HubSpotHubSpot
MandatoryCRM FocalPoint Coaching Inc. FocalPoint – 03/2026 Unit FDD (Multistate) Page 16 ACTIVE 717908554v5 system and application service systems from our designated supplier, currently, HubSpot, for manageme
From the filings
+13.93% units YoYHQ-led decisions
FocalPoint Coaching
Professional servicesFocalPoint Coaching requires franchisees to license HubSpot as its designated CRM supplier, and LinkedIn as its designated sales-generation platform if a location falls short of minimum client-base requirements. The system runs 229 franchised units, growing 13.93% year over year on a 7-year initial term. For a vendor, HubSpot and LinkedIn are the incumbents; anything outside the CRM and lead-gen categories is where a vendor's pitch has room.
For software vendors selling into US franchise brands.
Live signals
Total units
229
229 franchised
Unit growth YoY
+13.93%
vs prior filing
AUV
—
Item 19, 2026
Royalty
—
of gross sales
Ad fund
—
national + local
Initial fee
$45K
per unit
Investment range
$37K–$139K
all-in, Item 7
Procurement
Franchisor controlled
from the filing
Non-compete
2 years
from the filing
Item 19
No claims
from the filing
Mandated & recommended tech
The systems vendors compete with
2 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.
LinkedInLinkedIn
Mandatoryminimum client base requirements, you must purchase, as part of the marketing support initiative, a subscription from our designated sales generation platform supplier, currently, LinkedIn. There are
Franchisor behaviours
What the franchisor requires
20 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 9 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?
YesFranchise agreement
Franchisor reserves the right to connect remotely to the Computer System.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
You currently must purchase all Proprietary Products (including marketing materials) from us, our affiliates, and our designated suppliers.
Is there a franchisee advisory council, association or committee?
YesItem 11
We formed the Engage Group (“Engage”), an advisory council which advises us on advertising policies for the Franchise System.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
We reserve the right to change the Computer System at any time.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
We did not derive any revenue or other material consideration during 2025 from selling items to FocalPoint Franchised Business franchise owners.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We, FocalPoint International, and any other affiliate have the right to receive payments or other material consideration from suppliers on account of their actual or prospective dealings with you and other franchise owners and to use all amounts that we and our affiliates receive without restriction (unless we and…
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?
2.5Item 8
Collectively, the purchases and leases described above are approximately 5% of your overall purchases and leases in establishing the Franchised Business and between 2.5% and 7.5% of your overall purchases and leases in operating the Franchised Business.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
you first must send us sufficient information, specifications, and samples so that we can determine whether the item or service complies with System Standards or the supplier meets approved supplier criteria.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
Inspect the Office and observe the Franchised Business’ operation to help you comply with the Franchise Agreement and all System Standards.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We may modify the Operations Manual periodically to reflect changes in System Standards.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
If an Office has not been approved in writing by us as of the Effective Date of the Franchise Agreement, you agree to locate an Office acceptable to us and obtain our written approval of the location within 60 days following the Effective Date of the Franchise Agreement.
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 develop, maintain, or authorize any Website that mentions or describes you or the Franchised Business or displays any of the Marks.
Operations
Must the franchisee buy products from a designated distributor?
YesItem 8
You currently must purchase all Proprietary Products (including marketing materials) from us, our affiliates, and our designated suppliers.
Must equipment be purchased from designated or approved suppliers?
YesFranchise agreement
Franchisee agrees to purchase or lease approved brands, types, or models of Operating Assets only from suppliers Franchisor designates or approves (which may include or be limited to Franchisor and/or Franchisor’s affiliates).
