Pain Funneling
Surface, Reason, Impact
I am given an Opportunity with NBA Reason "Upcoming APD." The goal of my call is to...
Remind the company of the APD & ensure they can and will run payroll on time!
This is the number of clients required to get to Silver
15
This new Gusto webpage highlights all of Gusto's latest product updates.
Feature Focus
This was the original name of this team when it was created in 2023
Partner House Account
Surface level pain can also be called this (any of 3 options)
Open-ended question, big picture, opening question
This tool provides the team with a template that should be used in every call connect note to help teammates understand previous conversations with the Account or Opportunity.
TextExpander
A Technical Account Manager is Assigned to Partners with this status
Gold
This feature allows advanced reporting tools for accountants with multiple clients, allowing them to track and support their customers faster, with less effort.
Custom Reporting
This metric is worth the highest value in points on the Tableau Dashboard
Reseller Opportunity Creates
This step in the Sandler process is used to introduce the order & agenda for pain funneling questions
The Upfront Contract
This status in a Single Order Approval Process (Migrations) requires us to reach back out to the customer directly
Sales Follow Up
This perk is granted to partners for the first year, and renewed only if a new client is added and runs payroll within 12 months
Free Firm Payroll
Payroll Transfers Automation cuts data input down for faster onboarding and is live for transferring data from these two payroll competitors
ADP & QuickBooks Online
How many time zones does our team have representation in?
4 (PST, MST, CST, EST)
After pain funneling with the firm, you want to do this action to drive urgency
Recommend best next steps
If someone should be removed from NBA temporarily, I must schedule a follow up call via Chili Piper and set the Partner Status to ___ with the Partner Status Detail to ___
Nurture, Timing
The Evergreen Promo for new partners rewards this cash incentive for each client added with 3+ Employees, after the first client
$400
This feature can advance a portion of their earned wages early through the Gusto Wallet app (powered by Clair). There’s no interest, credit checks, or required fees.
On-Demand Pay
This Outreach Template has been used 337 times with a 78.9% open rate
Greeter
The most successful pain funneling call will contain a pain funnel for ___ and ___
The Client and The Partner/Firm
These are the three SPI categories that count for the March SPI SPIFF.
Total Business Clients, Total Business Clients with Payroll, Other Payroll Providers
This Partner Program Perk provides Partners with an additional stream of revenue share outside of the Gusto invoice revenue share.
R&D Tax Credits
Owner-only businesses can reduce their taxable income and save for retirement with a fully integrated solo 401(k) plan with this Gusto Partner.
Human Interest
Tier Upsells