ActionCOACH

The vendor opportunity at ActionCOACH

ActionCOACH operates 128 franchised units, all franchised, with no company-owned locations disclosed in the 2026 FDD. The system reports an average unit volume of $235,767 and charges a 15% royalty on a 7-year initial term. Year-over-year unit growth is not disclosed. The operator footprint is thin: only 2 mapped operators appear in the data, both single-unit, located in Florida and Ohio. For a software vendor, this means the total addressable unit count is 128, but the buying center is concentrated at headquarters.

Because ActionCOACH sells business coaching and training—not physical retail—the tech stack centers on CRM, marketing automation, and accounting. The mandated systems already cover core workflows, so the vendor opportunity lies in tools that integrate with or replace Go High Level, HubSpot, QuickBooks, or Xero, or that fill gaps those systems leave open.

Who controls software purchasing

The 2026 FDD lists five HQ executives. Bradley J. Sugars serves as Chairman and Founder and holds the Chief Executive Officer title. Terry Pallier is CEO of ActionCOACH OneCo, and Amanda Rivet is COO of ActionCOACH OneCo. Nicholas Clark is Chief Product and Training Officer (listed as Chief Product Officer), and Jason Jacobi is Chief Marketing Officer. For a software pitch, Sugars and Jacobi are the most direct paths into marketing and operations tools. Clark is the likely gatekeeper for anything touching product delivery or training platforms.

No parent company appears on file; ActionCOACH appears independently owned. This keeps the decision chain short. Vendors should expect a direct conversation with one or two executives rather than a layered procurement department.

Mandated and current tech stack

Item 11 of the FDD mandates four named systems: Go High Level, HubSpot by HubSpot, Inc., QuickBooks by Intuit Inc., and Xero by Xero Limited. These cover CRM, marketing automation, and accounting. No other operational or point-of-sale systems are mandated, which is consistent with a professional services franchise that does not process physical transactions at a counter.

For a vendor, this stack signals that the franchisor is willing to mandate specific software and name vendors explicitly. Any tool that competes with or complements these four must demonstrate clear ROI and integration capability. The presence of both QuickBooks and Xero suggests some flexibility in accounting, but Go High Level and HubSpot appear locked in.

Procurement, renewals, and timing

Item 8 of the FDD contains no procurement extract, so the formal supplier designation process—whether designated, approved, or open—is not publicly disclosed. In practice, the franchisor’s willingness to name specific vendors in Item 11 suggests a top-down procurement culture. Vendors should assume HQ controls or strongly influences software selection.

Renewal terms, drawn from Item 17, require franchisees to give notice at least three months before expiration, remain current on payments, cure specified defaults, have received no more than one default notice in the prior 24 months, maintain compliance with the Agreement and Manuals, meet Minimum Performance Requirements, sign the then-current franchise agreement, complete image and appearance upgrades, pay a renewal fee, and sign a release. The renewal term is 7 years. These conditions create natural evaluation windows every seven years, with a three-month lead time before expiration. Vendors should align outreach with those cycles.

How to read the ActionCOACH FDD

The 2026 FDD is embedded below. Item 1 lists the executives named above and confirms the 128-unit, all-franchised structure. Item 11 contains the mandated technology disclosures. Item 17 spells out the renewal conditions and 7-year term. Because no Item 8 extract is present, the procurement model remains opaque. Use the PDF viewer to verify unit counts, executive titles, and tech mandates directly before building a pitch.

For a ranked target list of franchise systems that match your software category, FranCloud can help you prioritize outreach by unit count, tech stack, and decision-maker level.