Are You Ready to Franchise? Expansion Readiness Quiz
This franchise readiness assessment helps business owners determine if their company is ready for franchise expansion. The quiz evaluates five critical areas: business foundation and track record, systems and documentation, brand strength and market position, financial readiness, and support capability. Receive a percentage score, readiness level classification, and detailed recommendations for your franchise journey.
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export function franchiseReadinessQuiz(form: FormTs) {
form.setTitle(() => '🏪 Are You Ready to Franchise?');
// ============ SCORING SYSTEM ============
const scores = form.state<Record<string, number>>({});
const updateScore = (category: string, points: number) => {
scores.update(current => ({ ...current, [category]: points }));
};
const getTotalScore = () => {
const s = scores();
return Object.values(s).reduce((sum, val) => sum + (val || 0), 0);
};
const getMaxScore = () => 100;
const getScorePercentage = () => Math.round((getTotalScore() / getMaxScore()) * 100);
const getReadinessLevel = (): 'not-ready' | 'developing' | 'almost-ready' | 'ready' => {
const pct = getScorePercentage();
if (pct >= 80) return 'ready';
if (pct >= 60) return 'almost-ready';
if (pct >= 40) return 'developing';
return 'not-ready';
};
const getReadinessLabel = () => {
const level = getReadinessLevel();
const labels = {
'not-ready': '🔴 Not Ready Yet',
'developing': '🟡 Building Foundation',
'almost-ready': '🟢 Almost Ready',
'ready': '✅ Franchise Ready!'
};
return labels[level];
};
const getReadinessColor = () => {
const level = getReadinessLevel();
const colors = {
'not-ready': '#dc2626',
'developing': '#ca8a04',
'almost-ready': '#059669',
'ready': '#16a34a'
};
return colors[level];
};
const getReadinessAdvice = () => {
const level = getReadinessLevel();
const advice = {
'not-ready': 'Your business needs more development before franchising. Focus on building a stronger foundation with documented systems, proven profitability, and brand recognition. Consider working with a franchise consultant to identify gaps.',
'developing': 'You\'re making progress toward franchise readiness. Key areas need strengthening - focus on documenting your operations, building your brand, and proving your business model in multiple scenarios before expanding.',
'almost-ready': 'You\'re close to being franchise-ready! Fine-tune your operations manual, strengthen your support systems, and ensure your financial projections are solid. A franchise attorney can help with the legal framework.',
'ready': 'Congratulations! Your business shows strong franchise potential. You have the systems, brand strength, and financial foundation to support franchisees. Consider engaging franchise development experts to help structure your offering.'
};
return advice[level];
};
// ============ COMPLETION SCREEN ============
form.configureCompletionScreen({
type: 'text',
title: () => getReadinessLabel(),
message: () => `Your franchise readiness score is ${getScorePercentage()}%. ${getReadinessAdvice()}`
});
// ============ PAGES SETUP ============
const pages = form.addPages('quiz-pages', { heightMode: 'current-page' });
// ============ PAGE 1: Business Foundation ============
const page1 = pages.addPage('foundation', { mobileBreakpoint: 500 });
page1.addRow(row => {
row.addTextPanel('header1', {
label: 'Step 1 of 6: Business Foundation',
computedValue: () => 'Is your business model ready to be replicated?',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page1.addSpacer({ height: '24px' });
page1.addRow(row => {
row.addDropdown('yearsOperating', {
label: 'How long has your business been operating?',
