Lead Incentive Form

Planned Companies’ Employee Lead Incentive Form

Thank you for visiting our Lead Form Submission page. The fields below are used if you have a potential qualified lead or to submit an NPS promoter lead.

If the lead does not become qualified, no payouts will be rewarded. A Qualified Lead is a submitted lead upon which has the potential for us to provide services to; has a specific need for our service and the lead generates a proposal. Once the lead has officially had a proposal generated and sent out, it is then deemed as a Qualified Lead. All leads submitted will be confirmed by the Marketing department. They will then notify you on the status of your lead within 30 days of submission. If it qualifies, it will be tracked and monitored until it results in a Win or Loss. Please review the details below for more information on payouts and rewards.

For all potential qualified leads, please fill out the information below. Note that all leads must go through the following fields in order to have the potential to become a Qualified Lead. If you ever need to find the link to this page again, simply text the keyword LEAD to our PECS system. Contact marketing@plannedcompanies.com if you have any questions.

Is this lead an NPS referral?(Required)
Interested Services (Please select at least one of the following services):
Type of Building(Required)
This field is for validation purposes and should be left unchanged.


You will be notified whether or not this has become a qualified lead within 30 days of submission. You will then be notified again once the lead has been closed as either a Win or Loss. If it’s a win, you will receive a payout 60 days from the Start Date of the account. Qualified Leads ending in a Loss will still receive a $25 Gift Card within 30 days from when the lead has generated a proposal.  We will notify you via email.

For Qualified Leads that end in a Win, the submitting participant will receive a payment based on the size of the annual contract.

Below $10,000 annual revenue = $100

$10,000 – $24,999 annual revenue = $250.00

$25,000 – $49,999 annual revenue = $500.00

$50,000 – $99,999 annual revenue = $750.00

$100,000 – $249,999 annual revenue = $1,000.00

$250,000 – $499,999 annual revenue = $2,500.00

$500,000 – $999,999 annual revenue = $5,000.00

$1,000,000 + = $7,500.00


Added 2021 campaign bonus:   Every third lead submitted by the same Ops Manager or Executive Director will receive $100.00 added to the above payout amount if at least one of the three leads submitted results in a contract win.

Note: Temp work will be calculated after it is complete. We will add up the amount accumulated over the time of the project. You will then get paid based on where that number falls in the payouts above. Please contact marketing@plannedcompanies.com if you have any questions on this.


NPS Lead Incentive

The NPS lead incentive program is applicable to Planned’s corporate associates, exclusive of ELT and Vice Presidents. ELT and Vice Presidents may still participate and receive recognition for their referrals through their team’s submissions.


We will be tracking all leads and will be rewarding the individual who brings in the most number of Qualified Leads each quarter of the year. The winner will be announced during our quarterly Town Hall meeting.   The winner will receive a Beats by Dre Pill Bluetooth speaker!


At the end of the year, during our Holiday Town Hall meeting, we will be awarding the individual who submitted the most Qualified Leads through the entire year (up until the date of the holiday party) with a $1,000 Visa Gift Card. We will also be awarding the individual who brought in the most Revenue based off of the Qualified Leads that they’ve submitted through the year (up until the date of the Holiday party) with a $1,000 Visa Gift Card.

Let’s crush this year together!

Contact marketing@plannedcompanies.com if you have any questions.