Rep Training Curriculum — Prymo LLC

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Rep Name

Trainer / Recruiter

Start Date

Sales Background

Phase 0 Complete?

Overall curriculum progress

0% 0 / 0 checkpoints

Week 1

Orientation & Model

The program, the tools, the people. Phase 0 confirmed. Baseline diagnostic taken.

Week 2

Product Knowledge

Humanda products, Channel Wedge economics, compensation structure, and the tools.

Week 3

Conversations

Sponsor calls, CP calls, enrollee conversations. One-liners, objections, and the CarFax story.

Week 4

First Close

Contracts, enrollment system, fulfillment checklist, and sprint bonus activation.

💬

The WhatsApp team group is your first resource for any question not answered here. Before you text your trainer, search the group — someone has likely already asked it. If it is genuinely unanswered, post the question and a team member or Shane will respond. Join the group here →

📞

No sales experience? That is fine — but you need to build the foundation. If at any point in Week 3 or Week 4 you find that the conversation skills are not landing, the CIBN basic sales training is your next step. It is designed for people starting from zero and gives you the fundamental framework for any sales conversation. Enroll at CIBN → Then come back and the Channel Wedge-specific training will make significantly more sense.

How this curriculum works

Experienced salespeople: Week 1 and 2 are yours to move through quickly. You are learning this specific model and these specific tools — not how to sell. If the concepts are clear, move fast. The competency checkpoints are what matter, not the pace.

New to sales: Do not skip Week 1 and 2. The model only makes sense if you understand the mechanics first. Every checkpoint in Weeks 3 and 4 assumes you have internalized what came before it. If Week 3 feels overwhelming, go back to CIBN and come back.

Trainers: Yellow boxes throughout are for you — they tell you what to cover verbally, what to assign for independent study, and what to assess at the weekly meeting. Green boxes are competency checkpoints — the rep must be able to demonstrate these before moving on. Check them off together.

Week 1

Orientation & Model

Goal by Friday: Rep can explain the Channel Wedge program in two sentences, knows where every tool lives, and has completed Phase 0 orientation.

Topic 1.1 · Self-paced

What is Channel Wedge™ — the model in plain English

Self-study30 min

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What to learn

Channel Wedge is a self-funding sponsored marketing program. A sponsor pays to have their product introduced to clients by professional intermediaries (channel partners). The sponsor's cost decreases as channel partners enroll clients onto the sponsor's platform — until eventually the enrolled clients' subscription fees cover the entire marketing budget and the channel partner pays nothing. This is the self-funding formula.

The three parties: Sponsor (funds the marketing, wants distribution), Channel Partner (introduces the product, wants funded marketing), Prymo (runs the outbound calling and program management). Humanda LLC is the live proof of concept — the first sponsor in the program.

Self-Funding Formula

BPfree × PLF ≥ MBT — enrolled clients × platform fee ≥ total marketing budget

Marketing Budget

Fixed at $5,000/month per CP account — always. Allocation changes, total never does.

Breakpoint

Each enrolled client moves the CP to a lower cost tier. Free Tier = $0/month.

Free Tier

Phase 1: 5 enrolled clients. Phase 2: 6 enrolled clients. CP pays $0 and earns rev share.

🔗 Channel Wedge Page 📖 Rep Definitions Guide

Trainer Note

Cover the self-funding formula verbally with a whiteboard or paper sketch. Draw three boxes — Sponsor, Prymo, CP — and show the money flowing between them. The rep needs to be able to draw this themselves by the end of the session. Ask them to explain it back to you before checking this topic off.

✓ Competency Checkpoints

Can explain Channel Wedge in two sentences without looking at notes

Can name the three parties and their roles without prompting

Can explain what the Free Tier is and how many enrolled clients it requires in Phase 1 and Phase 2

Topic 1.2 · Trainer-led

Phase 0 Orientation — complete and submit

Trainer-led2–4 hours

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What to do

The rep must complete all 15 modules of the Phase 0 Orientation and pass every knowledge check at 100% before any training proceeds past Week 1. The trainer assigns this as independent work and reviews the completion certificate together. If the rep struggles with any module the trainer helps them navigate to the correct resource — do not give answers directly.

🎓 Phase 0 Orientation Tool

Trainer Note

Assign Phase 0 on Day 1 of Week 1. Check in on Day 3 — if the rep is stuck on a specific module, help them navigate to the resource but do not answer the knowledge check questions directly. The WhatsApp group is the rep's first resource for stuck questions. Review the completion certificate together on Day 5 before proceeding to Week 2.

