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Setting and closing agencies

Your setters' and closers' commissions, calculated automatically

Your team is paid per appointment and per sale, with different rules for each client. We build the tool that follows every appointment all the way to the commission, so the end of the month is no longer a spreadsheet job.

Month-end

Month-end shouldn't be a line-by-line argument

Commissions are often still calculated in a spreadsheet, at the end of the month, from what everyone wrote down. Every line gets argued, and management has the final say.

The attended appointment nobody logged, and the missing commission.

The contract paid in three installments: when does the closer's share come in?

The client who cancels after signing: someone has to find the commission and remove it by hand.

Different rules for each client that only management keeps track of.

A disputed commission costs twice: the time to recalculate it, and the trust of the person disputing it.

From appointment to commission

Each step triggers everyone's share

The appointment comes with its context

At the end of the call, the setter answers the qualification questions. The closer already knows who they are meeting and what that person expects.

The closer shows up prepared

Before the video call, everything is already in the prospect record: the prospect's answers, the call history and the setter's notes.

The commission is calculated at each step

Each event triggers everyone's share, according to your rules: the attended appointment, the signed contract, the payment received. A payment in installments or a cancellation is handled the way you decided.

Management sees everything

Management sees the appointments booked, attended and signed, per client and per person, and what is still to be paid.

Every agency pays its team its own way

The tool follows yours: we document it with you during the Process Map and Plan step, then we write it into the build quote. For example:

  • A different rate for each client
  • A flat amount per appointment, plus a percentage of the sale
  • A tier above a certain number of sales in the month
  • A commission split between two closers

Commission calculation per appointment and per signed contract already runs in our own tool. Yours will follow your own rules.

The demo

One appointment followed from the first call to the commission

Vauclane is a fictional agency. Follow one of its appointments in four steps: Karim books it, Marc prepares for it, the commission is calculated, and Sophie sees everything. It takes a few minutes to read.

New appointment · Belcire

Prospect
Head of operations, trucking company, 40 employees
Stated need
Plan delivery routes without a spreadsheet
Decision maker
Him, with his business partner
Timeline
Before the end of the quarter
Current tool
A shared spreadsheet
Time slot
Thursday 2:00 PM, with Marc

On the video call, we work from your own agency.

Frequently asked questions

The questions people hesitate to ask

Yes. Standard software handles these cases poorly, and they are exactly why a custom tool is worth it: a rate per client, a fixed amount plus a variable one, a tier, a split share. We document your rules with you during Process Map and Plan, and they are written into the build quote before anything is built.

30 minutes to see what would change at your agency

On a video call, we follow one of your appointments all the way to the commission with you, and we count what gets recalculated by hand. Free, no commitment.

Book 30 minutes