Weekly Commission Payment Workflow

Fortress Management (Sales Team)

  1. Navigate to “FM Track 2025” google sheet.

  2. Delete all duplicate entries (if any), only delete from “Original Data” tab.

  3. Adjust dates in “Original Data” tab from recent sales as necessary to put them in chronological order.

  4. Copy data from spreadsheet starting at the first sale of the year (for 2025, that’s cell A527) through column L of the last entry on the sheet and paste it in a draft email to Zach after the opening line, which says “Here are the numbers:”

  5. Write “Total commissions for the week: [input figure from U12]”

  6. Check column R for any black text indicating adjustments to the commissions and add explanatory text to email (if any): “Adjustments for the week: ________”

  7. Add a line, “Total payment after adjustments $[amount].” Put the amount in bold.

  8. Send the email to Zach.

Aegis Review (License Protection)

  1. Create a second draft email to Zach, start it with “There are are [# yellow rows pasted] new enrollees for the week:” and paste All the yellow cells from columns B to D.

  2. After pasted data, type “That’s [number from cell U10] in payment for the week.” Put the amount in bold.

  3. Take the text in column R and turn it red, indicating it has already been accounted for in the weekly payment.

  4. Send the email to Zach.