You must use our ... intranet and email system
From the filings
Blue Sage Franchising
Health servicesSoftware purchasing control at Blue Sage Franchising is not detailed in the FDD, and no HQ executives are listed. The company operates a single company-owned location (no franchised units disclosed), making the addressable market extremely narrow. The 2026 FDD names several technology categories — intranet/email, LMS/CRM, and POS/EMR — but none appear as mandated systems.
For software vendors selling into US franchise brands.
Live signals
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
You must use our ... LMS and CRM system
You must use our POS and EMR Software
Franchisor behaviours
What the franchisor requires
26 requirements the franchisor states in this filing, each in its own words; 2 explicit no's; 6 questions the text does not settle, which is not a no.
Accounting
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesFranchise agreement
You agree to maintain, at your own expense, our POS Software and other accounting software, to act as a bookkeeping, accounting, and record keeping system for the Franchise.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have independent access to the information that will be generated and stored on your Computer System, such as sales data and data about customers subject to restrictions imposed by HIPAA or other state or federal privacy laws relating to patient records.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
by the thirtieth (30th) day of each month, a profit and loss statement f or the preceding calendar month, and a year - to-date profit and loss statement and balance sheet; (3) within ninety (90) days after the end of your fiscal year, a fiscal year -end balance sheet, and an annual profit and loss statement for that…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We are currently an approved supplier of the intranet and email system that you must use for your BlueSage Longevity Labs™ franchise.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
In 2024, we received no revenue from Franchisee required purchases from required vendors/suppliers.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
We and our affiliates reserve the right to charge any licensed manufacturer engaged by us or our affiliates a royalty to manufacture products for us or our affiliates, or to receive commissions or rebates from vendors that supply goods or services to you.
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?
25Item 8
The cost of purchasing required products and services to our specifications will represent approximately 35-60% of your total purchases in establishing your franchise and approximately 25% of your total purchases during the operation of your franchise.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
We may charge you a supplier evaluation fee (not to exceed the actual cost of the inspection and the actual cost of the test) to make the evaluation.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
If you would like to purchase any items from any unapproved supplier, then you must submit to us a written request for approval of the proposed supplier.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 17
Includes payment of money owed to us, return of printed copies of the Manual, cancellation of assumed names and transfer of phone numbers,
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
You agree to present to your customers any evaluation forms we periodically prescribe, and agree to participate in, and/or request that your customers participate in, any surveys performed by or on our behalf.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
As we deem advisable, conduct inspections and/or audits of your Unit Franchise, including evaluations of its training methods, techniques, and equipment; its staff; and the services rendered to its customers (Franchise Agreement – Section 13.1).
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We may modify the contents of the Manual periodically to reflect changes in System Standards, or send out other electronic communications to you about changes or updates to the System, the Manual, and our policies and procedures.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
Your proposed site must be submitted in accordance with our policies and procedures and must be reviewed and approved by us.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
You will not establish or use any Website or Other Forms of Advertising Media without our prior written approval.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
In addition to contributions to the Ad Fund, you must spend the greater of (a) One Thousand Five Hundred and No/100 Dollars ($1,500.00) or (b) five percent (5%) of your Gross Revenues for each month during the term of your Franchise Agreement (the “Minimum Local Advertising Requirement”).
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
You are required to join and participate in any Advertising Cooperative (“Co-op”) covering your Unit Franchise that may be established and duly formed.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You must purchase such products, supplies, insurance, etc. required for the operation of your Franchised Business solely from suppliers (including distributors, manufacturers, and other sources) who have been approved in writing by the Company, as set forth in the Manual.
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase such products, supplies, insurance, etc. required for the operation of your Franchised Business solely from suppliers (including distributors, manufacturers, and other sources) who have been approved in writing by the Company, as set forth in the Manual.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
You must pay all amounts due to us by automatic debit.
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
In any case, when making decisions relating to the operation of the Unit Franchise, the Franchisees should keep in mind that at least one licensed wellness and aesthetic professional must be present in the Unit Franchise at all times, during the hours of business of the Unit Franchise.
Must employees wear uniforms specified by the franchisor?
YesFranchise agreement
you must require all employees and independent contractors to maintain a neat and clean appearance, and conform to the standards of dress that we specify in the Operations Manual, as updated from time to time.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have independent access to the information that will be generated and stored on your Computer System, such as sales data and data about customers subject to restrictions imposed by HIPAA or other state or federal privacy laws relating to patient records.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
You must use our POS and EMR Software, our Intranet and email systems, and LMS and CRM system.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
We reserve the right to charge you a daily attendance fee in an amount to be set by us for each attendee of yours who attends any mandatory or optional training
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
If you fail to attend any of these required courses or meetings, we may charge you a non-attendance fee of $250 per day.
The filing answers no to 2 questions
- Is there a franchisee advisory council, association or committee?Item 11
- Is a minimum grand opening advertising spend required?Item 7
The vendor opportunity at Blue Sage Franchising
Blue Sage Franchising operates a single unit, according to the 2026 Franchise Disclosure Document. The system is entirely company-owned; no franchised locations are reported. The sole unit is mapped in Wisconsin, and no multi-unit operators exist. This makes the addressable market for software vendors extremely small — essentially a single-location business in the health services sector.
No average unit volume (AUV), royalty rate, or initial term is disclosed in the FDD. Year-over-year unit growth is also not reported. The company appears independently owned, with no parent entity on file.
Who controls software purchasing
The FDD does not list any HQ executives, so no buying center roles (e.g., CIO, VP of Operations) can be identified. With only one company-owned unit, purchasing authority almost certainly resides with the owner or a small leadership team, but no names or titles are provided. This lack of visibility means vendors must rely on direct outreach to the Florida headquarters to identify decision-makers.
Tech named in the FDD, and what is actually required
The 2026 FDD names three technology groupings: an intranet and email system, an LMS and CRM system, and POS and EMR software. However, none of these are tagged as mandated or required by the franchisor. The filing simply mentions them without indicating that the brand uses, mandates, or has any specific vendor relationships. This is a common scenario in early-stage or single-unit systems where the franchisor has not yet formalized a technology stack. For vendors, this means the category is entirely open — no incumbent technology is locked in, and the operator may be receptive to new solutions.
Procurement, renewals, and timing
The FDD provides no Item 8 procurement signal, meaning there is no designated or approved supplier program disclosed. The procurement model remains unknown. Similarly, Item 17 offers no renewal terms, and the initial franchise term is not stated. Without contract-cycle data, there are no predictable windows for software reevaluation or RFP activity. Sales targeting must be opportunistic rather than calendar-driven.
How to read the Blue Sage Franchising FDD
The full FDD is available in the embedded PDF viewer below this page. Filed with state franchise regulators in 2026, the document contains the legal disclosures required for franchise sales. While it is a thin filing (given the single-unit structure), it does list the technology categories mentioned above. For software vendors, the key takeaway is the absence of any mandated tech stack and the tiny footprint. If your product can serve a single-location health services operator, Blue Sage might be worth a direct call, but the lack of scale means it is not a high-volume target.
For a ranked list of franchise systems that match your software’s ideal customer profile, consider FranCloud’s target list service.
Questions vendors ask
Blue Sage Franchising, answered from the filing
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Operator footprint
Who runs the locations
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| WI | 1 |
|---|
Related Health services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.