Employee Sales Opportunity Identification Form

This form is to document when a Fulcrum Group team member originates or identifies a sales opportunity at a new prospect or an existing client. See below for eligibility.

The sales opportunity can be for hardware, software or services and must be closed (i.e. invoiced) within 6 months of the product and project opportunity being identified.

For new SPOT Managed IT services opportunities, the prospect must sign their contract within 9 months of the opportunity being identified.

In addition, any employee who recommends an employment candidate who is hired, and remains a Fulcrum employee longer than 90 days, will receive a $500 SPIFF.  If they remain a Fulcrum employee for a full year, the referring employee will receive an additional $1000 SPIFF.

SPIFF Amounts

Product and Project Opportunities

Eligibility: all members of the engineering team (including managers)

Measured as total amount of opportunities closed and invoiced in a month per engineer team member.

  • $100 for total opportunities invoiced in a calendar month $2,500 – $5,000
  • $200 for total opportunities invoiced in a calendar month $5,001 – $10,000
  • $300 for total opportunities invoiced in a calendar month $10,001 – $15,000
  • $400 for total opportunities invoiced in a calendar month $15,001 – $20,000
  • $500 for total opportunities invoiced in a calendar month $20,001 or higher

SPOT Managed Services (Net New Clients, not already in Fulcrum prospect database)

Eligibility: all staff except Steve, david, and business development team

  • Up to $2500/mo = $500 one-time SPIFF
  • $2501 to $5000/mo = $1000 one-time SPIFF
  • $5001 to $10,000/mo = $2000 one-time SPIFF
  • Over $10,000/mo = $3000 one-time SPIFF

Must be 2 year term to receive full SPIFF amount from above.  Less than 1 yr = 25% of above SPIFF, 1 yr to 17 mo = 50%, 18 mo to 23 mo = 75%.

Employee Referrals – Candidate must be recommended by Fulcrum employee, must be hired by Fulcrum, and must remain a Fulcrum employee for longer than 90 days.  $500 one-time SPIFF.  If they remain a fulcrum employee for a full year, the referring employee receives an additional $1000 SPIFF.