RUN the Product
From Prospect to Payroll
TotalSource 101
The TotalSource Playbook
Anything Goes
100

These are the four RUN bundles

What is Essential, Enhanced, Complete & HR Plus, HR Pro

100

These are the three main methods of prospecting

What is calling, emailing, and dropping?

100

PEO stands for this

What is Professional Employer Organization?

100

In the TotalSource sales process, these are what the numbers 16, 4, and 1 represent

What are 16 meetings, 4 BRETs, and 1 win?

100

These are San Diego's three PayK's

Who is Matt F, Xtina, and B Wilkes?

200

These RUN bundles include Smart Timesheet Import

What is “all RUN bundles”?

200

This is how many touchpoints it takes to set a meeting, on average

What is 8 to 12?

200

This is the relationship in which TotalSource and the client share certain employer responsibilities

What is co-employment?

200

This is the average SBS split on a TotalSource deal

What is 35k?

200

These are San Diego's seven bi-lingual SBS reps (spannish)

Who is Pablo, Sergio, Julio, Niki, Oscar, Steph, Marisol?

300

Every RUN bundle charges this base fee plus this fee for each W-2

What is $54.95 base fee + $7.95 per W2?

300

These are the key pieces of information needed to create a sales order

What is legal business name, employee count, pay frequency, bundle, EIN, legal business address, primary contact?

300

These are the two main types of insurance involved with TotalSource

What are health insurance and workers’ compensation insurance?

300

These are three of TotalSource’s strongest-fit industries

What are property management, engineering/architecture, law offices, plumbing/hvac/electrical, manufacturing, etc?

300

These are the first and last names of all six leaders, pronounced correctly

Who are Lindsay Trotter, Jeremy Traub, Daphne Benguerel, Sabrina Freiwillig, Jessie Cordova, and Jackson Nau?

400

These RUN bundles include ZipRecruiter, with this number of job slots in each

What is Enhanced (1), Complete & HR Plus (2), HR Pro (2)?

400

These are the five steps of the Five Finger Rule, in order

What is full book, client appreciation program, setup fee, promotions, discounting?

400

EPLI stands for this, and provides this type of protection

What is Employment Practices Liability Insurance, which helps protect employers against claims involving wrongful employment practices such as discrimination, harassment, retaliation, and wrongful termination?

400

These are the TotalSource split percentages for Elite, SDM, DM, and ADM

What are 50% for Elite, 45% for SDM, 40% for DM, and 35% for ADM?

400

These three products are roll at sale and generate a unit

What is comprehensive services, WorkMarket, and Clover?

500

These are the three additional features included with HR Pro

What is Applicant Tracking System (CareerPlug), Learning Management System, and Upnetic Legal Services?

500

These are the three documents a new RUN client signs and the purpose of each

What is Sales Order, Client Account Agreement, and Reporting Agent Authorization?

500

These are the eight members of the TotalSource service team

Who are the HR Business Partner, Payroll Business Partner, Risk & Safety Consultants, Benefits Specialists, MyLife Advisors for Employee Calls, Tax Consultant, Workers’ Comp Claims Specialist, and HR Investigation Team?

500

These are the seven main documents needed to submit a BRET

What are health renwal, health invoice, WC policy, WC loss runs, most recent payroll summary, FEIN proof, SUI proof?

500

These are the seven product categories eligible for revenue-share payouts

What are payroll, retirement, workers comp, timekeeping, R&D, workmarket, and Clover?
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