✓ Competency Checkpoints

All 15 Phase 0 modules complete — completion certificate submitted to ops

Baseline Diagnostic taken — results sent to trainer, gaps identified and discussed

Joined the Prymo WhatsApp team group

Topic 1.3 · Both

Your compensation structure — ICA, tiers, FQ3C, and the sprint bonus

Self + Trainer45 min

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What to learn

Your ICA defines the commission structure. Base rate: 5% (1–2 active CPs), 8% (3–4), 10% (5+). Commission is calculated on the full $5,000/month Prymo marketing budget per active CP account. FQ3C certification adds a permanent +5% across every active account from day one of certification. The 30-Day Sprint bonus is $150 / $400 / $1,000 for 1 / 3 / 5 closes in 30 days — paid at day 90 after retention confirmation. Recruiting override: 5% of monthly commission earned by anyone you recruit.

Entry Tier (1–2 CPs)

5% base · +5% FQ3C = 10% total · 2 CPs = $500/mo before FQ3C

Mid Tier (3–4 CPs)

8% base · +5% FQ3C = 13% total · 3 CPs = $1,950/mo with FQ3C

Top Tier (5+ CPs)

10% base · +5% FQ3C = 15% total · 5 CPs = $3,750/mo with FQ3C

Sprint Bonus

Close 5 in 30 days + active 3 months + 1 new close/mo = $1,000 at day 90

💰 FQ3C Incentive Brief 📊 Rep Performance Dashboard 📋 Fulfillment Checklist

Trainer Note

Walk through the Earnings Projector tab in the Rep Performance Dashboard together — this is the comp calculator. Have the rep input different CP counts and see the income change in real time. Then open the FQ3C Incentive Brief and show the certification math at their current stage. The goal: they leave this session knowing exactly how much they earn at every milestone and what the fastest path to higher income is.

✓ Competency Checkpoints

Can state their commission rate at 1, 3, and 5 active CP accounts — with and without FQ3C — from memory

Can explain the 30-Day Sprint three tiers and the retention requirement without looking at notes

Has a plan and a timeline for FQ3C certification — or has already started

💬

End of Week 1 check-in: Any questions from this week that were not answered in the curriculum or the tools — post them in the WhatsApp group → before the weekly meeting. Come to the meeting with your Phase 0 certificate and your Baseline Diagnostic results.

Week 2

Product Knowledge

Goal by Friday: Rep can describe every Humanda product in one sentence, explain the B-VDR value proposition to a skeptic, and calculate a CP's breakpoint progression from memory.

Topic 2.1 · Self-paced

Humanda products — B-VDR, ValuMate, and the HCHR report

Self-study45 min

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What to learn

ValuMate — free business valuation tool. 15 minutes, bank-ready number, no commitment. First step for every enrollee. The CP introduces it at the first client meeting.

B-VDR (Behavioral Virtual Data Room) — the world's first VDR that captures human capital data alongside financial and legal documents. Buyers increasingly ask for workforce stability, engagement, and retention data. The B-VDR provides it in a format buyers recognize. Employees interact with it as a standard performance tool — no signal that a sale is being prepared.

HCHR Report (Human Capital Health Report) — the output of the B-VDR. A quantified, third-party verified picture of the workforce that a buyer can hold. The difference between "my team is solid" and an independent report that says so with data.

ValuMate

Free · 15 min · bank-ready valuation · first step for every enrollee · valumateai.com

B-VDR

Behavioral Virtual Data Room · human capital data for M&A due diligence · employee-anonymous

HCHR Report

Human Capital Health Report · the buyer-facing output of the B-VDR · third-party verified

People Risk

The discount buyers apply when they cannot verify workforce stability · what the B-VDR eliminates

🔗 ValuMate 📄 Enrollee Resources 📖 Rep Definitions Guide

Trainer Note

Have the rep complete a ValuMate valuation themselves before this session. They should come in having experienced the product firsthand. During the session walk through the CarFax parallel for the B-VDR — dealers didn't want to disclose vehicle history until buyers started refusing to buy from dealers who wouldn't use CarFax. M&A is heading the same direction. The rep needs to be able to use this story naturally, not recite it.

