Written by JD Davenport, who still sells for a living.
You pay somebody a cut, and neither of you can prove the number. This is the one you buy the month you hire your first salesperson, and the one you wish you had bought the month before.
A written plan that says what earned means and when it gets paid, agreement language to go with it, a calculator, a statement you can hand over, and a floor that stops a job paying out when it lost money. Banked is the tracker your salesperson keeps on their own phone, so they stop asking you what they have earned.
| File | What it is | What it does for you |
|---|---|---|
| 00 START HERE | What to open first, in what order, and what breaks if you skip a step. | You install it in the right order instead of opening four files at once and finishing none of them. |
| 01 Why Commission Plans Leak Margin | The reasoning. Read this before you change anything. | You see how a plan that looked fair on the day it was written became expensive, without anybody doing anything wrong. |
| 02 Commission Plan Standard Word, editable | The plan itself. Rates, basis, floors, and what is commissionable. | The plan itself, written so the person being paid can check it. A plan nobody can check is a plan nobody trusts. |
| 03 Compensation Agreement Language Word, editable | Contract-ready clauses covering draw, rate, earned and payable. | Your attorney edits rather than drafts, which is the difference between an hour and a retainer. |
| 04 Margin Fail-Safe Fault Standard Word, editable | The three-test standard that decides when a margin miss is the salesperson's fault. | Decided before it happens instead of argued after, which is the only time anybody agrees to it. |
| 05 Commission Calculator Spreadsheet | Measures what your current plan actually pays as a share of what it earns. | It is usually not the number written in the plan, and this is how you find that out without an argument. |
| 06 Commission Statement Template Spreadsheet | The statement that goes to the salesperson every cycle. Every field sourced. | The salesperson gets a statement where every figure names where it came from, so the conversation is about the job and not about the math. |
| 07 Commission Reporting SOP Word, editable | Who produces the statement, where each figure comes from, and what happens to a dispute. | It stops being one person's job held in one person's head. |
| 08 Rollout Plan and 90-Day Scorecard Word, editable | The sequence from approval to launch, and the nine measures that say it worked. | A new plan gets judged on nine measures rather than on how the room felt in week two. |
| 09 Banked (the app) Browser tool | What a salesperson opens on their own phone. They log a job, it tells them what they earned. | Most of the reason somebody comes to ask you what they earned goes away. |
| 10 Banked - the salesperson's guide | Two pages you hand to the people who will use it. | Nobody has to be trained on it. |
| 11 Rollout Deck Slides, editable | The nine slides you stand in front of when you announce the plan, with speaker notes. | The meeting where you announce it decides whether it lands. This is that meeting, written down. |
| 12 Shared Definitions | The same vocabulary in every kit, so any two of them work together. | Buy a second kit later and it drops in beside the first. No reconciling two sets of words. |
| LICENSE AND DISCLAIMER Text | One business, yours forever. Nothing expires. | Nothing renews, and no decision of ours can ever switch it off. |
| RUN IT WITH AI - copy this prompt Text | Runs the recurring pass with you, reading the queue the spreadsheet produced. | The monthly pass happens even in a month when you do not feel like doing it, because somebody else is asking the questions. |
| SET UP WITH AI - copy this prompt Text | Interviews you and fills the kit in around your business. | You answer questions for twenty minutes instead of reading a manual, and get back a setup sheet for your own business. |
Not sure this is the one that is costing you? Compare all four kits, or read the questions people ask about this one.