6-8 weeks
Commission Reconciliation System
One dashboard connects your tracking tool, host portal, and bank deposits. Automated alerts when things get stuck. AI drafts the follow-up emails. Monthly ritual instead of annual panic.
Best for: Agencies doing $1M+ with Past Due lists that make them uncomfortable.
$8,000 – $15,000
What's included
How it works
Discovery (Week 1-2)
We audit your current commission tracking, identify gaps, and map the data flow between your systems.
Build (Week 3-5)
I build the Gap Dashboard, configure alerts, set up AI follow-up drafting, and create your reconciliation workflow.
Training (Week 6)
Live training on the system plus the monthly ritual. Recorded for future reference.
Launch + Support (Week 7-8)
Go live with your first monthly reconciliation. I'm available for questions and adjustments for 30 days.
Investment
Pricing depends on complexity and scope
FAQs
Frequently asked questions
What tracking tools do you work with?
SION, TERN, and most major CRM/tracking systems. If you use something custom, we'll discuss during discovery.
How much time will this save me?
Most agencies go from 40+ hours of annual reconciliation chaos to a 3-hour monthly ritual. Plus you'll catch money that's currently slipping through.
What if I don't have a tracking system yet?
We can build basic tracking into the system, but the full value comes from connecting existing data sources. The Workflow Audit can help determine what you need first.
Not Sure Where to Start?
A Workflow Audit ($500) or VIP Strategy Day ($2,500) can help you identify the best place to begin.
Ready to get started?
20 minutes. We'll identify your biggest gap and I'll tell you honestly whether this is the right fit.