isRequired: true,
options: [
{ id: 'under-1', name: 'Less than 1 year' },
{ id: '1-2', name: '1-2 years' },
{ id: '3-5', name: '3-5 years' },
{ id: '5-10', name: '5-10 years' },
{ id: 'over-10', name: 'Over 10 years' }
],
placeholder: 'Select years in business',
onValueChange: (val) => {
const points: Record<string, number> = { 'under-1': 2, '1-2': 5, '3-5': 8, '5-10': 10, 'over-10': 10 };
updateScore('years', points[val as string] || 0);
}
}, '1fr');
row.addDropdown('locations', {
label: 'How many locations do you operate?',
isRequired: true,
options: [
{ id: '1', name: '1 location' },
{ id: '2-3', name: '2-3 locations' },
{ id: '4-5', name: '4-5 locations' },
{ id: '6+', name: '6+ locations' }
],
placeholder: 'Select location count',
onValueChange: (val) => {
const points: Record<string, number> = { '1': 3, '2-3': 7, '4-5': 9, '6+': 10 };
updateScore('locations', points[val as string] || 0);
}
}, '1fr');
});
page1.addRow(row => {
row.addRadioButton('profitability', {
label: 'Is your business consistently profitable?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'highly', name: '💰 Yes, highly profitable for 3+ years' },
{ id: 'profitable', name: '✅ Yes, profitable for 1-2 years' },
{ id: 'breakeven', name: '➖ Breaking even' },
{ id: 'loss', name: '❌ Not yet profitable' }
],
onValueChange: (val) => {
const points: Record<string, number> = { highly: 10, profitable: 7, breakeven: 3, loss: 0 };
updateScore('profitability', points[val as string] || 0);
}
});
});
// ============ PAGE 2: Systems & Documentation ============
const page2 = pages.addPage('systems', { mobileBreakpoint: 500 });
page2.addRow(row => {
row.addTextPanel('header2', {
label: 'Step 2 of 6: Systems & Documentation',
computedValue: () => 'Can your business operations be taught to others?',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page2.addSpacer({ height: '24px' });
page2.addRow(row => {
row.addMatrixQuestion('systemsMatrix', {
label: 'Rate the documentation level of these business areas:',
isRequired: true,
rows: [
{ id: 'operations', label: 'Daily Operations', description: 'SOPs, checklists, procedures' },
{ id: 'training', label: 'Training Materials', description: 'Employee onboarding, skills training' },
{ id: 'marketing', label: 'Marketing Playbook', description: 'Brand guidelines, campaigns, strategies' },
{ id: 'financial', label: 'Financial Systems', description: 'Accounting, reporting, budgeting' }
],
columns: [
{ id: 'none', label: 'None' },
{ id: 'basic', label: 'Basic' },
{ id: 'good', label: 'Good' },
{ id: 'excellent', label: 'Excellent' }
],
selectionMode: 'single',
striped: true,
fullWidth: true,
onValueChange: (val) => {
if (!val) return;
const pointsMap: Record<string, number> = { none: 0, basic: 1, good: 2, excellent: 3 };
let total = 0;
for (const [, col] of Object.entries(val)) {
total += pointsMap[col as string] || 0;
}
updateScore('systems', Math.round(total * 2.5)); // Max 30 points
}
});
});
page2.addRow(row => {
row.addRadioButton('techSystems', {
label: 'Do you have technology systems that can be replicated?',
tooltip: 'POS systems, inventory management, CRM, etc.',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'comprehensive', name: '💻 Yes, comprehensive tech stack in place' },
{ id: 'partial', name: '📱 Some systems, others need development' },
{ id: 'basic', name: '📊 Basic tools only (spreadsheets, etc.)' },
{ id: 'none', name: '❌ No standardized technology' }
],
onValueChange: (val) => {
const points: Record<string, number> = { comprehensive: 10, partial: 6, basic: 3, none: 0 };
updateScore('tech', points[val as string] || 0);
}
});
});
// ============ PAGE 3: Brand & Market ============
