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Sales Compensation Model

The Surge Compensation Model is designed to reward performance, proficiency, and consistency. Every member, whether contributing referrals, developing leads, or managing full project cycles, has a defined pathway for advancement & earnings.


This compensation structure is designed to create a structured, rules-driven, margin-aligned sales system that rewards meaningful contribution while protecting the company’s ability to scale.

The goal is to ensure:

  • High upside for strong producers

  • Clear and predictable rules that avoid surprises

  • Protection of company margin for growth and enterprise expansion

  • A system that scales as the organization grows

This structure prioritizes role contribution over title or negotiation.


SALES ROLES

Surge compensates contributors based on the role they perform in each deal — not their title. The system recognizes three functional roles in the sales process; see the Sales Activity Model for exact activity requirements to qualify for each commission tier in this outline.

Scout

Responsible for identifying and introducing an opportunity.

Typical responsibilities include:

  • Initial referral to Surge sales team

  • Connecting Surge to the decision maker

  • Entering the opportunity into the platform

Setter (Strategist)

Responsible for facilitating deal progression prior to closing.

Typical responsibilities include:

  • Discovery calls & initial qualification

  • Appointment & follow up coordination

  • Gathering data & documentation

  • Maintaining deal momentum

  • Coordinating proposal preparation

Closer

Responsible for finalizing and securing the transaction.

Typical responsibilities include:

  • Deeper discovery, proposal development, and presentation

  • Negotiation & refinement of the deal

  • Final scope alignment

  • Confirming contract execution


COMMISSION ALLOCATION BY ROLE PARTICIPATION

All commissions are calculated within a defined Sales Commission Pool tied to project economics and contributor participation.

1. Scout → Setter → Closer

Scout generates the lead and passes to a Setter, who manages the process with a Closer.

Role

Required Activity

Allocation

Scout

Generation

5%

Setter

Facilitation

20%

Closer

Execution

70%

Recruitment

-

5%

2. Setter → Closer

Setter generates the lead and supports deal progression; Closer secures the deal.

Role

Requisite Activity

Allocation

Setter

Generation + Facilitation

25%

Closer

Execution

70%

Recruitment

-

5%

3. Scout → Closer

Scout generates the lead and passes it to a Closer. The Closer both facilitates and closes.

Role

Requisite Activity

Allocation

Scout

Generation

5%

Closer

Facilitation + Execution

90%

Recruitment

-

5%

4. Closer Self-Generated Lead (Using Surge Platform)

Closer originates the opportunity and manages the deal through the platform.

Role

Activity

Allocation

Closer

Generation → Execution

95%

5. Surge-Generated Lead

Lead originates from Surge marketing or advertising efforts.

Role

Activity

Allocation

Closer

Facilitation + Execution

60%

Company

Generation + Facilitation

40%

This reflects the company’s cost and effort associated with:

  • lead generation

  • marketing & advertising

  • brand investment

Example Earnings Snapshot

Example earnings depend on project size, structure, and role participation.

Example (commercial solar project):

  • Project Size: $1.2M

  • Typical Sales Commission Pool: ~$120K

  • Example allocation:

    • Closer ≈ $84K

    • Setter ≈ $24K

    • Scout ≈ $6K

Larger multi-conduit projects (solar + storage + EV) can produce significantly larger commission pools depending on project structure.


ROLE QUALIFICATION

Commission roles are earned through participation — not assigned by title. If a role’s responsibilities are not performed, its allocation is redistributed to the contributors who performed that work.

This ensures:

  • fair compensation

  • proper incentive alignment

  • system integrity


RECRUITMENT BONUS

Surge rewards contributors who help grow the network with productive teammates, while avoiding long-term override structures that dilute deal economics. Recruitment bonuses apply only to a recruit’s first two closed deals to ensure incentives reward onboarding and activation — not passive long-term overrides.

Recruitment Bonus Structure

Recruiters may receive a one-time recruitment bonus equal to 5% of Sales Pool on the first two deals closed by a recruited representative. The recruitment bonus is:

  • Paid from the Sales Pool

  • Limited to the recruit’s first two closed deals only

Recruit Qualification Requirement

To ensure recruiting incentives reward productive team building, recruits must become active contributors. A recruit must achieve Active Status within their first 12 months.

Active Status Definition: Active Status = 1+ qualified, presented deal per quarter, over the first 12 months on the platform (4/year). If this condition is not met, recruitment bonuses do not apply.

Recruitment bonuses are only available to active contributors who have previously closed at least one deal on the platform.

Recruiter Eligibility

To receive recruitment bonuses, the recruiter must:

  • Be the original introducer of the recruit

  • Be an active contributor him- or herself (1+ qualified presentation per quarter)

This ensures recruiting incentives reward contributors, not passive participants.


SYSTEM INTEGRITY & CUSTOMIZATION

This compensation model is designed to function as a predictable operating system, not a negotiable structure.

However, some opportunities involve collaboration structures that differ from the standard role allocations. In those situations, a custom commission split may be approved.

When a custom split is requested:

• allocations must remain within the Sales Pool cap
• the company share may not be reduced
• all commission-earning contributors must sign a Deal Commission Allocation Agreement for that specific opportunity

Surge will issue this agreement automatically on a per-deal basis once a custom split is approved.

All commission allocations must be reviewed and approved by the DOS and CEO prior to execution.


FINAL NOTE

This model prioritizes:

  • clarity

  • fairness

  • margin protection

  • long-term scalability


DOCUMENT REVISION FOOTER

Document Title: Surge Sales Compensation Model

Version: 5.0

Effective Date: April 1, 2026

Approved By: Executive Team and Chief Executive Officer (CEO)

Prepared By: Chief Executive Officer (CEO), Surge Enterprises LLC

Review Cycle: Quarterly or as amended by Surge Executive Team

Distribution: Surge Members & Prospective Contributors

Confidential Notice: This document contains proprietary and confidential information of Surge Enterprises LLC. It is intended solely for use by Surge personnel, affiliates, and authorized partners. Unauthorized reproduction, disclosure, or distribution is strictly prohibited without prior written consent from Surge Enterprises LLC. This document may be shared with prospective contributors considering participation in the Surge platform.

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