Purpose
The Mentor program exists to reward experienced Strategists who consistently demonstrate excellence in project execution, leadership, and compliance. Mentors are trusted partners of the company - bridging the gap between the sales force and Surge’s internal operations.
The Mentor tier represents leadership, experience, and stewardship within Surge. Mentors guide Strategists through projects, uphold company standards, and ensure that Surge’s growth is built on quality, integrity, and collaboration.
What a Mentor Does
Mentors serve as both coaches and quality controllers across the sales network.
They ensure that every project meets Surge’s standards while helping Strategists grow in skill, confidence, and consistency.
Key responsibilities include:
Reviewing and approving proposals before client delivery
Supporting Strategists during deal presentations and closings
Ensuring all documentation and qualification criteria are met
Maintaining communication with Surge operations and build teams
Providing ongoing feedback and performance coaching to their team
Mentor Qualifications
To qualify for the Mentor program, a member must:
Be an active Strategist in good standing with Surge
Demonstrate consistent project activity and professionalism
Complete Mentor onboarding and training modules
Pass compliance review for documentation and communication standards
Receive a formal invitation or nomination from Surge leadership
Once approved, Mentors gain access to exclusive leadership tools, dashboards, and commission overrides based on team performance.
Advancement Pathway
Becoming a Mentor is both a milestone and a stepping stone.
Members advance through three primary phases:
Phase | Title | Focus |
1 | Strategist | Learn, close projects, follow mentorship |
2 | Senior Strategist | Demonstrate consistent project flow and accuracy |
3 | Mentor | Lead and train others, ensure quality control |
Mentors may later be invited to join Surge’s Executive Team or Advisory Council based on performance and leadership contribution.
Compensation & Overrides
Mentors earn a commission split on co-closed deals with newer Strategists. Mentors also earn a revenue share on all qualified projects completed by their direct team members. This percentage is detailed in the official Compensation & Qualification Plan and tied to verified project funding.
Overrides are paid once all project milestones are complete, and funding and commission reconciliation are confirmed.
Compliance Expectations
Mentors are held to the highest standard of professionalism and accountability.
They must:
Enforce Surge’s Policies & Procedures and Code of Conduct
Maintain confidentiality and data integrity
Represent Surge accurately and ethically at all times
Uphold leadership communication and reporting requirements
Violations may result in loss of Mentor status, suspension, or other corrective action.
Leadership Values
Mentorship within Surge is rooted in three core values:
Value | Meaning |
Service | Lead by helping others succeed first. |
Integrity | Always model honesty, professionalism, and compliance. |
Excellence | Uphold quality and accountability in every deal. |
Mentors embody these values daily - serving as examples of what it means to build with purpose and integrity.
Summary
Category | Description |
Role | Guide, train, and oversee Strategists |
Requirements | Completion of Mentor training + leadership approval |
Compensation | Override commission on downline projects |
Accountability | Compliance with all Surge policies and ethical standards |
Values | Service, Integrity, Excellence |