const page3 = pages.addPage('brand', { mobileBreakpoint: 500 });
page3.addRow(row => {
row.addTextPanel('header3', {
label: 'Step 3 of 6: Brand & Market',
computedValue: () => 'Is your brand strong enough to attract franchisees?',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page3.addSpacer({ height: '24px' });
page3.addRow(row => {
row.addRatingScale('brandRecognition', {
label: 'How strong is your brand recognition in your market?',
isRequired: true,
preset: 'custom',
min: 1,
max: 5,
lowLabel: 'Unknown',
highLabel: 'Market Leader',
size: 'md',
variant: 'segmented',
onValueChange: (val) => {
if (val == null) return;
updateScore('brand', val * 2); // Max 10 points
}
});
});
page3.addRow(row => {
row.addSuggestionChips('brandAssets', {
label: 'Which brand assets do you have? (select all)',
isRequired: true,
min: 1,
suggestions: [
{ id: 'trademark', name: '™️ Registered Trademark' },
{ id: 'logo', name: '🎨 Professional Logo & Guidelines' },
{ id: 'website', name: '🌐 Strong Web Presence' },
{ id: 'social', name: '📱 Active Social Media' },
{ id: 'reviews', name: '⭐ Positive Online Reviews' },
{ id: 'pr', name: '📰 Media Coverage' }
],
onValueChange: (val) => {
if (!val) return;
// Each asset worth up to 1.5 points, max 9
updateScore('brandAssets', Math.min(Math.round(val.length * 1.5), 9));
}
});
});
page3.addRow(row => {
row.addRadioButton('marketDemand', {
label: 'Is there proven demand for your product/service?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'high', name: '📈 Strong growth market with proven demand' },
{ id: 'moderate', name: '📊 Stable market with steady demand' },
{ id: 'niche', name: '🎯 Niche market with specific audience' },
{ id: 'unknown', name: '❓ Unproven or declining market' }
],
onValueChange: (val) => {
const points: Record<string, number> = { high: 8, moderate: 6, niche: 4, unknown: 2 };
updateScore('market', points[val as string] || 0);
}
});
});
// ============ PAGE 4: Financial Readiness ============
const page4 = pages.addPage('financial', { mobileBreakpoint: 500 });
page4.addRow(row => {
row.addTextPanel('header4', {
label: 'Step 4 of 6: Financial Readiness',
computedValue: () => 'Do you have the financial resources to support franchisees?',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page4.addSpacer({ height: '24px' });
page4.addRow(row => {
row.addDropdown('capitalAvailable', {
label: 'Capital available for franchise development',
isRequired: true,
options: [
{ id: 'under-50k', name: 'Under $50,000' },
{ id: '50k-100k', name: '$50,000 - $100,000' },
{ id: '100k-250k', name: '$100,000 - $250,000' },
{ id: '250k-500k', name: '$250,000 - $500,000' },
{ id: 'over-500k', name: 'Over $500,000' }
],
placeholder: 'Select capital range',
onValueChange: (val) => {
const points: Record<string, number> = { 'under-50k': 2, '50k-100k': 4, '100k-250k': 6, '250k-500k': 8, 'over-500k': 10 };
updateScore('capital', points[val as string] || 0);
}
}, '1fr');
row.addDropdown('annualRevenue', {
label: 'Annual revenue (per location)',
isRequired: true,
options: [
{ id: 'under-250k', name: 'Under $250,000' },
{ id: '250k-500k', name: '$250,000 - $500,000' },
{ id: '500k-1m', name: '$500,000 - $1 million' },
{ id: '1m-5m', name: '$1 - $5 million' },
{ id: 'over-5m', name: 'Over $5 million' }
],
placeholder: 'Select revenue range',
onValueChange: (val) => {
const points: Record<string, number> = { 'under-250k': 2, '250k-500k': 4, '500k-1m': 6, '1m-5m': 8, 'over-5m': 10 };
updateScore('revenue', points[val as string] || 0);
}
}, '1fr');
});
page4.addRow(row => {
row.addRadioButton('unitEconomics', {
label: 'Can you demonstrate clear unit economics to potential franchisees?',
