What document must Focus Cfo Area Presidents maintain outlining their participation in business development?

According to the 2025 Focus Cfo Franchise Disclosure Document, Area Presidents must maintain a "Cookbook" that outlines their participation in business development, group marketing, and client delivery activities. This Cookbook must adhere to the standard Focus Cfo format as detailed in the Playbook.

This requirement ensures that Area Presidents follow a consistent and proven approach to business development and client management. By using the standard Focus Cfo format, Area Presidents can effectively track and measure their activities, allowing them to optimize their efforts and improve their results. The Cookbook serves as a record of their business development strategies and client interactions.

The Cookbook, along with the Area Plan, helps Focus Cfo Area Presidents stay organized and focused on their business development goals. The Area Plan includes networking contacts and business organizations, providing a structured approach to building relationships and generating leads. Together, these documents support the Area President in effectively managing their territory and growing their client base.

Focus Cfo also has the right to modify the provisions of the responsibilities of the Area President upon 30 days prior written notice.