✓ Competency Checkpoints

Has completed a ValuMate valuation themselves and can describe the experience authentically

Can explain the B-VDR value proposition in one sentence without using jargon

Can tell the CarFax parallel story naturally — without reading it — in under 60 seconds

Can answer "will my employees find out?" with confidence and without hesitation

Topic 2.2 · Both

The breakpoint schedule — Phase 1 and Phase 2, both phases from memory

Self + Trainer30 min

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What to learn

Phase 1 (Pre-Beta): BP0=$5k · BP1=$3k (locked) · BP2=$2k · BP3=$1,250 · BP4=$500 · BP5=FREE · BP6-7=5% rev share · BP8-9=10% rev share · BP10+=15% cap

Phase 2 (Beta Launch): BP0=$5k · BP1=$3k (locked) · BP2=$2k · BP3=$1,500 · BP4=$1k · BP5=$500 · BP6=FREE · BP7-8=5% rev share · BP9-10=8% rev share · BP11+=10% cap · BP10+=10% cap

BP1 Lock: Once a CP enrolls their first client, their BP1 rate is locked for the Sponsorship Window even if that client churns. Grandfather Clause: All rates are locked to their current phase for the full window.

📋 CP Onboarding Packet 📊 CP Progress Dashboard

Trainer Note

Use the CP Progress Dashboard. Have the rep enter a test CP at Phase 1 with 0, then 1, then 3, then 5 enrolled clients and watch the dashboard update. Ask them to narrate what is changing and why. The rep should be able to calculate any CP's current cost and next milestone in their head within 30 seconds of being told the enrolled client count and phase.

✓ Competency Checkpoints

Can recite Phase 1 breakpoints BP0 through Free Tier from memory

Can explain BP1 Lock and why it matters to a CP who is worried about their first enrollment churning

Given a CP's enrolled count and phase, can instantly state their current cost and next milestone

Topic 2.3 · Self-paced

The Sponsor ROI model — how the self-funding math works for a sponsor

Self-study45 min

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What to learn

A sponsor with 55%+ gross margin and a $1,000/month platform fee can reach self-funding when enrolled clients cover the $5,000/month marketing budget. At $1,000/month per enrollee — 5 enrolled clients generate $5,000/month in platform fees. If the sponsor's gross margin covers the marketing contribution, the program runs at zero net cost. Beyond that, each additional enrolled client generates margin-positive revenue while the marketing spend stays flat.

The ROI Follow-Up Tool models this month by month. A rep who can run the tool live in front of a sponsor — entering their actual numbers and showing when the program breaks even — closes more sponsors than a rep who talks about it abstractly.

📊 Sponsor ROI Follow-Up Tool ✅ Sponsor Qualification Scorecard

Trainer Note

Have the rep run the ROI tool with a hypothetical sponsor: 65% gross margin, $1,000/month platform fee, 10 target CPs, 3 new CPs per month, 1 enrollee per CP per month, 12-month window. Walk through the output together. Ask: at what month does it break even? What happens if churn is 10% instead of 5%? The rep needs to be comfortable narrating the output live, not just filling in the form.

✓ Competency Checkpoints

Can run the Sponsor ROI Follow-Up Tool live with a hypothetical sponsor's numbers

Can explain the self-funding formula in plain English — what makes the math work and what breaks it

Full Competency Assessment taken and scored — gaps identified and study plan agreed with trainer

💬

End of Week 2: Take the Full Competency Assessment and send results to your trainer before the weekly meeting. Any product knowledge questions not covered — post in the WhatsApp group →

Week 3

Conversations

Goal by Friday: Rep can run a sponsor cold call, a CP cold call, and a broker introduction conversation — all without notes. If conversation skills are weak, CIBN starts this week.

📞

If you hit Week 3 and the conversation skills are not landing — enroll in CIBN now. Do not push through Week 3 and 4 without the foundation. Enroll at CIBN → Come back to Weeks 3 and 4 after completing the basic sales training. Everything will make more sense.

Topic 3.1 · Trainer-led

The sponsor conversation — cold call through ROI meeting

Trainer-led60 min

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The sponsor conversation arc

Cold call goal: Book a second meeting — a 30-minute ROI calculator session. Never pitch the price on the first call. The single diagnostic question: "How are you currently getting your product in front of the intermediaries who serve your ideal clients?" The answer tells you which of two profiles you are talking to — Stuck Distributor or Untapped Channel.

ROI meeting goal: Run the calculator live with their actual numbers. Show the breakeven month. Show the cost per active CP vs. their DIY benchmark. Let the math close — not your pitch. At the end: "Does this make sense for your business?" If yes, next step is the Qualification Scorecard.