tooltip: 'Startup costs, operating costs, revenue projections, ROI timeline',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'detailed', name: '📊 Yes, detailed P&L with 3+ years of data' },
{ id: 'basic', name: '📈 Basic financials available' },
{ id: 'developing', name: '📝 Working on financial modeling' },
{ id: 'no', name: '❌ Not yet documented' }
],
onValueChange: (val) => {
const points: Record<string, number> = { detailed: 10, basic: 6, developing: 3, no: 0 };
updateScore('unitEcon', points[val as string] || 0);
}
});
});
// ============ PAGE 5: Support Capability ============
const page5 = pages.addPage('support', { mobileBreakpoint: 500 });
page5.addRow(row => {
row.addTextPanel('header5', {
label: 'Step 5 of 6: Support Capability',
computedValue: () => 'Can you support franchisees for long-term success?',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page5.addSpacer({ height: '24px' });
page5.addRow(row => {
row.addRadioButton('teamCapacity', {
label: 'Do you have a team to support franchise operations?',
isRequired: true,
orientation: 'vertical',
options: [
{ id: 'dedicated', name: '👥 Dedicated franchise support team' },
{ id: 'existing', name: '🏢 Existing team can support initially' },
{ id: 'hire', name: '📋 Plan to hire for franchise support' },
{ id: 'solo', name: '👤 Currently operating solo' }
],
onValueChange: (val) => {
const points: Record<string, number> = { dedicated: 10, existing: 7, hire: 4, solo: 2 };
updateScore('team', points[val as string] || 0);
}
});
});
page5.addRow(row => {
row.addCheckboxList('supportCapabilities', {
label: 'Which support services can you provide?',
orientation: 'vertical',
options: [
{ id: 'siteSelection', name: '📍 Site selection assistance' },
{ id: 'buildout', name: '🏗️ Buildout/design support' },
{ id: 'training', name: '🎓 Initial training program' },
{ id: 'ongoing', name: '🔄 Ongoing operational support' },
{ id: 'marketing', name: '📢 Marketing support' },
{ id: 'tech', name: '💻 Technology/systems support' }
],
onValueChange: (val) => {
if (!val) return;
// Each capability worth ~1.7 points, max 10
updateScore('support', Math.min(Math.round(val.length * 1.7), 10));
}
});
});
page5.addRow(row => {
row.addRadioButton('legalReady', {
label: 'Have you consulted with a franchise attorney?',
isRequired: true,
orientation: 'horizontal',
options: [
{ id: 'yes', name: 'Yes, FDD prepared' },
{ id: 'started', name: 'In progress' },
{ id: 'no', name: 'Not yet' }
],
onValueChange: (val) => {
const points: Record<string, number> = { yes: 5, started: 3, no: 0 };
updateScore('legal', points[val as string] || 0);
}
});
});
// ============ PAGE 6: Results ============
const page6 = pages.addPage('results', { mobileBreakpoint: 500 });
page6.addRow(row => {
row.addTextPanel('header6', {
label: 'Step 6 of 6: Your Franchise Readiness Score',
computedValue: () => 'Here\'s your franchise expansion readiness assessment',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page6.addSpacer({ height: '24px' });
page6.addRow(row => {
row.addTextPanel('mainScore', {
computedValue: () => `${getScorePercentage()}%`,
customStyles: () => ({
fontSize: '3rem',
fontWeight: '800',
textAlign: 'center',
color: getReadinessColor(),
padding: '20px',
background: '#f9fafb',
borderRadius: '12px',
border: `4px solid ${getReadinessColor()}`
})
});
});
page6.addRow(row => {
row.addTextPanel('readinessLevel', {
computedValue: () => getReadinessLabel(),
customStyles: () => ({
fontSize: '1.3rem',
fontWeight: '700',
textAlign: 'center',
color: getReadinessColor(),
marginTop: '10px'
})
});
});
page6.addRow(row => {
row.addTextPanel('advice', {
computedValue: () => getReadinessAdvice(),
customStyles: {
fontSize: '0.95rem',
color: '#374151',
textAlign: 'center',
padding: '15px',
