North Partner Lanes | Prospecting OS

1. Prospecting plan

Single-lane mode sends all visits to one offer. Blend mode splits visits across enabled lanes using allocation weights.

Visits per field day9

Field days per week5

Conversion scenario

Conversion assumptions are editable in the lane settings below. The default scenarios apply multipliers to each lane's baseline conversion rates.

2. Partner lanes and compensation

Your payouts are not necessarily the same across partner lanes. Set each lane's advance/bonus, monthly residual, and additional true-up independently. Defaults are illustrative placeholders, not verified North commission terms.

3. Optional North Edge residual model

For the North Payments lane only, choose manual residuals or a volume-based Edge illustration. Other partner lanes keep their own manual compensation settings.

4. Weekly assessment

Weekly advance-equivalent potential$0

CC's estimated weekly gross$525

5. Four-week assessment

Metric	Week	Four weeks

Four-week projected advances / bonuses$0

Compared with CC's four-week gross ($2,100)$0

Lane-by-lane monthly breakdown

Lane	Visits	Talks	Reviews	Activations	Upfront $

6. Six-month portfolio assessment

Each month repeats the four-week prospecting funnel. New cohorts begin earning residuals the following month. Optional lane true-ups start in Month 4 for Month 1's qualifying cohort.

Month	Active accounts	Upfront	Residuals	True-ups	Total

Accumulated portfolio income

Six-month advances / bonuses$0

Accumulated residuals$0

Six-month true-ups$0

Month 7 residual run rate$0

Six-month North partner-lanes modeled receipts$0CC's six-month estimated gross: $13,650 · difference: $0

Monthly compensation mix

7. Field strategy

Salido: Independent restaurants and hospitality operators. Lead with restaurant operations, POS workflow, ordering, kitchen routing, and costs. Coordinate demonstrations through the appropriate partner team.

Practice Management Bridge: Dental and qualifying healthcare practices. Lead with the practice's receivables and payment workflow. Confirm software compatibility and partner eligibility before recommending an integration.

Blended plan: Group visits geographically, use targeted introductions for each vertical, and follow up through your independent CRM. Dedicate longer reviews and partner-led demos to appointment blocks rather than counting them as brief field visits.

Cash-flow caution: These are illustrative compensation scenarios, not confirmed payments. Approval, activation, bonus eligibility, contract-specific residual terms, merchant attrition, and payout dates affect actual cash received. There is no tax reserve subtracted in this planner.

Settings are saved on this device when local storage is available. No account or connection is required.