You are required to use Autotask, a third-party software.
MMI-CPR
Professional servicesSoftware purchasing at MMI-CPR is controlled at the franchisor level, with Shelley Binkley (Director/President) and Chris Jourdan (Managing Director, Franchise Operations) as key decision-makers. The system mandates Autotask and ConnectWise, creating a defined tech stack for 110 franchised locations. With 111 total units and a single company-owned location, the addressable market is concentrated but uniform in its technology requirements.
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.
You are required to use ConnectWise a provider of third-party solutions for unified technology monitoring and management
Live signals
The vendor opportunity at MMI-CPR
MMI-CPR operates 111 total units, 110 of which are franchised and one company-owned. The system is part of SOSI CPR, LLC. Year-over-year unit growth declined by 10.57%, bringing the network to its current size. For software vendors, this is a compact but uniform target: every franchised location operates under the same technology mandates, and all 83 mapped operators are single-unit franchisees. There are no multi-unit operators to complicate the sales process with portfolio-level negotiations.
The geographic footprint spans Virginia (9 units), Texas (7), North Carolina (7), California (6), and South Carolina (5), with additional units distributed across other states. This concentration in the Southeast, Mid-Atlantic, and Texas means field sales efforts can cluster efficiently. The absence of multi-unit operators also means every location represents a distinct decision influenced by the same HQ mandates.
Who controls software purchasing
Software purchasing authority sits at the franchisor level. The 2023 FDD lists Shelley Binkley as Director and President, and Chris Jourdan as Managing Director of Franchise Operations. These two executives are the most direct points of contact for any vendor selling into the system. Kyle Davenport, Director and Vice President, and Terry Jones, Vice President of Retail Connected Living, round out the named leadership team and may hold influence over technology decisions depending on the product category.
Because the system mandates specific platforms, any new software must either integrate with or replace components of the existing stack. The single-unit operator base means franchisees are unlikely to have independent procurement authority for core operational tools. Vendors should prepare to engage HQ directly and demonstrate compatibility with the mandated systems.
Mandated and current tech stack
The 2023 FDD mandates two systems: Autotask and ConnectWise. Both are well-known platforms in the professional services automation and IT service management space, which aligns with MMI-CPR's positioning in professional services. No other operational, POS, or back-office systems are disclosed as required or recommended in the FDD. This creates a clear integration surface for complementary tools—CRM, scheduling, billing, or analytics—that can sit alongside or on top of the existing mandates.
Vendors offering products that compete directly with Autotask or ConnectWise face a high barrier: the franchisor has already standardized on these platforms and mandates their use. The opportunity lies in adjacent categories not covered by the current mandates, or in tools that enhance the value of the existing stack without requiring replacement.
Procurement, renewals, and timing
The FDD does not include an Item 8 extract, so the formal procurement model—whether designated supplier, approved supplier, or open—is not disclosed. In practice, the existence of mandated systems suggests a top-down procurement culture where HQ specifies technology and franchisees comply. Vendors should assume a designated-supplier dynamic for core operational tools and an approved-supplier or open model for non-mandated categories, though this is not confirmed in the available data.
Franchise agreements run for an initial term of 10 years. Renewals are permitted for an additional 10-year term, but only if the franchisee is in full compliance and executes the franchisor's then-current agreement. The renewal agreement may contain materially different terms, and franchisees must sign a Waiver and Release of Claims Agreement. This renewal structure creates periodic windows where franchisees are re-evaluating their obligations and may be more receptive to technology changes—especially if the new agreement introduces updated tech requirements.
The 10.57% year-over-year unit decline may also signal a period of operational introspection at HQ. Contractions of this magnitude often prompt reviews of efficiency, cost structure, and technology stack. Vendors who can demonstrate measurable operational improvement or cost reduction may find a receptive audience during such a window.
How to read the MMI-CPR FDD
The 2023 Franchise Disclosure Document is the authoritative source for understanding MMI-CPR's obligations, restrictions, and technology requirements. Item 11 confirms the Autotask and ConnectWise mandates. Item 1 names the executive team. Item 17 outlines the 10-year renewal terms and conditions. The FDD was filed with state franchise regulators and is available for review in the embedded PDF viewer below.
For software vendors, the FDD is a due-diligence tool, not a sales brochure. It tells you what the franchisor requires, who controls purchasing, and when contracts come up for renewal. Use it to align your pitch with the system's actual constraints and decision-making structure. If you need a ranked target list of franchise systems that match your ideal customer profile, FranCloud can help you build one.
Questions vendors ask
MMI-CPR, answered from the filing
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FDD alert
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Operator footprint
Who runs the locations
83 operators run 83 mapped locations — 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| VA | 9 |
|---|---|
| TX | 7 |
| NC | 7 |
| CA | 6 |
| SC | 5 |
Ownership
The portfolio behind MMI-CPR
parent_company of SOSI CPR, LLC.
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.