background: '#f3f4f6',
borderRadius: '8px',
lineHeight: '1.6',
marginTop: '15px'
}
});
});
// Score breakdown
const breakdown = page6.addSubform('scoreBreakdown', {
title: '📊 Detailed Score Breakdown',
isCollapsible: true,
customStyles: { marginTop: '1rem', background: '#f9fafb', borderRadius: '8px' }
});
breakdown.addRow(row => {
row.addTextPanel('foundationScore', {
label: '🏢 Business Foundation',
computedValue: () => {
const s = scores();
const total = (s['years'] || 0) + (s['locations'] || 0) + (s['profitability'] || 0);
return `${total}/30`;
},
customStyles: { fontSize: '0.9rem', padding: '8px', background: '#dbeafe', borderRadius: '6px' }
}, '1fr');
row.addTextPanel('systemsScore', {
label: '📋 Systems & Documentation',
computedValue: () => {
const s = scores();
const total = (s['systems'] || 0) + (s['tech'] || 0);
return `${total}/20`;
},
customStyles: { fontSize: '0.9rem', padding: '8px', background: '#dcfce7', borderRadius: '6px' }
}, '1fr');
});
breakdown.addRow(row => {
row.addTextPanel('brandScore', {
label: '🏪 Brand & Market',
computedValue: () => {
const s = scores();
const total = (s['brand'] || 0) + (s['brandAssets'] || 0) + (s['market'] || 0);
return `${total}/27`;
},
customStyles: { fontSize: '0.9rem', padding: '8px', background: '#fef3c7', borderRadius: '6px' }
}, '1fr');
row.addTextPanel('financialScore', {
label: '💰 Financial Readiness',
computedValue: () => {
const s = scores();
const total = (s['capital'] || 0) + (s['revenue'] || 0) + (s['unitEcon'] || 0);
return `${total}/30`;
},
customStyles: { fontSize: '0.9rem', padding: '8px', background: '#fee2e2', borderRadius: '6px' }
}, '1fr');
});
breakdown.addRow(row => {
row.addTextPanel('supportScore', {
label: '🤝 Support Capability',
computedValue: () => {
const s = scores();
const total = (s['team'] || 0) + (s['support'] || 0) + (s['legal'] || 0);
return `${total}/25`;
},
customStyles: { fontSize: '0.9rem', padding: '8px', background: '#f3e8ff', borderRadius: '6px' }
}, '1fr');
row.addEmpty('1fr');
});
// ============ PAGE 7: Lead Capture ============
const page7 = pages.addPage('lead-capture', { mobileBreakpoint: 500 });
page7.addRow(row => {
row.addTextPanel('header7', {
label: 'Get Your Franchise Readiness Report',
computedValue: () => 'Download your detailed assessment and action plan',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page7.addSpacer({ height: '24px' });
page7.addRow(row => {
row.addTextbox('name', { label: 'Your Name', isRequired: true, placeholder: 'John Smith' }, '1fr');
row.addEmail('email', { label: 'Work Email', isRequired: true, placeholder: 'john@company.com' }, '1fr');
});
page7.addRow(row => {
row.addTextbox('company', { label: 'Business Name', isRequired: true, placeholder: 'ABC Company' }, '1fr');
row.addTextbox('phone', { label: 'Phone', placeholder: '(555) 123-4567' }, '1fr');
});
page7.addRow(row => {
row.addDropdown('timeline', {
label: 'Franchise Development Timeline',
options: [
{ id: 'exploring', name: 'Just exploring the idea' },
{ id: '6-12', name: 'Within 6-12 months' },
{ id: '1-2', name: '1-2 years' },
{ id: 'ready', name: 'Ready to start now' }
],
placeholder: 'Select your timeline'
});
});
page7.addRow(row => {
row.addCheckboxList('consent', {
options: [
{ id: 'report', name: '📄 Send me my franchise readiness report', isRequired: true },
{ id: 'resources', name: '📚 Send me franchise development resources' },
{ id: 'consultant', name: '📞 Connect me with a franchise consultant' }
],
defaultValue: ['report'],
orientation: 'vertical'
});
});
// ============ PDF REPORT ============
form.configurePdf('franchise-report', pdf => {
pdf.configure({
filename: 'franchise-readiness-report.pdf',
pageSize: 'A4',
allowUserDownload: true,
