Channel
Payroll
Competitor
HR
Complete Deal
100
Name 3 things you can buy on client appreciation?
travel

apparel  
Broadway shows

100

What time can you run payroll until for DD?

What is 5PM

100

Name 1 thing ADP can do that Paychex can not

Next Day Direct Deposit 

100

What are the HR Helpdesk's Hours?

What is Monday-Friday 8AM-8PM

100
What are the date ranges of the 4 quarters?

1/1-3/31
4/1-6/30
7/1-9/30
10/1-12/31

200

What is the advantage of Pay by pay

Premium payments are based on real-time payroll data and carrier rates
No large premium deposits upfront*
Premium payments are spread over a clients’ policy life-cycle

200

What does FICA consist of?

Social Security and Medicare

200

Tell a banker the top 5 competitors to look for...

Paychex
Paylocity
Quickbooks
Heartland
Gusto

200

My employees are not listening to me. They are ignoring the dress code and spending their day on tik tok. What product would you present?

HR Help Desk

Employee Handbook

200

What are 3 types of bank proof?

  • Void Check
  • Bank Statement
  • Bank Letter
300
CPA 4 Point Play

Revenue share
wholesale
acquisition
  

300

Name 2 of 5 states that do not have income tax.

  1. Alaska
  2. Florida
  3. Nevada
  4. New Hampshire 
  5. South Dakota


300

Set an Agenda for a Paychex appoiontment

What is...Thank you so much for taking the time too meet with me today. My intention is to learn more about you, your business, and what Paychex may or may not be providing....

300

Name 3 Features of Career Plug

Unlimited Job Posting

Integration with RUN to streamline new hire onboarding

Job description template  

Post to  Indeed Monster.com ZipRecruiter MyJobHelper CareerJet WayUp Glassdoor Adzuna LinkedIn Job Feed Talroo JobCase myCNAjobs.com JobInventory Talent.com JobRapido  

300

What do you need to collect for every new deal?

  • Signed Sales Order
  • Void Check
  • Employee Information (Name, DOB, DOH, SSN, Address, Filing Status)
  • State Proof
  • KYC
400

Name two questions on/you'd ask for an ask5

or
DOUBLE JEPORADY Demo: Sending an Ask5

Do you have other existing bank relationships?

Consent to Share Information

Is your banker in attendance for meeting?

Would you like to evaluate your merchant service provider for Visa/Mastercard payments?

Are you interested in a business loan or line of credit?

Would you like to learn more about the banking benefits your employees can receive when they use direct deposit?

Would you like to meet with a bank partner of mine to do an account evaluation?

Are you interested in information on financing a business property or location?

400

What are the 3 ways you can run payroll?

Call in
Computer
mobile app

400

Ring Ring: Overcome the "I am happy with Paychex objection"

New Features
Cost Savings
6 Months free


400

What is the difference between HR Complete & HR Pro

Exclusive Benefits
Career Plug
Upnetic
Life Care
HR advisor

400
What are the names of the 4 Paychex Reports
Employee Earnings

Payroll Journal
Cash Required
Department Summary

500

Role play: Pitch the person to your right the client appreciation program.

hehe

500

Demo: Running payroll on the Mobile App

Wohoo

500
Roleplay: Leveraging a promo to close a Paychex appointment

6 Months Free
-Savings 
-Calendar Close
-Promotion expiration 

500

Role play: HR DEMO! Pitch & Demo a teammate 1 HR feature 

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\__/

500

What do you need to collect for a payroll deal (not paychex) starting in Q2 on 4/13

  • Signed Sales Order
  • Void Check
  • Employee Information (Name, DOB, DOH, SSN, Address, Filing Status)
  • State Proof
  • KYC
    Prior Quarter YTD 1/1-3/31 (Employee and company totals)
    Current quarter YTD 4/1-4/10 (Employee and company totals)
    All payroll journals from the current quarter
    Q1 941, 927, wr30
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