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   Downline/biz Management System

Bidding Time:
07/12/2005 23:04 - 11/01/2006 23:04
Budget:
N/A
Status:
Closed


Job Type:
PHP, Perl/CGI, Script Installation
Description:



ImHosted.com - Affordable Web Hosting

I need an online accessable management system. It will be accessable on our
server, to 3 admins with access codes
provided. The system will manage a home business downline to ensure the correct
people are being paid and at the correct level. No money will be handled by the
system!
All of that is offline, person to person. This system will JUST track and notify
when someone is qualified or not,
when they are qualified at what level. Etc.
The system should allow an admin to add someone and then be able to remove them,
say if they were added but then later actually did not pay, so the spot in the
system is removed and if someone was going to be qualified by that sale, they
would remain unqualified.
Ok our basic structure is a simple 1 up. Joe comes in,
his first sale goes to his sponsor, now his second
sale and all the first sales of his sales, goes to Joe.
However, this is a 2 level 1 up.
$1995 and $3895 are the levels.
$3,895 full system purchase... 36 month license agreement... one qualifying sale
goes to the sponsor, then you earn $3,000 or $1,100 with each subsequent sale.
$1,995 12 month license agreement... one qualifying sale goes to the sponsor,
then you earn $1,100 with each subsequent sale. You can upgrade for the $1,900
difference plus $500 to the company. Then you must be qualified by another sale
at the $3895 level to start to receive full $3,000 profits.
Again no money actually is handled by this system, its just tracking.. as I
continue :)
Now we are adding a third level as well. $49.95, which for legal reasons we have
to add. But here is the important part.
These entries, will not qualify anyone.. they are another layer altogether. They
do not actually take a spot under their sponsor until they make 3 sales,
qualifying them
as a real position in the business (at either $1995 or $3895 depending on the
sales they made), then they have to make another sale to really be qualified.
Then they operate jus like a real member as laid out above, but until they get a
roll up sale to actually get a position, they should just be tracked in the
system as belonging to their sponsor.
So when a sale does come in for them.. the system would look and say ok. That
makes x the $49.95 member a real member, they take the spot in the program under
their sponsor. And the person who just made them a real spot, goes up to their
sponsor.

For going over that last part one more time..
They don't have a real position in the
$1995 and $3895 roll up system..
They must roll up three $1995 or $3895 sales to their sponsor to become
qualified at one level or the other.
Or if they do any combination of $1995 and $3895 sales
they will be in at the $1995 level. Any $49.95 sales they make automatically
roll up to the next qualified person at either the 1995 or the 3895 levels. They
may upgrade to either license agreement level for the full agreement price. That
is handled again outside of the system, but an admin would log in and tell the
system they paid, and for which level so now they would bypass the 3 roll up
rule and have a real position based on which level they paid to upgrade to.
Also note the times given on the terms. When say the $49.95 level "member" has
been in for 6 months and not
qualified or paid up, their $49.95 position is put on
hold. At whatever level it is, when their license
time is up, the admin emails should get a notice
and that person should get a notice their term ended
and they need to contact PAS admin at x address to
arrange for paying license fees.
When an admin enters someone into the system, the system should on screen and
email the 3 admins with this info:
Who is qualified by that sale, if applicable and what level
Who gets paid what on this sale
(For example I am qualified at $1995 but make a $3895 sale,
I get the $1995 and the next qualified member above me, 99% of the time my
sponsor, gets the $1900 remaining, but also I am now qualified from then on at
the $3895 level too)
If someone is added and then later removed from the system because they didnt
actually pay so their spot and any qualifications need to be reversed, an admin
logs in and
removes that member. On screen and in email to the
3 admins we should get notice,
x member was removed from the system
this means x is no longer qualified (if applicable and at what level they are no
longer qualified)
I think I have just about covered it all. Its just tracking and notifying the 3
admins of what each member added or removed means to the system and the cash
from sales coming in.
On each member we have information we collect and need to keep in this database.
For viewing the database or a particular persons database viewing only username
is fine, but we need the database to hold all the member data.
Here are the fields:
Date Of Entry:
Direct Sponsors User ID: (this is the direct seller, may be the real sponsor if
the sponsor is qualified, your system will figure that out and fill out the next
field)
Real Sponsor Id: (This is put in by the system, this is who their real qualified
upline is, if their sponsor wasn't qualified, the real sponsor will always be
the higher level sponsor, ie if I am qualified at $1995, and make a $3895 sale,
I am now qualified at $3895, but the person who qualified me has my sponsor as
their real sponsor because they were qualified at the higher level when they
came in)
Name:
Street Address 1:
Street Address 2:
City:
State or Province:
Postal Code:
Country:
Phone Number:
website name: (this is their userid or username)
password:
Company Name (If applicable):
Brixdale ID Number (If A Member):
Second program you want to market:
other program website:
Level of entry into PAS 3895 or 1995: (which level did they pay to enter
at)
E-mail Address:
PayPal Email Address:

