What is the deadline for submitting advertising materials to Caring Senior Service for approval?
Caring_Senior_Service Franchise · 2025 FDDAnswer from 2025 FDD Document
Provided that you employ a full-time Homecare Consultant, we do not require that you spend a certain minimum dollar amount in order to advertise the business, but we do require that you exert efforts to promote the Franchised Business in your Territory. If, however, you do not hire a full-time Homecare Consultant, we require that you spend, during your next quarter, a minimum of the greater of $2,500 per month and 1% of Gross Billings attained in your previous calendar quarter, to advertise the Franchised Business in your Territory. The nature of the Franchised Business is such that certain promotional and marketing efforts, especially with respect to referral sources, may not cost a great deal monetarily, therefore, in order to ensure franchisees exert the effort required to promote the Franchised Business, we require that you submit: (1) quarterly marketing and promotional plans outlining efforts to be made during your next calendar quarter of operations, due the 15th day after the start of each calendar quarter in which the plan is to be implemented; and (2) monthly reports including efforts exerted and amounts spent during the previous month, especially as compared to the commitments made in your quarterly report, due no later than the 15th day of each month. We reserve the right to revise your quarterly marketing and promotional plans to ensure that minimum required efforts in accordance with our Standards are being exerted. Provided, however, that our revision of your marketing and promotional efforts will not require you to spend amounts exceeding the minimum amount as described above. If you don't submit the required monthly or quarterly reports, or you don't substantially implement the plans submitted, approved, and/or revised by us, we may, at our option, conduct marketing and promotional activities in your Territory and you agree to reimburse us for our related costs. We may, for example, send our designee to conduct certain promotional activities such as determining and visiting various referral sources in your Territory. We anticipate the cost for this type of expense to equal $5,000 per month.
Source: Item 11 — FRANCHISOR'S ASSISTANCE, ADVERTISING, COMPUTER SYSTEMS AND TRAINING (FDD pages 25–32)
What This Means (2025 FDD)
According to Caring Senior Service's 2025 Franchise Disclosure Document, the deadline for submitting quarterly marketing and promotional plans is the 15th day after the start of each calendar quarter in which the plan is to be implemented. Additionally, monthly reports that include efforts exerted and amounts spent during the previous month are due no later than the 15th day of each month.
This means that franchisees must proactively plan and report their marketing activities to Caring Senior Service on a regular basis. The quarterly plans allow Caring Senior Service to review and revise the franchisee's intended marketing efforts to ensure they meet the brand's standards. The monthly reports provide a way to track actual spending and activities against the planned efforts.
Caring Senior Service retains the right to revise these plans, ensuring that franchisees exert the minimum required effort to promote the business. Failure to submit these reports or implement the approved plans may result in Caring Senior Service conducting marketing activities in the franchisee's territory, with the franchisee responsible for reimbursing the costs, which Caring Senior Service estimates to be $5,000 per month.