Plan Building
Every business has a unique sales motion, and your comp plan should reflect that. We partner with you to understand your goals, your team structure, and your incentive strategy before we ever start building. From quota design to payout logic, we configure your CaptivateIQ environment to be accurate, scalable, and built for the long haul. Whether you're launching a new plan or rebuilding one that isn't working, we make sure it's done right.
This service is a great fit for your company if:
You're launching a new comp plan and want it done right the first time
You inherited a plan that no one fully understands anymore
Your current CaptivateIQ build doesn't match how your team actually sells
You've outgrown your spreadsheets and need something scalable
What each service provides is a unique experience on how we can best serve you
Understand
Understanding of your commission plans, including how they function, how they’re structured, and how they support your business objectives.
Training
We offer comprehensive training on your system, guiding administrators through key features, workflows, and day-to-day tasks.
Tooling
We personalize your unique environment, incorporating your processes, team roles, and plan designs.
Documentation
We assist in creating detailed documentation that outlines your system setup and processing steps.
What Good Looks LikeWhen a plan build is done right
Reps can read their plan and understand exactly how they get paid
Payouts are accurate from the very first cycle
The logic is documented and scalable as your team and plans evolve
"Most comp plans fail not because of the strategy but because of the build."
Ready to Take Commissions Off Your Plate?
No pressure, no commitment, just a quick conversation to see if we're the right fit for your team. We'd love to hear what you're working through.
