BOS vs BOS Lite what's right for me?

BOS is a pathway for our brokers to participate and share in FBA’s mission to present GOOD franchises, with the added benefit of making business easier. Both tiers are built on the same robust, fully customized HubSpot CRM and automation suite, tailored exclusively for franchise brokers — what changes between them is how much of the work FBA handles for you.

What’s the Difference?

Full BOS = Tools + Team. You get access to the platform AND our team, supporting you from start to finish.

BOS is the Franchise Brokers Association’s premier business operating platform, built around a robust, fully customized HubSpot CRM and automation suite, tailored exclusively for franchise brokers. BOS provides advanced sales pipeline management, automated lead nurturing, deep analytics, and dedicated support — all designed to empower top-tier brokers to close more deals, efficiently track activity, and scale their brokerages with proven best practices and full technical guidance.

Our premium tier is for brokers who want to leverage our powerful tools and team data to run a successful business, without having to spend the time building and managing it on their own.

What’s included

• Full access to the customized HubSpot CRM, advanced customization options, and automated sales pipeline features.

•  Full FBA marketing automation, content distribution, and seamless integration of new sources / leads.

• Concierge onboarding and provisioning of all accounts (HubSpot, lead providers, and FBAMembers.com).

•  Managed social media content, campaign syndication, and automatic lead flow directly to the broker.

• Targeted email marketing campaigns by the FBA Marketing & Communications (MarCom) team to PZEE (potential franchisee) contacts. These emails direct recipients to FBA-managed web pages, ZOR landing pages, webinars, or directly to the broker’s calendar for booking. These pages alert the broker when a form is submitted, but are not pushed into the FBA sales funnel.

• Personal 1-on-1 pipeline coaching, quarterly reviews, and the BOS Mastermind accountability group.

• Exclusive BOS email / sequence template library, custom-built reporting and analytics, and direct integration with all FBA lead sources.

• A dedicated FBA Support Representative and technical resources for troubleshooting, optimization, and ongoing improvement.

•  Participation in mentoring groups, advanced peer learning, and weekly strategic check-ins.

• Access to all franchise inventory research, territory checks, registrations, and presentation tools via FBAMembers.com.

Why choose Full BOS?

• You get direct, full-service marketing support from FBA’s team — emails, landing pages, and webinars that nurture your leads automatically.

• Our technical team handles integrations from virtually any source — especially your paid campaigns — saving you significant time and setup costs.

• We manage your social media presence, creating content to enhance your online credibility, nurture relationships, and generate new leads — automatically passed directly to you.

• You gain access to BOS-exclusive mentoring groups to learn effective strategies directly from successful peers, explore new technical features added regularly, and improve your existing skills — accelerating your success.

BOS Lite = Tools only. You get access to the system and software without the hands-on support of our team.

BOS Lite offers a streamlined, cost-effective CRM and sales automation solution for franchise brokers, leveraging core HubSpot features and pre-configured workflows. Designed for new, budget-conscious, or low-volume brokerages, BOS Lite provides essential lead management and reporting with self-service onboarding and limited direct support.

Our entry-level tier is designed for brokers who seek essential tools and data to effectively operate their business while having the capacity to manage their own systems.

What’s included

• Access to the HubSpot CRM with pre-built sales pipeline, templates, and basic automation.

•  DIY marketing tools — the ability to generate leads, but without FBA-managed campaigns.

• Essential franchise inventory and opportunity management (via FBAMembers.com).

• Standard reports and analytics with limited customization.

• Access to basic FBA support resources and the BOS knowledge base (self-service).

• Inclusion in BOS mentoring groups (where space is available).

• Annual reviews and eligibility to participate in mastermind / accountability group sessions (self-select, limited).

Why choose BOS Lite?

BOS Lite gives you immediate access to powerful franchise-specific automation and essential CRM capabilities — perfect if you’re budget-conscious and just getting started. You gain proven tools to streamline your sales process and manage leads effectively, without heavy setup costs or technical know-how.