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Simple weekly plan with quarterly true-ups.
1) What you pay each week
- Retainer: **1,000/mo).
- Tools: **125/mo).
- Performance component: accrues only with results and is capped.
Caps: Performance fees are capped at 20% of monthly Gross Profit, and the annual total is capped at 25% of annual Gross Profit.
2) How the performance piece is calculated
We combine three levers (then cap them):
- KPI-based % of Gross Revenue (tiered by KPI score):
- KPI < 70% → 2%
- 70–89% → 3.5%
- 90%+ → 5%
- Savings Share: 20% of documented savings
- Recurring savings accrue monthly.
- One-time savings are amortized over 3 months.
- Profit-Share: 5% of Net Income (measured quarterly).
Sum the three, then apply the Gross Profit caps above.
3) Quarterly true-ups (fair both ways)
- You pay a steady weekly amount: retainer + tools + a smooth portion of the variable.
- Each quarter we compare projections vs actuals and credit or add the difference.
- Then we re-balance the next 18 months so payments stay smooth.
4) Why this protects you
- Fixed weekly base keeps cash predictable.
- Variable fee rises/falls with results and can’t exceed caps.
- Transparent quarterly math with full history.
“You’re never paying ahead of results. We keep a steady weekly cadence, then settle the exact math every quarter so you always get credited or charged the true amount.”