Clients
Banker
Prospect
Total Source
Random
100

Client has WC with us 8 employees with owner on payroll 

Leverage tax savings, draw it out and explain through benefits 

100

Pull a referral using an ASK 5

briefly touch on meeting emphasizing why they liked ADP


Leverage similar industry & reason they're with ADP, and why you're talking to them about them (their WHY for caring)

100

Set a net new with a Paychex prospect

leverage ADP value vs Paychex

Benefit statement

ASK FOR MEETING 24-48 Hours

100

Set a meeting with an ADP client

22 EEs 15 on Health

Using Enhanced only

Not looking to sell them anything

Explain why you're there specifically 

ASK FOR MEETING OR PUSH FOR BRET

100

Call a bank referral to set an appointment

Reference the referral as much as possible

Ask for the meeting as soon as possible

200

Pulling a referral from a client that has WC, RS, and HR Pro with us

What do they love with ADP? 

Who do they network with to grow their business

Friends Family

Phone/Social Media

200

Pull a referral from a 0 referring bank

Explain past results, here their thoughts

What is working with others

How can we course correct? 

200

Set a net new with an LAR

Acknowledge past experience

Explain difference

ASK FOR THE MEETING 24-48 HOURS

200

Set TS meeting with TS target that you're unsure of info

Explain why you're there, 30 second pitch

Ask EE count w. how many on health

current provider for payroll & health

Not looking to discuss payroll

Renewal is bonus points

200

Went on a net new, they're bought in but hit you with


"I'm going to think about it and I'll get back to you. I'll call you next week, I promise" 

Lean on pain points

why do you want to wait? What is there to think about it

Leverage promos

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