Compensation
The compensation plan, in full
Direct commission
What you earn on the customers you refer
| Commission year | Applies to | Direct rate |
|---|---|---|
| Year 1 | Months 1 - 12 of the customer's subscription | 25% |
| Year 2 | Months 13 - 24 of the customer's subscription | 10% |
| Year 3 | Months 25 - 36 of the customer's subscription | 10% |
- Applies to
- Months 1 - 12 of the customer's subscription
- Direct rate
- 25%
- Applies to
- Months 13 - 24 of the customer's subscription
- Direct rate
- 10%
- Applies to
- Months 25 - 36 of the customer's subscription
- Direct rate
- 10%
Up to 45% over 3 years
That figure is the sum of the published rates across the commission period. It describes the structure. What any individual Partner receives depends entirely on qualifying revenue from customers who actually subscribe and stay.
The base
What counts as qualifying revenue
Included
- New subscriptions
- Renewals
- Upgrades
- Add-ons
- Expansion revenue
Excluded or reversed
- Taxes
- The discounted portion (commission is on what the customer actually pays)
- Account credits applied to the invoice
- Refunded amounts (commission is reversed)
- Charged-back amounts (commission is reversed)
- One-time charges (not commissionable)
Which revenue types qualify is an administrator setting, not a fixed rule of the platform. The list above reflects the plan in effect right now.
Leadership Override
5% on your Direct Partners' customer revenue
By product
Compensation can differ by product
| Product | Direct (Y1 / Y2 / Y3) | Override | Duration |
|---|---|---|---|
| All products (default plan) | 25% / 10% / 10% | 5% | 3 years |
- Direct (Y1 / Y2 / Y3)
- 25% / 10% / 10%
- Override
- 5%
- Duration
- 3 years
Products in the ecosystem today: CloseBoss AI, MarketingBoss AI, HelmSmart AI. Future products may launch with different rates, durations, qualification rules or eligible revenue types.
Plan versions
Your plan does not change under you
Versioned
A change to the plan creates a new version with its own effective date. The old version is not edited.
Grandfathered
Under the default transition policy, a customer stays on the version in effect when they subscribed - for their whole commission period.
Never recalculated
Historical commissions are never re-priced under a newer plan. A correction is posted as its own reversal entry, never as an edit.
Plan V1
Effective from 2026-08-23 (open-ended). New customers are priced under this version; existing customers stay on the version in effect when they subscribed.
Simulator
Work through the arithmetic yourself
Assumptions
Change any of these. Nothing here is a prediction.
Per month, before any discount
Assumed at this price
Plan pays up to 3 years
Illustration
Plan V1 · qualifying revenue $99.00/month- Year 1 · 25%
- $297.00
- 12 months of qualifying revenue
- Year 2 · 10%
- $118.80
- 12 months of qualifying revenue
- Year 3 · 10%
- $118.80
- 12 months of qualifying revenue
What a qualified Leader would see on this same customer revenue if it were generated by their Direct Partner - up to 3 years per qualifying customer, totalling $178.20 over the illustrated period.
A worked example, in words
A customer subscribes at $99.00 per month and stays 3 years. In commission year one the Partner would receive 25% of that qualifying revenue, which is $24.75 per month. In year two the rate steps to 10%, and in year three to 10%. A qualified Leader whose Direct Partner referred that customer would separately see 5% of the same qualifying revenue, which is $4.95 per month.
Become a Partner