What system does the Focus CFO Area President use to generate new clients?

Franchisee's Equity Owner shall operate the Franchise as an Area President, working to generate new clients using Focus CFO's client development system and processes.

Area Presidents will have the primary responsibility for lead generation, recruiting of CFOs in their Home Territory and any Secondary Territory granted to the Area President, and developing a client base through networking and other business development tools by following Focus CFO's core processes.

• 1. Area Presidents will maintain a Cookbook outlining their participation in business development, group marketing and client delivery activities using the standard Focus CFO format as outlined in the Playbook.
• 1. Area Presidents will develop and manage an individual "Area Plan." The Area Plan will include networking contacts and business organizations.
• 1. Area Presidents are responsible for communicating regularly with CFOs regarding the activities and services being provided to each client in the Area President's Book of Business. This includes a review of the 90-day plan for the client each quarter, with the CFO and the client.
• 1. Area Presidents will assist with identifying and interviewing individuals to serve as CFOs for the Focus CFO client base and developing a CFO team to support group marketing activities (the "Group Marketing Team").
• 1. Area Presidents will coordinate and lead approved marketing activities, which may include other Area Presidents and CFOs from within their Home Territory or within any Secondary Territory granted to the Area President.
• 1. Area Presidents are responsible for conducting such additional duties and responsibilities as established from time to time by Focus CFO.

Source: Item 23 — Receipts (FDD pages 37–126)