BP
What are the benefits of Pay by Pay (WC)?
1. Streamlines year end audit
2. No up-front premium
I am a current client, been with ADP for 2 years. Explain 3 TO FREE to me.
We aim to give back to our clients! For the first 2 people referred over to ADP that come onboard, you get a $500 reward. For the 3rd we shut off your invoice for a whole year ($2500 savings).
What are the 4 corners/info you should collect from a prospect while setting a NN in order to be better prepared?
1. # of ees
2. Pay frequency
3. Current provider
4. DM or any other services with them, or next check date?
I have 5 employees. Use our current promotion to set a NN.
Use the promotion to CREATE urgency! SAME DAY OR NEXT DAY!
Hi Mr/Mrs. Business owner, I'm reaching out because I am lucky enough to help majority of the businesses in your area not just with payroll but evaluating all areas of their businesses. Wanted to see if I could grab a few mins of your time to see if I can help you in the same way. *Says NO* What if I tell you we could offer 2 MONTHS FREE *Pushes you off* I wouldn't want you to miss out on this promo!
You have a client that you didn’t even sign up, that calls you almost daily with a service issue.
Remind them that you are NOT a service rep
Blame your manager (lol) :)
Always ask for referrals
What are the benefits of a retirement plan?
1. Reduce Taxable Income
2. Helps attract & retain employees
3. Paycheck now, paycheck later!
What is an ASK 5? *Bonus: if you can name questions on there!!!
Questions that we ask clients/prospects/who ever to find opportunity & give back to our bankers.
1. Who do you bank with?
2. Would you like to evaluate your merchant services provider for Visa/Mastercard payments?
3. Annual Revenue?
4. Are you interested in a business loan or line of credit?
5. Would you like to learn more about the banking benefits your employees can receive when they use direct deposit?
6. Would you like to meet with a bank partner of mine to do an account evaluation?
What are our current promotions?
2 months free - all deals
3 months free - 5+ pays
PTA included
Call a bank ref (new bizz/2 ees) to set a NN
I got your info from (xyz), I help all of (xyz) business clients with payroll, hr, and growing your bizz. What day works best for us to meet so I can tell you more about it?
You have a NN that has no showed you for 2 weeks in a row.
Challenge them, then move on!!!!!!!!
How much does a Simple IRA cost if they sign up TODAY?
Free until Jan 2024
$500 Setup FEE WAIVED!
Starting Jan 2024 $50 per month
I am accountant NOT on accountant connect. Give me a brief overview of ways it can help me and my firm.
-Batch Reporting
-Calculators
-CCH Resource Library
-Ability to process payroll
-Industry Reports
-MTG
-Comp Benchmarking
-CPE
etc etc etc...
I'm a prospect that asks, "what does ADP stand for?" Answer & also tell me why ADP is the best/leader in the industry :)
Automatic Data Processing Always Designing for People
-ADP helps mitigate risk while streamlining your back office tasks. Pay 1 in 5 Americans !!
-GROW WITH YOU!
-One stop shop
30 second elevator pitch for a simple IRA
I see you are not yet taking advantage of our tax savings plan. I'm so sorry that no one has told you about this before. If you have 10-15 mins available we can walk through the enrollment to ensure that you start reducing your taxes & saving for retirement.
Secure 2.0 Act
You are signing up a client who does not have 2 referrals to reduce the set up fee...
Lead pull with them, hold them accountable, check back with them.
What are the 4 ways that we partner with accountants?
1. Referral relationship
2. Revenue share
3. Wholesale
4. Acquisition
What are the differentiators of ADP vs. Paychex?
-YOU!
-Honeymoon pricing
-No alla cart fees
-Customer support
Call a current client (15 ees) NO retirement plan in place
I see you do not yet have anything in place for retirement - have you looked into this before? Why? There are new tax incentives that you are eligible for... can I get my partner on the line?
You are dropping to a Paychex client...
You can choose the industry/details
SELL THE APPOINTMENT! Are you still using Paychex? They are a great company HOWEVER I specialize in helping Paychex clients transition over to ADP...
When is the last time that you evaluated? Are you married to Paychex?
All I need is your most recent invoice to provide an apples to apples comparison.
What is the Secure 2.0 Act?
Greater Tax Incentives: Tax credit up to 100% of Retirement admin costs for business owners with less than 50 employees for the first 3 years (this was previously capped at 50%)
A tax credit that offsets company match up to $1,000 per employee (in addition to 100% of plan cost)
I am a banker, you are ONE unit away from hitting your benchmark. Pull a referral.
-Be honest about your goals and what you need
-Remind them what's in it for them
-The people that ask the most, get the most!
-Be a human :)
I'm an LAR, had a bad experience with ADP. Change my mind...
-Things change, ADP is constantly investing in our platform to make it BETTER
-Let me get another shot to earn back your business, the good thing is I wasn't around back then but now I am :)
-Imagine if you messed up with one of your clients... you'd do whatever it takes to make it better. I'm willing to do that too
Call a cold CPA firm to introduce yourself and set an appointment.
I’m your dedicated ADP point of contact in the area. I work closely with the accountant community in helping our mutual clients and more importantly being your dedicated point of contact/resource for when you have clients that have payroll/HR/benefit needs.
We can both agree that there is nothing more important than having that ONE person you can turn to.
You have a gatekeeper who refuses to ever pass you through to the CPA. “He’s busy...”
Butter up the GK!!! Get as much info as you can out of them.
You will be hearing from me once a week as its my job to make sure I am present around here for when your firm not only needs something for our mutual payroll clients but more importantly to provide you with resources surrounding changes in legislation. Does he not want that???????