Compensation Restructure · Pitch Summary Document v1.0 · Apr 22, 2026

A performance-based, install-weighted compensation structure for Facebook marketing.

A proposal to restructure my Facebook marketing compensation from a fixed W-2 salary to a 1099 base-plus-commission arrangement tied directly to installed HVAC work — grounded in four months of real performance data.

Prepared by Luke Van For Owner, Elevate Heating & Cooling Scope Facebook channel only

At a glance

Summary
YTD Pay vs Actual
–$1,084
Below current payroll
Net ROAS Lift
+0.19×
1.71× → 1.90× YTD
Feb–Mar Disparity
$1,490
Install month vs volume month
Employer Overhead Savings
~$3–5k
Annual · FICA, WC, UI, PTO

Supporting documents

Appendices

Two sides of the table

Analysis
For

Elevate (Owner)

Benefits
  • Hard-dollar overhead savings of roughly $3,000–5,000/year — employer FICA (~$2k), workers comp, unemployment insurance, PTO/sick/holiday obligations.
  • Operational flexibility — no HR compliance burden (I-9, W-2, Oregon paid leave), no unemployment exposure on termination, clean one-line vendor invoice instead of payroll complexity.
  • Variable cost matches seasonal revenue — pay flexes with install output, so slow months cost less and busy months earn their keep.
  • Risk transfer — marketing performance risk shifts to the subcontractor. If ad performance drops, the cost automatically drops with it.
Tradeoffs
  • Loss of control, by design — IRS and Oregon rules require the contractor to set their own hours, methods, and tools. Cannot dictate schedule, demand on-site presence, or require exclusivity without triggering reclassification.
For

Me (Marketing Lead)

Benefits
  • Deductible business expenses — equipment, software subscriptions, home office, mileage, phone and internet portions. Realistic tax offset of $1,500–3,000/year at current scale.
  • Retirement & QBI access — Solo 401(k) or SEP-IRA eligibility plus the 20% qualified business income deduction (under threshold).
  • Legal freedom to take other clients — B2B freelance and Crewsive development time become structurally clean, with no employer IP claim issues.
  • Career credibility — "ran Meta acquisition for an HVAC contractor as an independent" is a legitimate B2B case study. Builds real operator experience: invoicing, contracts, client management.
  • Relationship reframe — paid specialist rather than employee. Expertise is valued differently when it comes with an invoice.
Tradeoffs
  • Self-employment tax hit — 15.3% on net earnings vs 7.65% employee side. At current scale, roughly $700/year before deductions offset.
  • No benefits floor — no PTO, sick pay, paid holidays, employer health contribution, matched retirement, workers comp, or unemployment insurance.
  • First-year tax complexity — budget for a CPA ($400–800) year one. DIY is possible but error-prone.
Key risk · Worth flagging upfront

IRS & Oregon BOLI misclassification exposure

The IRS and Oregon's Bureau of Labor & Industries scrutinize W-2 → 1099 conversions hard — especially when the work, location, and relationship look identical to the day before the change. If audited and reclassified, the employer owes back payroll taxes, penalties, and interest, potentially $5–15k+ in exposure depending on duration. Oregon is particularly aggressive on this.

Mitigation requires real operational change, not just a new paystub: contractor sets own hours, uses own equipment (already true), works from own space, is free to take other clients, and invoices rather than receives payroll. This proposal is written with that separation built in.

The proposal, in one paragraph

Move my Facebook marketing role from W-2 at ~$2,700/month to a 1099 subcontractor arrangement of $1,200 base, marginal tiered bonuses on every closed install, and a ROAS-gated commission (0% below 3× trailing install ROAS, 2.5% from 3× to 5×, 3.5% above). Against actual Jan–Apr 2026 data the new structure would have cost the company $1,084 less year-to-date, improved net ROAS from 1.71× to 1.90×, and paid me $3,415 in a four-install month versus $1,925 in a one-install month.

The structure turns my pay into a lagging indicator of install output — exactly what you've said you want more of.

The net picture

Synthesis
For Elevate

Net positive — with one condition.

Real overhead savings, real flexibility, and a performance-linked marketing cost that follows install output. The condition: the working relationship must actually change — not just the pay structure. Treating a 1099 contractor like a W-2 employee is what triggers misclassification exposure. The proposal is designed to make that separation real.

For me

Net positive — with discipline.

The 1099 structure pays off only when I actually act like a contractor: multiple clients, own hours, own workflows, deducted expenses, retirement contributions at scale. Stay doing the same work the same way and I pay higher taxes for no gain. The structural shift is bigger than the numerical one.

The ask

Next steps
Proposed path forward

Review the four supporting documents, then a 30-minute conversation.

If the structure, the numbers, and the tradeoffs look right, the remaining work is a written scope-of-work agreement, a transition date, and a short list of operational changes to back up the classification (work location, hours, equipment ownership, scope boundaries). I can draft the SOW and send it in the same format as these reports.

If the structure is directionally right but specific knobs need tuning — base, commission rate, tier amounts — the analysis is modeled so adjustments take minutes, not days. The numbers are defensible; the structure is the conversation.