📊 CLG Data Sheets & Technical Architecture Analysis
This analysis synthesizes the operational rules, commission rates, and client portal fields extracted from the CLG data assets (clg-data-commissions.xlsx, clg-spec-client-portal-hubspot-integration.xlsx, and clg-spec-proposed-hubspot-earnings-properties-map.csv).
1. 💸 Commission Engine Data Mapping
Based on the raw transaction ledger in clg-data-commissions.xlsx (“Data” sheet) and properties in clg-spec-proposed-hubspot-earnings-properties-map.csv, CLG operates a Multi-Role Coach Commission Attribution System.
A. Role-Based Attribution & Percentages
Commissions are split on a line-item basis across distinct operational roles. Below is the historical vs. newly aligned specification:
| Role (Internal Name) | Legacy Data % (Excel) | Aligned Spec % (Blueprint) | Context / Description |
|---|---|---|---|
lead | 10% | 10% | Awarded to the coach who generated/sourced the lead (Internal indefinite; Outside 1x). |
close | 10% | 10% | Awarded to the coach who closed the deal (expired after 1 year, then moves to Work). |
partner | 15% | 10% | Standard partner-level margin or oversight pool (split evenly if multiple partners, max 3). |
work | 45% | 45% | Awarded to the coach actively delivering the work (split 50/50 max 2 users if shared). |
builder | Variable | Variable | Awarded for legacy program building work (historical properties). |
work_kicker | — | +5% | Scaled kicker once a coach earns $150K in commissions post-W-2 payback. |
builder_kicker | — | +5% | Network Builder commission paid if the same person covers Lead, Work, and Close (L/W/C). |
B. Core Product Lines Map
The following unique products represent the catalog items that receive commission attributions in the raw ledger sheets:
- Bootcamp (e.g., Integrity Bootcamp)
- Coaching Circles
- Conscious Culture Programs
- Enneagram Assessment
- Forums
- Group Coaching
- Individual Coaching (1:1 Coaching)
- Intro / Taste (Conscious Leadership Foundations)
- Services
- Team Training
2. 🔌 HubSpot ↔️ MemberDev Client Portal Integration
The WordPress client portal built by MemberDev ([email protected]) acts as the user window, while HubSpot remains the single source of truth (Main Brain).
A. Contact-Level Sync (User Management)
These properties must exist on the Contact record in HubSpot and map exactly to WP metadata:
| HubSpot Property | HubSpot Internal Name | MemberDev Field Name (WP) | Description |
|---|---|---|---|
| Contact ID | id | user_hubspot_cid | The anchor ID joining both platforms. |
| CLG Portal User ID | portal_user_id | user_id | WordPress User ID. |
| Portal Status | portal_user_status | user_status | Options: Active, Invited, Inactive |
| Portal User Type | portal_user_type | user_type | Roles: Super Admin, Admin, Account Manager, Coach, Champion, Client, Subscriber |
| Invite Date | portal_user_invite_date | user_invite_date | When the portal invite was sent. |
| Activation Date | portal_user_activation_date | user_activation_date | When the user activated their login. |
B. Project-Level Sync (Learning Paths)
Custom WP “Learning Paths” map to HubSpot Project records:
- WP Learning Path Fields mapped to HubSpot:
Project Name(name) ➔ Learning Path TitleProject Type(hs_type) ➔ Learning Path Type (Dropdown list:FOUNDATIONS,CIRCLES,LEADERS,FULL_ALIVENESS_INTENSIVE,ENNEAGRAM_TRAINING,ENNEAGRAM_ASSESSMENT,ENNEAGRAM_TEST,15_COMMITMENTS_CERTIFICATION,COMPANY_COHORTS, etc.)Start Date(hs_start_date) ➔ Start Date (Date-Time)Target Due Date(hs_target_due_date) ➔ End Date (Date-Time)Leader Users➔ Cohort/Path LeadersSupport Users➔ Supporting Coaches
C. Coaching UX & Meetings Sync
HubSpot Meetings sync to WP to display scheduled coaching sessions:
- Meeting Type (
meeting_type):Company Cohort,Experience,Individual Coaching,Onsite / Offsite - Project ID (
meeting_project_id): Links the meeting back to the portal’s program/project ID. - Coach / Zoom Link: Displays scheduling coach details and live video credentials.
3. 🎯 Key Priorities & Scaffolding Strategy
1. Custom JS Commission Engine (HubSpot Workflows)
- We need to write a clean, modular custom Javascript engine for HubSpot’s CRM workflow builder that:
- Inspects associated Line Items and Deal-level attributions.
- Dynamically creates individual
clg_earningscustom object records (with specificcategorylikelead,close,work,partnerand matching percentages). - Automatically handles invoice/payment triggers (only generating earnings upon cash reconciliation or scheduled payout dates).
2. MemberDev Technical Webhook Spec
- We will draft an API brief detailing how MemberDev can subscribe to HubSpot
contact_property_changedwebhooks and Custom Object (Project) creation/update events. This ensures real-time portal provisioning when Kevin’s team updates records in HubSpot.