📞 Sponsor Acquisition Call Guide 📊 Sponsor ROI Follow-Up Tool ✅ Qualification Scorecard

Trainer Note

Role-play the sponsor cold call with the trainer as the sponsor. Run it twice — once with a Stuck Distributor and once with an Untapped Channel. Then role-play the ROI meeting with the trainer entering real-looking numbers into the tool. The rep runs the tool, narrates the output, and handles at least three objections. Debrief after each role-play: what landed, what did not, what to change.

✓ Competency Checkpoints

Can deliver the sponsor cold call opening and diagnostic question without notes — smoothly, not robotically

Can identify which sponsor profile they are talking to within 60 seconds of the diagnostic question answer

Can run the ROI tool live and narrate the output — including the breakeven month and cost per CP comparison

Can handle "just give me the price" and "I need to think about it" without losing the frame

Topic 3.2 · Trainer-led

The CP conversation — gift call, the hook, and the close

Trainer-led60 min

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The CP conversation arc

The hook: "A company wants to sponsor your marketing costs." This is a gift call — not a sales call. Lead anonymous for the first 30 seconds. Name the sponsor the moment they ask directly. The dead lead rule: if there is no deal flow and no relevant pain within 2 minutes, move on cleanly — do not force a fit.

The NAICS requirement: Before the CP signs, confirm their NAICS code. This is how the contact list is filtered. A wrong NAICS code means wrong contacts. The close: "I'd like to get you set up. I just need your calendar link and a one-sentence description of who you work with — and we can have your first list working within the week."

📞 CP Acquisition Call Guide 📋 CP Onboarding Packet 🛡 CP Objection Guide

Trainer Note

Role-play at least three CP personas: the interested broker, the skeptical broker, and the "I already have enough clients" broker. Run the dead lead rule in real time — when the trainer signals no deal flow, the rep must wrap cleanly within 30 seconds without being awkward about it. The rep should leave this session knowing that 70% of calls are dead leads and that is not failure — it is the system working correctly.

✓ Competency Checkpoints

Can deliver the CP hook and stay anonymous for 30 seconds naturally

Can execute the dead lead exit cleanly within 2 minutes without awkwardness

Can handle "I don't need more marketing" and "are you getting paid for this?" confidently

Knows to ask for NAICS code before the close and can explain why it matters

Topic 3.3 · Both

The broker and enrollee conversation — the four moments

Self + Trainer45 min

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The four natural moments

Moment 1 — Valuation: Introduce ValuMate at the first meeting. One sentence. Send the link. Move on.

Moment 2 — Pre-Due Diligence: Name the people risk problem. "Buyers discount for people uncertainty — we're going to address that specifically in the next step." Do not introduce the B-VDR yet.

Moment 3 — B-VDR Introduction: "Part of how I prepare every client for due diligence is bringing in a platform that captures the human capital data buyers ask for in every deal. My team will connect you and they handle everything." Say it. Stop. Text the rep. Move on.

Moment 4 — Post-Sale Planning: $1M+ deals only. Text Shane: "Referral for 1% Tax Structure — [name] · [situation]."

🗣 Broker Conversation Guide 📄 Enrollee One-Pager

Trainer Note

The most common failure point is Moment 3 — reps continue talking after the one-liner. Role-play this specifically: trainer asks a follow-up question after the one-liner. Rep must answer with one sentence and then say "my team will reach out." Practice the Two-Push Rule for objections. Rep should leave able to deliver all four one-liners in sequence without notes.

✓ Competency Checkpoints

Can deliver all four one-liners in sequence without notes

Can stop talking after Moment 3 — even when the trainer asks a follow-up question

Scenario Assessment taken — responses brought to the weekly meeting for review

💬

End of Week 3: Bring your Scenario Assessment responses to the weekly meeting. Any conversation that did not feel natural in role-play — post a specific question in the WhatsApp group → before the meeting.

Week 4

First Close

Goal by Friday: Rep has submitted their first CP application, understands the contract and enrollment system end to end, and the 30-Day Sprint clock is running.

Topic 4.1 · Both

Contracts — what you generate, what you submit, what happens next

Self + Trainer45 min

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What to learn

The Contract Generator produces two documents simultaneously — the Sponsor LSA and the CPSA. The rep fills in the form with sponsor-specific variables. The preview updates in real time. Submit sends a pre-filled email to support@humandasolutions.com. Text Shane at +1 (920) 377-1973 to confirm. Shane reviews every generated contract before execution — no contract goes live without his review.

