About
We provide a range of Project Support Services for projects on our platform, and also Able allows users to assign Roles & Responsibilities to yourself, other Partners or a member of our staff on Projects, Programs & Components. We charge a percentage fee of the total project value for each of the Project Support Services that are used on a project or share the split (Splits: Sharing Revenue). The below table outlines these fee rates. These splits might change as we learn what works. We will honour whatever fees are agreed when a quote is signed.
Contents
Project Roles & Project Support Services
Projects on Able have the following “Roles” and Project Support Services. The table below outlines the “Responsibilities” and Fees we charge or Splits we recommend for each role or service.
| Project Support Service or Role |
Fees/ Split |
Responsibilities, key activities |
Required other services |
Notes and Excluded Services |
| Platform Fee |
10% fixed fee |
Service provided by Integral, includes: access to Able, insurances, invoicing, payments, program updates, program & session evaluation and automated scheduling features. |
Always required |
Project setup. Some Integral surveys cannot be self-served. All Project coordination services need to be done by the partner themself. |
| Client Owner or Client Lead |
20% |
|
|
|
| fixed Split |
Can be either a Partner or member of Integral’s sales team. Responsibilities include: |
|
|
|
- Is the owner of a specific Client relationship.
- Overall responsibility for all communication with, Quotes or Projects with a specific Client.
- Responsible for maintaining the Client relationship. | | |
| Deal Owner or Project Owner | 0-25% variable Split | Can be either a Partner or member of Integral’s sales team. Responsibilities include:
• Is the owner and responsible entity for a Quote and Project.
• Overall responsibility for all aspects related to a specific opportunity Quote and Project.
• Has final decision-making authority on the Project, including the Roles, Splits & Pricing.
• Responsible for all activities related to a potential sale from initiation to close.
• Responsible for Project commercials and Client contract, assisted by Proposal Designer.
• Provides sales support activities including Client communication, attending client meetings.
• Manage opportunity initiation, following up and close with potential clients.
• Primary Client contact after Quote is won and Project is initiated. | None | |
| Proposal Designer | 10% fixed Split | Can be either a Partner or member of Integral’s sales team. Our sales team can help design & draft quotes, proposals and tenders including project costing. Responsibilities include:
- Design, cost and draft a Quote and associated Proposal for a potential Project.
- Design high-level Project, Program, Participant Experience and other intervention.
- Draft Project costing and pricing, and liaise with Project Delivery team re Payouts.
- Draft quotes, proposals, slide decks and tenders associated with a potential Project | None
| Excludes sales support. |
| Project Lead, Program Lead of “PLC” | 0-25% variable Split | Can be either a Partner or member of Integral’s sales team. Responsibilities include:
• Responsible for Project, Program and Session quality, outcomes and impact.
• Respond appropriately to Project needs that may arise, to ensure the best outcomes.
• Manage Project Delivery team, ensure team alignment, and content alignment.
• Collaborate with the Project Delivery team, as appropriate and promptly.
• Primary Client contact after Quote is won and Project is initiated.
• Responsible for liaising and communicating with the Client during the Project delivery.
• Primary Participant contact while Program is in progress.
| None | |
| Project Coordination Support (PC) | 10% fixed fee | Service provided by Integral, includes: Project Coordinator support; program, participant or coachee setup; surveys setup, ordering/booking non-integral surveys, printing, scheduling workshops, and booking rooms/catering. | None | |
| RTO Project Support | 5%
fixed fee | Service provided by Integral, includes: RTO Manager, RTO admin, Access to RTO administration system (aXcelerate). Only for UOC on the scope. | Project Coordination | RTO assessments, RTO design for non-standard programs. |
| Delivery Team, Service Delivery Partners or Project Team Member | 40-50%
variable Split (Remainder) | Generally a Partner. Responsibilities include:
• Responsible for the specific tasks, activities and Service Components to be provided to Clients as part of a Project or Program, such as coaching sessions, facilitation or consulting.
• Communicate with the Project Owner and Project Lead, as appropriate and promptly.
• Communicate and collaborate with the Project Delivery team, as appropriate and promptly.
| None | |
Project Fee Splits
In our platform (Able) we split the revenue from a project based on the Partner Fee Split Formula on the Splits page of the project quote (see screenshot below). Project splits are different for projects secured by a partner, or a member of Integral’s sales team and Integral’s existing clients. The project splits also vary depending on what services are used on the project.
Additional Notes
- Administration Fees: additional administration charges (eg. reopening surveys, special invoicing fees, credit card fees) are charged to the client, and are not part of the above fee structure. These are charged 100% as a cost to Integral and not subject to the splits.
- Credit Card Surcharge: We use Stripe to process credit card payments and any credit card charges will be a surcharge to the client. See Stripe’s website for details of their various charges: https://stripe.com/au/pricing#pricing-details). Most projects are paid via invoices and bank payments, and therefore have no additional credit card payment costs.
- Third-party Costs: third party costs (eg. flights, catering, venue hire or accommodation and inventories) are charged to the client, and are not part of the above fee structure. These are charged 100% as a cost to Integral and not subject to the splits. Integral generally charges a 5 to 20% handling fee to administer these charges, subject to our Client Terms.
- Client & Partner Agreements: please note the above are clarifications & repetitions for easy reference of our terms on the Client and Partner Agreements. Please see these Agreement for exact details:
Other Information
Splits: Sharing Revenue
Questions or Discuss a Project
<aside>
🙋♀️ Questions?
Ask our MD Jonah Cacioppe.
Email here or book a call here:
https://calendly.com/integral-partners/jonah-1hr
</aside>
Archived Notes
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