related to your business' operations.

Have you reviewed our Client Welcome and Onboarding Packet? *

Do you have any questions or special requests? *

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