The rep's job ends at submission. Ops handles the signature workflow, filing, and activation. The rep's next task is confirming the CP has received their onboarding packet and has submitted all Day 1 requirements.

📝 Contract Generator 📋 CP Onboarding Packet 📄 Plain-English Summaries

Trainer Note

Run through the Contract Generator with a test sponsor together. Have the rep fill in every field and switch between the LSA and CPSA tabs. Then have them hit Submit and review the pre-filled email before sending. Walk through what happens after submission — Shane's review process, countersignature, and CP activation sequence from the Ops Checklist.

✓ Competency Checkpoints

Has run through the Contract Generator end to end with test data — knows every field and what it does

Can explain the difference between the Sponsor LSA and the CPSA in plain English

Knows exactly what happens after they hit Submit — and what their next action is

Topic 4.2 · Self-paced

The Enrollment & Credit System — logging closes, getting credit, payroll

Self-study30 min

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What to learn

Tool 1 is how you get credit. When a CP enrolls a client, you submit an enrollment using Tool 1 — fill in the form, download the JSON data file, email both the printable record and the JSON file to support@humandasolutions.com. The CP may also submit one. If you both submit the same enrollee, the system auto-confirms a matched pair and credits both of you once each.

The rule: first submission wins. If a different rep or a different CP appears on an enrollee you already have credit for, it gets flagged for ops review. The system does not double-count — but it also does not automatically reject. Shane reviews every flag.

📊 Enrollment & Credit System 📋 Fulfillment Checklist

✓ Competency Checkpoints

Has submitted a test enrollment using Tool 1 and downloaded the JSON data file

Can explain what happens when both the rep and CP submit the same enrollment

Has set up their Rep Performance Dashboard with at least one active account

Topic 4.3 · Trainer-led

The 30-Day Sprint — your first 30 days as a live rep

Trainer-led30 min

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What to understand

The sprint clock starts from your first CP signing date. Close 1 CP in 30 days + keep them active for 3 months + add 1 new close each in months 2 and 3 → $150 at day 90. Close 3 → $400. Close 5 → $1,000.

The sprint is not just about the bonus — it is about building momentum before inertia sets in. Reps who close their first account in week 1 of their sprint almost always build to 3+ accounts. Reps who wait for the perfect prospect rarely close at all in 30 days. A warm prospect who is a good fit is worth 10 perfect prospects who are not ready to move.

📋 Fulfillment Checklist · Sprint Tab 📊 Rep Performance Dashboard

Trainer Note

End Week 4 with a live pipeline review. The rep should have at least 5 potential CPs identified and a plan for outreach this week. Go through each one together — is it a dead lead or a real prospect? What is the next action? Set a specific target: "By next Friday I will have contacted X people and will have Y conversations booked." Write it down. Review it at the next weekly meeting.

✓ Competency Checkpoints

Can state all three sprint bonus tiers and their retention requirements from memory

Has at least 5 identified CP prospects and a specific outreach plan for each

First weekly activity report submitted — sprint clock noted

Curriculum complete — ready to close. All checkpoints across all four weeks are confirmed by trainer.

💬

Curriculum complete — you are live. The WhatsApp group stays your first resource for any question that comes up in the field. Post wins too — the team learns from them. Join here if you haven't already →

Every tool in the Channel Wedge program — organized by the Phase 0 sequence. Use this as your permanent reference. If something comes up in the field that you are not sure about, find the relevant tool here and re-read the applicable section before your next call.

Channel Wedge Main Page

Navigation

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Rep Definitions Guide

Reference Tool · 84 terms

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Sponsor Qualification Scorecard

Sales Tool

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Sponsor ROI Follow-Up Tool

Sales Tool

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CP Resources Page

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CP Acquisition Call Guide

Call Guide · 6 tabs

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CP Onboarding Packet

Ops Tool · Day 1

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CP Objection Guide

Sales Tool · 21 objections

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Enrollee Resources Page

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Enrollee One-Pager

Marketing Asset

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Broker Conversation Guide

Call Guide · 4 moments

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Sponsor Resources Page

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Sponsor Acquisition Call Guide

Call Guide · 6 tabs

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Contract Generator

Ops Tool · LSA + CPSA

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Enrollment & Credit System

Ops Tool · 3 tools

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CIBN Sales Training

External · If needed

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FQ3C Certification

External · +5% commission

🔗 fq3c.com →

ValuMate

Sponsor Product · Free

🔗 valumateai.com →

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Team · First resource

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