Profit First Quick Calculator
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Sales Rep — Finder’s Fee + Success Bonus
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Configure assumptions, choose a comp model, and see payouts, CAC%, and monthly cash flow (with a closing lag).
Privacy: nothing is stored server-side — everything stays in your browser.
Step 1 — Core Assumptions
Step 1b — Comp Levers
Aggressive
Standard
Lean
Step 1c — Volume Tiering (Optional)
Example: at 25 intros/month, Tier 2 multipliers apply. Effective finder’s fee and success % adjust automatically.
Step 1d — Big Deal Uplift (Optional)
Step 2 — Choose Model View
All Models
Aggressive
Standard
Lean
Step 3 — Qualified Lead Definition
Finder’s Fee is paid when all of the following are true:
- Decision-maker involved: Contact is a budget owner or direct influencer (manager+ or equivalent) for the relevant function.
- Budget signal: Prospect confirms an indicative budget at or above your current average deal size, or states funds are available.
- ICP fit: Company matches ideal customer profile (industry/vertical you serve, size/revenue band, geography you support).
- Near-term timing: Intends to evaluate or begin within ≤ 90 days (or is actively seeking proposals).
- Warm introduction: Rep makes a personal intro via email or meeting, and the prospect responds or accepts the meeting.
- Complete contactability: Work email (company domain) and name/title provided; phone and LinkedIn preferred.
- Uniqueness: Not already in CRM as an active opp or contacted within the last 6 months.
- Compliance: Within approved regions/verticals; no conflicts or restricted categories.
- Documentation: Lead is logged in CRM with all required fields (see checklist) before payout.
Disqualifiers (no payout):
- Job seekers, vendors, or agencies pitching us; purchased lists, scrapes, or mass blast replies.
- Generic contact forms without a named person; bounces or non-company email domains.
- Duplicate leads or accounts with meaningful activity in the past 6 months.
- Companies outside ICP (too small, wrong industry/region, restricted categories).
- No response from prospect within 14 days of intro (ghost/no-show) — fee is reversed.
Success Bonus Tie-in
- Success bonus is calculated on collected revenue from any deal tied to this introduction.
- Clawback: If a deal cancels or refunds within 90 days of first payment, the bonus is reversed on the next cycle.
Required CRM Fields (at intro)
- Company name & website
- Contact full name, title, work email, phone
- Industry and employee count or revenue band
- Estimated budget range
- Use case / initiative notes (2–3 sentences)
- Timeline stage (0–30–60–90 days)
- Intro email or meeting link attached
Summary KPIs
Model Comparison
| Model | Finder’s Fee (Adj) | Success % (Adj) | Annual Intros | Close Rate | Deals Closed | Avg Deal (Base) | Weighted Avg Deal | Revenue | Total Finder Fees | Total Success Bonus | Total Payout | CAC % |
|---|
Monthly Cash Flow (24 months)
| Month | Model | Intros | Finder Fees Paid | Deals Closed (Lagged) | Success Bonus Paid | Total Payout |
|---|---|---|---|---|---|---|
| Year 1 Total | 0 | $0 | 0 | $0 | $0 | |
| Year 2 Total | 0 | $0 | 0 | $0 | $0 | |
| Grand Total | 0 | $0 | 0 | $0 | $0 |
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