What kind of reports are Brain Balance franchisees required to create in the CRM?

According to Brain Balance's 2025 Franchise Disclosure Document, franchisees are required to create a "case" in the CRM (Customer Relationship Management) system. The FDD also mentions "Program Director Reports" and "Nutrition Reports" in the context of the Brain Balance program. Additionally, franchisees must create an "Invoicing MTD Report" and a "Royalty Report."

Creating a "case" in the CRM likely involves documenting and tracking interactions with potential or current clients. This could include initial inquiries, progress updates, or any issues that arise during a client's participation in the Brain Balance program. Program Director Reports may relate to the operational aspects of the Brain Balance center, such as staffing, scheduling, and program implementation. Nutrition Reports likely pertain to tracking and managing the nutritional component of the Brain Balance program for participants.

The Invoicing MTD (Month-to-Date) Report and Royalty Report are related to the financial obligations of the franchisee. The Invoicing MTD Report helps track invoices and payments within the current month, while the Royalty Report details the royalties owed to Brain Balance based on the center's revenue. These reports ensure accurate financial record-keeping and compliance with the franchise agreement.

Prospective franchisees should inquire with Brain Balance about the specific data points required in each of these reports, the frequency of submission, and how the data is used by the franchisor. Understanding these reporting requirements is crucial for managing the administrative and financial aspects of the franchise effectively.