Concierge

Teresa Velez

Est. payout (1%)

Since 2026-07-13 (program start) — this is what the payout and Gate 2 are computed from.

◆How this is calculatedshow formula & sources

Payout(rep) = 1% × Σ(Zenoti invoice amount)
  for every lead where:
    new_patient = Yes
    AND treatment_status = Completed
    AND invoice_amount >= $400
    AND lead is concierge-sourced

Paid only if rep clears Gate 2:
  caseload >= 100 leads since 2026-07-13
  AND tenure >= 3 business days as HubSpot Final Owner before booking
  AND reach rate >= 60%

Gate 3: program-to-date qualifying rate must be flat-or-better vs.
the 43 days immediately before program start.

Reporting sources

Lead volume, deal owner, won/lost: Corral amp-organization → use_dataset(759) (HubSpot deals)
Revenue matched to actual invoices: Corral amp-organization → use_dataset(776) (Zenoti revenue matched to HubSpot email)
Deal owner → rep name: HubSpot search_owners

Known data gaps

Gate 2 tenure: needs deal-level Final Owner change history — not in the current pull
Gate 2 reach rate: needs a live reach-tracking feed — the prior source (share_point.amp_inside_sales_dashboard_tracking) stopped updating January 2025

Leads assigned since start

Qualifying revenue ($400+, new patient)

Qualifying deals

Gate 2 — Rep eligibility

All three must clear for Teresa to be paid on qualifying conversions.

Caseload ≥ 100 leads

37 leads assigned since 2026-07-13

Tenure ≥ 3 business days as final owner

Needs deal-level Final Owner change history — not yet in this pull

Reach rate ≥ 60%

Needs a live reach-tracking feed — the old SharePoint tracker went stale Jan 2025

Gate 3 — Rate vs. baseline

Compares program-to-date rate against the reference-period rate once enough program volume exists to be meaningful.

Pre-program run-rate, for Gate 3 baseline comparison only — not counted toward standings or payout.

Reference conversion rate (43d pre-program)

40.2%

Reference qualifying rate

3.7%