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
When you sign the Franchise Agreement, you must sign and deliver to us the documents we require to authorize us to debit your business checking account automatically for the Royalty, Fund contributions, and other amounts due under the Franchise Agreement and for your purchases from us and/or our affiliates (the…
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
Item 15 OBLIGATION TO PARTICIPATE IN THE ACTUAL OPERATION OF THE FRANCHISE BUSINESS You must maintain a competent, conscientious, trained staff, including a fully-trained, full- time manager, which may be you (or, if you are an entity, your managing owner) or your Business Manager who we approve, who must act as the…
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We have independent, unlimited access to the information generated by the Computer System.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
You must also license the CRM system and application service systems from our designated supplier, currently, HubSpot, for management and support services.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 6
Additional As set by us or our When training or We provide initial training for 1 Training or affiliate (not to assistance begins person at no cost (see Item 11) we Assistance exceed $1,000 per may charge you for initial training of person per day) more than 1 person; for refresher training courses; and for…
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
Besides attending these courses, we may require you to attend an annual national meeting of all FocalPoint Franchised Business franchise owners at a location we designate, and an annual regional meeting of FocalPoint Franchised Business franchise owners at a location we designate.
The filing answers no to 5 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 11
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Is a minimum grand opening advertising spend required?Item 11
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
The vendor opportunity at FocalPoint Coaching FocalPoint Coaching runs 229 franchised units, growing 13.93% year over year on a 7-year initial term. The FDD makes no financial performance representation. Two categories are already tied to named suppliers, HubSpot for CRM and, for franchisees below minimum client-base requirements, LinkedIn for sales generation; a vendor's opening is in the categories the filing leaves unnamed.
Who controls software purchasing The FDD names Stephen A. Thompson as President, Scott Hartsfield as Chief Development Officer, Kristina Raffaniello as Secretary and Chief Administrative Officer, and Lori Burgher as Chief Marketing Officer. Item 8's requirement that franchisees license HubSpot's CRM system, and LinkedIn's sales-generation platform under certain conditions, places those purchasing decisions at HQ.
Tech named in the FDD, and what is actually required The filing's own words require franchisees to license the CRM system and application service systems from the designated supplier, currently HubSpot, with the license fee capped at $5,000 per year per person when the franchisor is the designated supplier. Franchisees who fall short of minimum client-base requirements must also purchase a subscription from the designated sales generation platform supplier, currently LinkedIn.
Procurement, renewals, and timing Item 8 designates suppliers for specific items. Franchisees must buy Proprietary Products, including marketing materials, only from FocalPoint Coaching, its affiliates, or its designated third-party suppliers, and must buy TTI personality profile assessment access codes from the franchisor or its designated supplier if they choose to use them. Item 17 lets a compliant franchisee acquire one successor 7-year term, subject to timely notice, a renewal fee, and the then-current franchise agreement.
How to read the FocalPoint Coaching FDD The embedded PDF viewer below carries FocalPoint Coaching's full 2026 Franchise Disclosure Document. Talk to FranCloud for a ranked list of similar professional-services targets by growth rate and mandate structure.
Questions vendors ask
FocalPoint Coaching, answered from the filing
The FDD names Stephen A. Thompson as President, Scott Hartsfield as Chief Development Officer, and Lori Burgher as Chief Marketing Officer. Because HubSpot and LinkedIn are designated suppliers under Item 8, software purchasing runs through HQ rather than the individual coach.
Item 8 requires franchisees to license HubSpot as the designated CRM and application-service supplier, capped at $5,000 per year per person when the franchisor is the designated supplier. Franchisees below minimum client-base requirements must also purchase a subscription from LinkedIn, the designated sales-generation platform supplier.
229 locations, all franchised, in the professional-services segment. Franchised outlets grew 13.93% year over year.
Item 8 designates suppliers for specific items. Franchisees must buy Proprietary Products, including marketing materials, and, if they use them, TTI personality profile assessment access codes from FocalPoint Coaching or its designated suppliers; a franchisee may propose an alternate supplier for approval.
Item 17 lets a compliant franchisee acquire one successor 7-year term on the then-current franchise agreement, subject to timely notice, a renewal fee, and possible remodeling. With franchised outlets growing 13.93% a year, new-coach onboarding is the steadier vendor entry point.
The embedded PDF viewer below holds FocalPoint Coaching's 2026 Franchise Disclosure Document in full.
Source
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FDD alert
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Operator footprint
Who runs the locations
79 operators run 79 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit79
Top states by locations
| VA | 10 |
|---|---|
| TX | 7 |
| WI | 7 |
| FL | 5 |
| WA | 4 |
Related Professional services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.