downloadButtonLabel: '📄 Download Franchise Report',
header: { title: 'Franchise Readiness Assessment', subtitle: 'Expansion Readiness Report' },
footer: { text: 'Generated by FormTs Franchise Assessment', showPageNumbers: true }
});
pdf.addSection('Executive Summary', section => {
section.addRow(row => {
row.addField('Readiness Score', `${getScorePercentage()}%`);
row.addField('Readiness Level', getReadinessLabel());
});
section.addRow(row => {
row.addField('Assessment Date', new Date().toLocaleDateString());
row.addField('Max Possible Score', '100%');
});
section.addSpacer(10);
section.addText(getReadinessAdvice());
});
pdf.addSection('Category Breakdown', section => {
const s = scores();
section.addTable(
['Category', 'Score', 'Max', 'Status'],
[
['Business Foundation', `${(s['years'] || 0) + (s['locations'] || 0) + (s['profitability'] || 0)}`, '30', getScorePercentage() >= 70 ? '✅ Strong' : '⚠️ Needs Work'],
['Systems & Documentation', `${(s['systems'] || 0) + (s['tech'] || 0)}`, '20', (s['systems'] || 0) >= 15 ? '✅ Strong' : '⚠️ Needs Work'],
['Brand & Market', `${(s['brand'] || 0) + (s['brandAssets'] || 0) + (s['market'] || 0)}`, '27', (s['brand'] || 0) >= 6 ? '✅ Strong' : '⚠️ Needs Work'],
['Financial Readiness', `${(s['capital'] || 0) + (s['revenue'] || 0) + (s['unitEcon'] || 0)}`, '30', (s['unitEcon'] || 0) >= 6 ? '✅ Strong' : '⚠️ Needs Work'],
['Support Capability', `${(s['team'] || 0) + (s['support'] || 0) + (s['legal'] || 0)}`, '25', (s['team'] || 0) >= 7 ? '✅ Strong' : '⚠️ Needs Work']
]
);
});
pdf.addPageBreak();
pdf.addSection('Recommended Next Steps', section => {
const level = getReadinessLevel();
if (level === 'not-ready' || level === 'developing') {
section.addText('1. Document all operational procedures and create an operations manual');
section.addText('2. Prove consistent profitability across multiple months/years');
section.addText('3. Develop and protect your brand with trademark registration');
section.addText('4. Build technology systems that can be replicated');
section.addText('5. Consider opening a second company-owned location to test replicability');
} else {
section.addText('1. Engage a franchise attorney to prepare your FDD');
section.addText('2. Develop comprehensive training programs');
section.addText('3. Build your franchise support infrastructure');
section.addText('4. Create detailed financial projections for franchisees');
section.addText('5. Develop your franchisee recruitment strategy');
}
});
});
// ============ SUBMIT BUTTON ============
form.configureSubmitButton({
label: () => `🏪 Get My Franchise Report (${getScorePercentage()}%)`
});
form.configureSubmitBehavior({ sendToServer: true });
}
Frequently Asked Questions
What score do I need to be franchise-ready?
A score of 80% or higher indicates strong franchise readiness. Scores between 60-79% suggest you're almost ready with some areas to strengthen. Lower scores mean more development is needed before franchising.
How long does it take to become franchise-ready?
This varies greatly by business. Some may be ready within 6-12 months of focused preparation, while others may need 2-3 years to build the necessary foundation, systems, and track record.
What are the biggest barriers to franchising?
Common barriers include insufficient documentation of systems, lack of proven profitability, weak brand recognition, inadequate capital for franchise development, and inability to provide franchisee support.
Should I hire a franchise consultant?
A franchise consultant can be valuable for navigating FDD requirements, developing franchise documents, and building your franchise offering. Consider engaging one when your readiness score reaches 60% or higher.