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Fee Plans

Written by Nicole Adams

What Are Fee Plans?

Fee Plans are templates that define how fees are calculated between parties in Introzy. They let you set up structured commission agreements—like flat fees per lead or percentage-based commissions on closed deals—and automatically track what's owed.

Think of a Fee Plan as a reusable contract template. Once you create one, you can apply it to products, contacts, or deals, and Introzy will automatically calculate fees as business activity happens.

When to Use Fee Plans

Fee Plans are essential when you need to:

  • Track referral commissions: Pay connectors or partners when they bring you leads or closed deals

  • Set up revenue sharing: Define percentage splits with partners

  • Standardize fee structures: Create consistent commission templates across your organization

  • Automate calculations: Let Introzy calculate fees when deals are created or closed

Creating a Fee Plan

Step 1: Navigate to Fee Plans

  1. Click on Fee Plans in the sidebar navigation

  2. Click the Create Fee Plan button in the top right corner

Step 2: Choose Your Builder Mode

Introzy offers two ways to create fee plans:

Simple Builder (Recommended for Most Users)

The Simple Builder provides two common presets that cover most use cases:

Flat Fee Per Lead

  • Charges a fixed dollar amount when a new lead/deal is generated

  • Example: "$100 per lead"

  • Best for: Paying a consistent amount for each introduction, regardless of deal size

Percentage Per Convert

  • Charges a percentage of the deal value when a deal closes

  • Example: "10% of deal value"

  • Best for: Revenue-sharing arrangements where commission scales with deal size

To use a preset:

  1. Enter the amount (dollar amount or percentage)

  2. Click Use This Preset

  3. The fee rule will be added to your plan

AI Text Mode

If you have a more complex fee structure, use AI Text Mode to describe it in plain English:

  1. Switch to AI Text Mode using the toggle

  2. Type your fee structure in natural language

  3. Click Parse Fee Structure

  4. Review the generated rules

Example prompts:

  • "$50 flat fee per lead, plus 5% commission on closed deals"

  • "10% of deal value, minimum $100, maximum $5000"

  • "Tiered: 15% for deals under $10k, 12% for $10k-$50k, 10% over $50k"

  • "Monthly subscription of $500, plus 3% of all closed deals"

Step 3: Configure Plan Details

  1. Plan Name: Give your fee plan a descriptive name (e.g., "Standard Connector Commission" or "Premium Partner Revenue Share")

  2. Payer Role: Who pays the fee (typically "Solution Provider" or "Marketplace Owner")

  3. Payee Role: Who receives the fee (typically "Connector" or "Marketplace Owner")

Step 4: Review and Create

  1. Review your fee rules in the summary

  2. Click Create Fee Plan to save

Understanding Fee Rules

Each Fee Plan contains one or more Fee Rules that define when and how fees are calculated.

Fee Triggers

Triggers determine when a fee is calculated:

Trigger

When It Fires

Best For

Deal Created

When a new lead or deal is first created

Per-lead fees, introduction bonuses

Deal Closed

When a deal moves to closed/won status

Commission on closed business

Monthly

Every month (recurring)

Retainer fees, subscription commissions

Quarterly

Every quarter (recurring)

Quarterly performance bonuses

Annually

Every year (recurring)

Annual partnership fees

Fee Amount Types

Amount types determine how the fee is calculated:

Type

Description

Example

Flat

Fixed dollar amount

$100 per lead

Percentage

Percentage of deal value

10% of deal value

Tiered

Different rates based on deal size

15% under $10k, 10% over $10k

Escalating

Rates that change over time

Year 1: 5%, Year 2: 10%

Product-specific percentages

By default a percentage rule is calculated against the whole deal value. If your organization has per-product amounts enabled, you can point an individual percentage rule at a specific product instead (for example, "15% of Telephony"). In the fee plan builder, use the Basis column to select the product a rule applies to. The percentage is then calculated against that product's amount on the referral. If a deal doesn't include that product—or the product has no amount—no fee is created for that rule.

Managing Fee Plans

Viewing Your Fee Plans

  1. Navigate to Fee Plans in the sidebar

  2. Use the search bar to find specific plans

  3. Filter by status: All, Active, or Inactive

Viewing Fee Plan Details

Click on any fee plan to see:

  • Overview: Payer/payee roles, number of rules, active deals

  • Fee Rules: Detailed breakdown of each rule with triggers, amounts, and timing

  • Usage Statistics: Total fees calculated, active deals, average fee per deal

  • Fee Impact Calculator: Preview how fees affect deal economics

Deactivating vs. Deleting

  • Deactivate: Use this for fee plans attached to existing deals. Deactivated plans won't be available for new deals, but existing deals continue using them.

  • Delete: Only available for fee plans with no active deals. Permanently removes the plan and all its rules.

Applying Fee Plans

Fee Plans can be applied at different levels:

Product-Level

Attach a fee plan to a specific product so all deals for that product use the same fee structure.

  1. Go to the product detail page

  2. Find the Fee Structure section

  3. Select or create a fee plan

Contact-Level

Attach a fee plan to a specific connector or solution provider for personalized commission agreements.

  1. Go to the contact detail page

  2. Find the Fee Structure section

  3. Select or create a fee plan

Tips & Best Practices

  • Start Simple: Use the Simple Builder presets first. You can always create more complex structures later.

  • Name Clearly: Use descriptive names like "Standard 10% Commission" rather than generic names like "Fee Plan 1"

  • Test with Calculator: Use the Fee Impact Calculator on the detail page to preview how your fees will work before applying them to deals

  • Review Regularly: Check your fee plans periodically to ensure they still align with your business agreements

  • Deactivate Don't Delete: If you need to stop using a fee plan but have historical deals, deactivate it rather than trying to delete it

Troubleshooting

Fee Plan Won't Delete

Problem: You see an error when trying to delete a fee plan.

Solution: The fee plan is likely attached to active deals. Instead of deleting:

  1. Go to the fee plan detail page

  2. Click Deactivate to prevent it from being used for new deals

  3. Existing deals will continue using the plan

AI Parser Confidence Is Low

Problem: When using AI Text Mode, you see a "Low Confidence" warning.

Solution: The AI had trouble understanding your description. Try:

  • Using simpler language

  • Breaking complex structures into separate sentences

  • Using specific numbers instead of ranges

  • Following the example prompts shown in the interface

Fees Not Calculating

Problem: You expected fees to be calculated but nothing appeared.

Solution: Check these common causes:

  1. Wrong trigger: Make sure the fee rule trigger matches the event (e.g., "Deal Created" won't fire when a deal closes)

  2. Inactive plan: Verify the fee plan is set to Active

  3. No deal value: Percentage-based fees need a deal value to calculate against

  4. Plan not attached: Ensure the fee plan is attached to the product or contact

Need a More Complex Structure?

If you need fee structures more complex than what the Simple Builder or AI Text Mode supports, contact support for assistance with custom configurations.

Conclusion

Fee Plans give you powerful tools to automate commission tracking and ensure accurate fee calculations across your business. Start with a simple preset, test it with the calculator, and build up to more complex structures as needed. If you have questions about setting up fee plans for your specific use case, reach out to our support team for help!

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