Well Estate Group's proposed consulting engagement for ZeroWheel — covering full infrastructure build-out, 9-LOB market activation, revenue operations, and a performance-aligned compensation structure designed to generate revenue from day one.
This is where we begin. WEG can start selling ZeroWheel units immediately — no systems build required, no retainer needed to activate. WEG earns a per-unit commission on every unit sold through channels we open, starting from day one.
The commission rate increases at each milestone threshold and will be agreed upon as part of the engagement agreement. Beyond 10,000 units, the rate continues to scale for every additional 5,000 units sold.
Early Traction
Market Validation
Scale
Growth
Category Leadership
Per-unit rate applies to all units sold within each milestone band
| Milestone | Cumulative Units | WEG Rate | Approx. Revenue | WEG Earned (Cumulative) |
|---|---|---|---|---|
| Early Traction | 200 units | $___/unit | ~$219K | TBD |
| Market Validation | 500 units | $___/unit | ~$548K | TBD |
| Scale | 1,000 units | $___/unit | ~$1.1M | TBD |
| Growth | 5,000 units | $___/unit | ~$5.5M | TBD |
| Category Leadership | 10,000 units | $___/unit | ~$11M | TBD |
| Beyond 10K | Every +5,000 units | +$___/unit | TBD | TBD |
Beyond 10,000 Units — Open-Ended Scaling
For every additional 5,000 units sold beyond the 10,000-unit milestone, the per-unit commission rate increases by an agreed dollar amount. This ensures WEG's compensation continues to scale in proportion to ZeroWheel's commercial success at the highest levels of growth.
The engagement covers five interconnected workstreams — each designed to function independently but compound in value when operating together as a unified commercial system.
Build the complete CRM and lead management architecture on Salesforce — including custom lead objects, LOB-specific fields, automation rules, pipeline stages, rep accountability frameworks, and a Recharts-based BI dashboard with revenue projections and performance tracking across all 9 lines of business.
Configure the full marketing technology stack (Salesforce, Klaviyo, Zapier, Typeform) billed directly to ZeroWheel at standard platform rates. Build LOB-specific landing pages, Typeform lead intake flows, Zapier automation connecting all platforms, and Klaviyo drip sequences covering B2B Facility Nurture, DTC Consumer Nurture, Demo No-Show Re-Engagement, and Stalled Deal Re-Activation.
Research, compile, and load a qualified contact database across all 9 LOBs — targeting decision-makers including private club GMs, hospitality procurement directors, sports performance coordinators, senior living wellness directors, corporate wellness managers, VA and DoD procurement officers, and maritime/cruise spa operators. All contacts loaded into Salesforce with LOB tagging, decision-maker role, and outreach priority.
Develop and execute channel-specific GTM playbooks for all 9 lines of business — covering buyer personas, outreach sequences, partnership targets, pricing thresholds, and sales scripts. Activate warm introductions through WEG's existing network across CMAA, PGA, Troon, Platinum Clubs, NACAD, One Spa World, and 30+ national and global partners.
Every workstream produces concrete, owned assets. ZeroWheel retains full ownership of all systems, databases, and materials built during the engagement.
The engagement is structured as a flat monthly retainer over five months. Work begins immediately upon the first payment — building infrastructure, activating channels, and generating pipeline in parallel so ZeroWheel is selling before the engagement concludes.
Technology Stack — Billed Separately to ZeroWheel
The recommended marketing technology stack (Salesforce, Klaviyo, Zapier, Typeform) is billed directly to ZeroWheel's accounts at standard platform rates. These are operational costs and are not included in the WEG retainer.
Travel Expenses — Covered by ZeroWheel
Any travel required in connection with this engagement — including trade shows, client meetings, or channel activation events — will be covered by ZeroWheel, provided it has been reviewed and approved by ZeroWheel in advance.
In recognition of the long-term value WEG creates — including the contact database, channel relationships, and revenue infrastructure — the parties agree to negotiate a meaningful equity stake in ZeroWheel as part of this engagement. The specific percentage will be determined through mutual discussion and formalized in the engagement agreement, reflecting WEG's role as a strategic founding commercial partner.
The compensation structure is built around three components: a monthly retainer for the infrastructure and execution work, a per-unit commission that scales with ZeroWheel's sales volume, and an equity stake reflecting WEG's long-term role as a founding commercial partner. If ZeroWheel wins, WEG wins proportionally.
ZeroWheel reviews this proposal and confirms alignment on scope and compensation structure. Any modifications to the bonus thresholds or equity framework are discussed at this stage.
A dedicated conversation between Shawn Buchheit and ZeroWheel leadership to agree on the equity stake percentage, vesting schedule, and any performance conditions. This is formalized in the engagement agreement.
WEG prepares a formal engagement agreement covering the retainer terms, bonus milestone definitions, equity grant details, IP ownership, and confidentiality provisions. Both parties sign.
Upon receipt of the first monthly payment, WEG begins work immediately — Salesforce setup, Typeform build, Zapier configuration, and the initial database research sprint.
Questions, modifications, or ready to proceed — reach out directly to Shawn Buchheit at Well Estate Group to move forward.
Private & Confidential — Well Estate Group × ZeroWheel — 2026