Is attendance at Focalpoint Coaching's various training courses an obligation for the franchisee or managing owner?
Focalpoint_Coaching Franchise · 2025 FDDAnswer from 2025 FDD Document
and handouts in our training program.
You (or your managing owner), your Business Manager and/or other previously trained and experienced employees must attend and complete to our satisfaction various training courses that we periodically provide either online or in-person at the times and locations we designate. 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. We will not require in-person attendance at the annual meetings for more than 5 days during any calendar year. (See Item 6) You are responsible for all related travel and living expenses and wages incurred in connection with attending these courses and meetings.
We may require your Associates and non-coaching employees to complete initial and ongoing training programs to our satisfaction. We may charge you a fee for training Associates and non-coaching employees. (See Item 6) You are responsible for all related travel and living expenses and wages incurred in connection with you and your Associates, non-coaching employees and any other employees attending these training programs.
EXHIBIT D
OPERATIONS MANUAL TABLE OF CONTENTS
FocalPoint Coaching Inc. FocalPoint – 03/2025 FDD
Table of Contents
| Subject | Hours of Classroom Training | Hours of On-The- Job Training | Location | |---|---|---|---| | Overview | 2 | 0 | Online | | The Foundation | 3.5 | 0 | Online | | DISC | 2.75 | 0 | Online | | Coaching | 11 | 0 | Online | | Technique | | | | | Prospecting | 8.5 | 0 | Online | | Presenting & | 14.25 | 0 | Online | | Selling | | | | | Technology | 2 | 0 | Online | | Total | 44 | 0 | |
| Day 3 | - Sales | 1-56 |
|---|---|---|
| • | Client Acquisition Process Map: Sales Phase My Goals for Today Pre-Sales Planning & BNTR Chart (Budget, Need, Time, Relationship) Sales Process for Each Step Only 6 Objections Closing the Sale | |
| Strat | regic Business Review (SBR) | |
| On G | Prep Script SBR Gap & Consequence Questions Create Your Own Script SBR Appendix | |
| How | to Onboard a New Client | |
| 11011 | How to Onboard a New Client Steps Program Selection Sheet/Agreement Welcome Pack/Compliance Agreement SBR Scorecard | |
| λ λ λ λ λ | Top "Take Aways" nework Day 3 | |
| 11011 | iework bdy 3 | 00 |
| D | 1 00 | |
| Day 4 | - Coaching Client Acquisition Process Map: Coaching Phase My Goals for Today Coaching Conversations igational Conversations Program Overview ching Process, Script & Session Scorecard Top "Take Aways" | |
| Hon | nework Day 4 | 22 |
| Day 5 | - Role Play My Goals for Today | 1-26 |
| Role | Play Worksheets Discovery Conversation Scorecard (2 copies) 20 Minute Coaching Call Scorecard (2 copies) 20 Minute Coaching Call Script – Role Play Practice Sheet (1 copy) Strategic Business Review Scorecard (2 copies) | |
| Strategic Business Review Practice Sheet (1 copy) | 21-23 | |
| Mv | T |
Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 28–36)
What This Means (2025 FDD)
According to Focalpoint Coaching's 2025 Franchise Disclosure Document, franchisees or their managing owner, along with their Business Manager and other trained employees, must attend and complete various training courses to the franchisor's satisfaction. These courses are provided periodically, either online or in-person, at locations and times designated by Focalpoint Coaching. Additionally, franchisees may be required to attend an annual national meeting and an annual regional meeting, with in-person attendance at these meetings not exceeding 5 days in a calendar year. Franchisees are responsible for all travel, living expenses, and wages associated with attending these courses and meetings.
Before opening a Focalpoint Coaching franchise, the franchisee (or their managing owner) or their Business Manager must complete approximately 44 hours of initial training, which can be online or in-person at the discretion of Focalpoint Coaching. This initial training covers the operation of a Focalpoint Coaching Franchised Business. Failure to complete the initial training to Focalpoint Coaching's satisfaction may result in termination of the Franchise Agreement, with a potential refund of a portion of the initial franchise fee. The franchisee must pay an initial training fee of $16,950 upon signing the Franchise Agreement. Additional attendees beyond the first will incur further training charges.
Focalpoint Coaching may also require Associates and non-coaching employees to complete initial and ongoing training programs to the franchisor's satisfaction, with the franchisee potentially incurring fees for these training programs. The franchisee is responsible for all related travel and living expenses and wages for themselves and their employees attending these training programs. Focalpoint Coaching also offers refresher training courses periodically.
In summary, attendance at various training courses is indeed an obligation for the franchisee or their managing owner, as well as potentially for their employees. These training requirements are essential for maintaining the standards and operational effectiveness of the Focalpoint Coaching franchise system. The franchisee bears the financial responsibility for training fees, travel, lodging, and wages associated with these training programs.