Ok and two last things.
When your programming is done, I will send you our access
database of all members (Just about 150 now so don't worry!) You will enter them
and then give us access so we can indeed see its tracking correctly and up to
the minute, up to date.
And lastly.. we want this done in about 3 hours. LOL ok that was a slight joke,
but we are way past needing this system and need it very seriously ASAP.
Thank you!
Brian O
PS: NO UPFRONT PAY! Will put money into escrow
but WILL NOT send money in good faith
The system must track:
dates of purchase
level of purchase (currently 3 levels)
date of becoming qualified and by whom
date of upgrade from level 1 to level 2 (and from 49.95 to level 1 or 2)
date of unsubscription to our optins
date of resubscription
email addresses, phone numbers, street address
country
paypal email address
user id
password
system website address
Brixdale ID number, if any
secondary program name
secondary program website
secondary program autoresponder
person whose site they responded to
person they paid (their sponsor)
people who have not been qualified within 90 days of entry, 120 days of entry
people who reach 6 months, 9 months, 10 months, 11 months 12 months without
earning double their initial purchase amount
When somone purchases, it must tell us who is to get paid and how much. In most
cases just one person is to be paid either $1,100 or $3,000, depending upon the
purchase level. However, if someone qualified at the 1,995 level makes a $3,895
sale, they get 1,100 and their qualfiied sponsor gets the other $1,900.
We must be able to put a member's name into the system and get back all his
information, including who gets paid if he makes a 3895 sale or a 1995 sale.
We must be able to sort the data according to any of the entries above
When someone fills out our new member data form, all those fields of information
should automatically upload into this management system so they will not have to
be re entered.
(needed utiities: homepage rotator, website replicator with unlimited different
types based upon member type (a plexpay member would have a plexpay replicated
website).

Additional Info (Added 12/18/2005 at 5:40 EST)...

Ok
on this project ALSO as part of this.. we need a prospect tracking system, which
will take our basic email forms of leads coming in, transcribe them into the
system, allow top 2 level admins to assign to lower admins for follow up, allow
those admins to put in notes, etc..and allow members to login and see what leads
they have, who is assigned to follow up, and the notes/status on their leads.
Here are the details on the Prospect Tracking System portion
Back Office Call Center Bulletpoint
· When the rep signs in, a control panel should come up personalized to him/her
· Name, email, phone number should be all there
· All functions should be loaded with the Team Leader’s information as indicated
above, the prospect’s information and the member’s information
· Team Leader – Name, Email and Phone number
Prospects info – Name, Phone number, Email address, Date responded, Best time to
call, Level of interest 1-10, Purchase they are considering 49.94, 1995, 3895 or
neither, the site that they responded to (that corresponds to the members
information)
· Members information – Name, Address, Email, Paypal Email, phone number,
Qualified or not, level qualified at, Sponsor’s name if not qualified etc.
· There should be a button where you could select the country codes so that you
know where they are
· There should be a link to the UPS Global time clock so that the rep can
determine what time it is where the prospect is
· There should be a time clock right there in the control panel that tells the
Day, Date, Hour and minutes of where the rep is in the Reps time zone
· There should be an area where emails can be sent, already preloaded with all
pertinent information
· These letters/emails should be the Bill O series 3 letters, Funding Directions
to the Prospect, Time 2 get started email. U R qualified email, Foreign “what
country and what is your time zone email.
· There should be an at a glance report that the rep can print out or view on a
screen sorted by Status, Date or visa versa, if I had a choice it would be by
date first
· There should be a view in this control panel where it will tell the rep how
many days old this prospect is, whatever the status and on the report.
· There should be a comment section not limited by characters that can have a
scroll to the right and grow when you click on it.
· The work should be preloaded into the team leaders area, so that when it comes
off the website, it can be assigned in bulk to a particular team leader, or one
at a time, or if that leader is on ICT call schedule, as they come in they are
loaded into that leaders area, viewable, ready to go.
· The work should be viewable from a summary meaning by line there should be
i.e. 10/12/2005, 3895, 10, John Smith, 221 151 2299, global, Daytime best…..
· These lines should be hyperlinks where when you click from this view you go
right into that record and into the control panel view
· There should be an administrative section where more comprehensive reports are
housed like…
· Report by Date
· Report by Status
· Report by Purchase Price
· Report by level of interest
· Report by Name
· Report by Site
· A combination of any all
· A general Search Function
· A quick search function
· Report by days old
· There should be a place for each member to sign in and see their prospects and
the status, this should be limited viewing without a follow up date in case the
rep puts the follow up date as a personal reminder and the member is waiting for
an update..Just think this should be limited. We can talk about this.
· The DATABASE I have created has the tables for the country codes, Status etc I
can supply again
· When the Team Leaders profile is added there should different levels from an
administrative point of view where it can either be upgraded etc in the case
that I appoint a team leader to support me in the case I am on vacation etc.
Train them to do what I do as a backup.


Additional Info (Added 12/20/2005 at 13:49
EST)...

want to add an internal messaging system... we send weekly Updates
or individual messages right to their back room for them to read. They get
notices of forms submitted, Team Leader Updates on forms, confirmation of
signups.. everything without email

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