sales account
Build your pipeline.
Your territory, projects, playbooks, and commission tracking.
Sample account · demonstration dataSales Agent App — Pure water. Every tap.
In-home water test consults, demo unit walkthroughs, tiered commission tracking (15–20% basic, 25% closer), and non-converting lead marketplace. Secondary CTA: Get your water report.
1. Contractor Onboarding & Territory Verification
License Upload
License #: SC-WT-88412
States: SC, NC
File: sc-contractor-license.pdf
Liability Insurance Upload
Policy #: GL-9920144
Coverage: $1,000,000
File: general-liability-coi-1m.pdf
Assigned Territory
Region: Upstate SC Metro
Service ZIPs: 29601, 29605, 29607, 29615, 29681
Status is admin-verified; agents cannot self-approve onboarding status.
2. Commission & Project Pipeline Tracking
Commission uses the tiered partner structure: Basic sales partners receive 15–20% (default 15%), and Sales closers receive 25% once exceeding 10 closed sales in the calendar month. Commissions are released only when installation is completed and the homeowner digital sign-off is recorded.
Monthly Salesperson Leaderboard
Ranked by closed system sales in the current calendar month. Ties broken by total revenue.
| Rank | Salesperson | Closed Sales | Tier | Your Income |
|---|---|---|---|---|
| 1 | Jordan Vance (You)YOU | 12 | Closer (25%) | $14,625.00 |
| 2 | Taylor Brooks | 11 | Closer (25%) | Private |
| 3 | Morgan Davis | 9 | Basic (15%) | Private |
| 4 | Alex Chen | 9 | Basic (15%) | Private |
| 5 | Sam Wilson | 4 | Basic (15%) | Private |
| 6 | Casey Rivera | 2 | Basic (15%) | Private |
3. Non-Converting Online Lead Marketplace (Cost-to-Generate + Margin TBD Input)
Non-converting online leads in your territory are offered at acquisition cost plus configured margin (margin is TBD — supplied as an explicit input, never invented).
4. Branded Sales Playbooks (Pitch · Objections · Demo · Closing)
In-Home Consult Pitch Playbook
PURWTR — "Pure water. Every tap." | Secondary CTA: "Get your water report."
“Hi, I am your dedicated PURWTR field specialist. Today we will run a complimentary baseline water test right at your kitchen tap, walk through your main line setup in the garage, and generate your custom water report.”
“Every PURWTR package includes whole-home hardware and professional installation by a licensed, insured local plumber: Base Tier at $3,000 (iSpring WGB32B), Mid Tier at $4,500 (Aquasana Rhino), and Premium Tier at $6,000 (SpringWell CF).”
“Once your licensed plumber finishes the installation, we verify before-and-after meter readings and complete a final walkthrough and digital sign-off together.”
Objection Handling Playbook
Transparent, compliant responses to common homeowner questions
“Point-of-use filters only treat a single dispenser. PURWTR treats water where it enters your home so every tap, shower, laundry line, and appliance receives filtered water.”
“Only independent licensed plumbers with verified state licenses and liability insurance (minimum coverage threshold per config, $1M standard) handle your installation, with step-by-step photo verification.”
“Installations include a labor warranty window (60–90 days, exact terms TBD) plus automated 6-month filter replacement reminders (subscription pricing TBD) with one-click plumber dispatch.”
“Yes — our Base Tier at $3,000 (iSpring WGB32B) delivers whole-home filtration with licensed installation included, while Mid ($4,500) and Premium ($6,000) scale capacity for larger households.”
In-Home Demo & Water Test Sequence
Standardized 5-step meter test and demo unit flow
“Draw a cold tap sample into a clean glass. Measure baseline parameters using the Apera PC60 meter (pH, conductivity, TDS, salinity, temperature) and TDS-3 meter, and record them in the water report form.”
“Dip a Varify 17-in-1 test strip to show the homeowner a visual panel alongside the digital meter numbers.”
“Run the tap sample through the PURWTR consult demo unit into a second clean glass. Re-test with the Apera PC60 meter and invite the homeowner to compare clarity, odor, and cleaner taste side by side.”
“Inspect the main shutoff valve and garage wall space to confirm clean mounting clearance for the plumber arrival check.”
Closing & Milestone Handoff Playbook
Tier selection, agreement signature, and gated milestone walkthrough
“Based on your home layout and today’s water report, which tier fits your household best — Base ($3,000), Mid ($4,500), or Premium ($6,000)?”
“Here is exactly what happens next via text link: (1) Delivery confirmation photo + your "yes", (2) Digital agreement signature, (3) Licensed plumber install scheduling & progress photos, and (4) Our final walkthrough, post-install water test in a glass, and your digital sign-off.”
“Once your system is installed and signed off, you can also share your PURWTR referral code — your neighbor gets $100 off their system and you receive a $100 credit.”
Branded Asset Library.
Download official PURWTR logos, billboards, social banners, templates, and pre-written hooks embedding your personal tracking link. Built following the November 2026 Brand Style Sheet.
https://purwtr.com/s/sa_agent_demo_01Highway Billboard — Pure Water for Every Tap
Official PURWTR highway billboard artwork. Note: Billboard displays CheckMyAddress.com (external); all digital links route to purwtr.com/check-my-address.
Ad Banner — Installed by Licensed Pros
Promotes professional installation by verified independent plumbers.
Ad Banner — Proudly Serving Greenville Homes
Regional launch creative for South Carolina Upstate communities.
Trade Show Booth Display Banner
Full-width trade show backdrop following navy and aqua wave specifications.
PURWTR Wordmark (Light Theme)
Official PUR navy + WTR aqua wordmark vector for light backgrounds.
PURWTR Wordmark (Dark Theme)
Official white PUR + aqua WTR wordmark vector for dark backgrounds.
PURWTR Badge Logo (On Light)
Navy wordmark on white/mist backplate.
PURWTR Badge Logo (On Dark)
White & aqua wordmark on navy tab backplate.
Whole-Home Pure Water Hook
Ideal for Instagram Reels, TikTok, and YouTube Shorts descriptions.
Water Test Walkthrough Hook
Pairs with water testing meter demo clips.
Refer-a-Neighbor Offer Hook
High-converting social post caption sharing your personalized link.
Brand Anthem Video Placeholder (9:16 Vertical)
B-roll placeholder: Glass of pristine water poured at the kitchen sink, transitioning to whole-home filtration unit.
Apera PC60 Meter Test Video Placeholder
Demonstrates live 5-parameter meter readout (pH, conductivity, TDS, salinity, temperature).
Instagram & TikTok Story Template (3 Easy Steps)
Vertical story walkthrough: Water Test -> Plumber Install -> Pure Water Every Tap.
Social Post (Better Water for the Whole Family)
Square social feed graphic for Facebook, Instagram, and LinkedIn.
Social Post (Cleaner Taste & Smarter Hydration)
Square product feature graphic highlighting kitchen filtration benefits.
6. Payout Account Setup (Stripe Connect TEST Mode — Mocked)
Stripe TEST keys only (sk_live_ keys are strictly refused). Payouts release 10% commission only after installation completion and homeowner digital sign-off.
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