Your client operations.
Checkout attempts
Created orders are unpaid until PayPal capture completes. Tracking begins October 28; earlier abandoned attempts are not included.
Customer activity & outcomes
Search candidates, manually reported sales and verified paid conversions are shown separately.
Add a B2B lead for this client
Agency lead contact details are held by default. Signing alone does not release them.
Record the actual source and buying signal. This does not label someone ready to buy without evidence.
Lead protection & agreement
Automatic collection is required before agency leads can be released. It is not configured yet. A signed agreement, read-only payment tracking or manual review alone will not unlock contact details. The customer must authorize the supported payment processor first.
Choose a customer.
Prepare and sign a customer agreement
Review the full terms before signing. New agreements do not change previously accepted terms or authorize automatic debits.
Verify tracking and commission-payment arrangement
Do this only after testing service-fee attribution and webhook delivery, and agreeing how commission invoices will be paid. This approval does not enable automatic collection.
Client pipeline and evidence
| Company / contact | Contact details | Stage / follow-up | Source / buying signal | Payment verification |
|---|
A manual Won stage is not verified revenue. Automatic commission collection requires connected merchant checkout and permission to collect the agreed fee.
Verified conversions and 10% ledger
Connect authorized payment tracking
This verifies attributed Stripe payments and refunds. It does not collect commission automatically. The client must authorize a restricted read-only connection. Include the assigned lead ID as bw_lead_id and bw_revenue_type=service_fee payment metadata. Only attribute the covered service fees; never payroll wages, taxes or pass-through funds. Commission covers eligible payments in the 12 months after release.
Listen for payment_intent.succeeded and charge.refunded at the returned webhook URL. Restricted permissions must allow reading Account, Payment Intents and Charges. Payments without lead attribution remain unverified.