HubSpot
Mandatorysomware protections) PDF reader (and PDF creation tools as needed) Accounting software (e.g., QuickBooks, Xero, or equivalent) CRM software (currently supported systems include HubSpot and Go High
From the filings
HQ-led decisions
ActionCOACH
Professional servicesSoftware purchasing at ActionCOACH flows through a lean HQ team led by Chairman and CEO Bradley J. Sugars and Chief Marketing Officer Jason Jacobi. The system already mandates Go High Level, HubSpot, QuickBooks, and Xero across its 128 franchised locations. With an average unit volume of $235,767 and a 15% royalty, the addressable market for complementary or replacement tools is concentrated but real.
For software vendors selling into US franchise brands.
Live signals
Total units
128
128 franchised
Unit growth YoY
—
vs prior filing
AUV
$236K
Item 19, 2025
Royalty
15%
of gross sales
Ad fund
5%
national + local
Initial fee
$45K
per unit
Investment range
$221K–$489K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
from the filing
Ongoing fee load
What the operator pays every month
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
20%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
1 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.
QuickBooks
software (or equivalent) Endpoint protection (anti-virus/anti-malware/phishing/ransomware protections) PDF reader (and PDF creation tools as needed) Accounting software (e.g., QuickBooks, Xero, or
Xero
r equivalent) Endpoint protection (anti-virus/anti-malware/phishing/ransomware protections) PDF reader (and PDF creation tools as needed) Accounting software (e.g., QuickBooks, Xero, or equivalent)
Franchisor behaviours
What the franchisor requires
15 requirements the franchisor states in this filing, each in its own words; 7 explicit no's; 12 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
You must also give us independent access to the ActionCOACH-related information that will be generated and stored in your computer system.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
These items are proprietary to our affiliate, ACIP.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may issue specifications and standards in the Manuals or separate directives, in writing or orally, and may modify them at any time.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
In the cases where any revenues such as volume discounts, rebate fees or discount bonuses (whether by way of cash, kind or credit) are received by ACNA from any such supplier, whether or not on account of purchases made (i) by ACNA for its own account or for yours, or (ii) by you directly for your own account, ACNA…
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
50Item 8
We estimate that, during the operation of your Franchise, your purchases of goods and services subject to our specifications will constitute about 50% of your total expenses for goods and services.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
You must return all of these materials to Master Licensee and, at Master Licensee's request, assign your telephone numbers, fax numbers, email addresses, domain names, related listings, and advertising to Master Licensee or Franchisor.
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You must participate in Client satisfaction surveys, and participate in programs derived from such surveys.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
The Manuals are confidential and remain our property, and we may modify them at any time.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
You may begin operating your franchised business once your site has been approved in writing.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
You may not create or maintain a separate website, landing page, domain, or similar web asset for your franchise unless expressly approved in writing by ACNA and the applicable Master Licensee.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
With the exception of the Franchise Fee and Training Fee, You must make all payments to Master Licensee with respect to amounts owed by You to Master Licensee pursuant to this Agreement by means of direct debit into a bank account nominated by Master Licensee
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 12
You must also employ or contract the services of at least 1 Sales Manager or 1 Marketing Manager (each a “Key Personnel”) before operating your franchise.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
You must also give us independent access to the ActionCOACH-related information that will be generated and stored in your computer system.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
If you elect to attend additional training or we require you to attend for failure to meet Minimum Performance Requirement, you must pay whatever charge is made by us or by third party trainers, if any, plus travel, food, and accommodations, and all other necessary expenses, which are subject to increase.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You must attend our annual regional conference, annual global conference and annual master licensee conferences.
The filing answers no to 7 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 11
- Is there a franchisee advisory council, association or committee?Item 11
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Must equipment be purchased from designated or approved suppliers?Item 8
- Must the franchisee use a CRM system designated or approved by the franchisor?Item 8
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.
Questions vendors ask
ActionCOACH, answered from the filing
Bradley J. Sugars (Chairman, Founder, CEO) and Jason Jacobi (Chief Marketing Officer) are the named executives. Nicholas Clark, Chief Product Officer, likely influences product and training tools.
The 2026 FDD mandates Go High Level, HubSpot by HubSpot, Inc., QuickBooks by Intuit Inc., and Xero by Xero Limited. No traditional POS is specified given the professional services model.
128 franchised units. Company-owned units are not disclosed. The operator footprint shows 2 mapped operators across approximately 2 located units, concentrated in Florida and Ohio.
The FDD does not include an Item 8 procurement extract, so the designated-supplier versus approved-supplier structure is not publicly disclosed in the most recent filing.
Renewal terms run 7 years and require notice at least 3 months before expiration. With no disclosed year-over-year unit growth, renewal-driven evaluation cycles are the most predictable entry point.
The 2026 FDD is filed with state franchise regulators. You can review the embedded PDF viewer below for the full Item 1, Item 11, and Item 17 disclosures referenced on this page.
Source
Read the filing itself
Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.
View only A one-time purchase: the original filing, yours to keep.
FDD alert
Tell me when this brand refiles.
We’ll email you the moment ActionCOACH files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
143 operators run 143 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit143
Top states by locations
| TX | 30 |
|---|---|
| OH | 21 |
| FL | 12 |
| CA | 8 |
| WI | 8 |
Ownership
The portfolio behind ActionCOACH
single_brand_holdco of ActionCOACH.
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.