The
Partner Program
Partner Program
What % discount do our Gold partners receive to keep or pass on to their clients?
20%
What is multi-threading?
"Multi-threading" is a strategy used by sales professionals to engage with multiple decision-makers within a prospective customer's organization. The idea behind multi-threading is to establish relationships and connections with various stakeholders who play key roles in the buying process.
Who qualifies new accountants, bookkeeper and/or firms who are interested in Gusto's Partner Program?
SDR/MDR
What is SPI?
Sales Provided Information
This is the country that Fiona got married
Italy
How often are revenue shares paid out to a Partner?
Monthly
Describe which of the two multi-threading strategies you will use for your book of business and why (tops down or bottoms up)
Depends
A firm is reaching out on behalf of an existing client on Gusto that needs help their SUI rate change. Where would you direct them?
What kind of credits can Partners earn when completing courses via Gusto Pro?
CPE!
This is the name of Cody's favorite basketball player of all time
Kobe Bryant
In order to get credit towards Partner Program perks, how would a Partner need to add new clients to Gusto?
In order to receive incentives such as tier discounts or revenue share a Partner will need to utilize the “Add Client” button via their Gusto Pro account
We have a new feature that is being launched called Payroll Approvals. This allows a partner to send the payroll to their client for approval before submitting. Which of the three functions do you think would find most value in this and why?
Accountants/Bookkeepers or Advisors
This is the name of the tool we utilize to increase our efficiency utilizing templates or snippets
Outreach
This is the name of what Jamie did in Ireland
WOOFED
What are the three different options that Partners have for billing?
1.Bill to client with rev share
2. Bill to client with discount
3. Bill to Partner at their tiers discounted rate
Put these titles in order from highest ranking to lowest based on a common firm hierarchy
Bookkeeper, Controller, CPA, Principal, Senior Manager
Define People Advisory
People Advisory is a fee-based consulting service you can offer clients in addition to your regular services. It allows you to pair your financial and regulatory expertise with people-focused advice in areas such as benefits, employee retention, and HR. In turn, this helps deepen your relationship with your clients and expand your revenue potential.
This is the language that Nick speaks
Russian
Name the four Partner tiers, the client thresholds for each, the discount/ revenue share %, and one selling point to get to the next tier that is not price related
Starter (1-2 clients) = 0% Free Payroll
Bronze (3-14 clients added) = 10%. Partner Directory
Silver (15-49 clients added) = 15%. VIP Care
Gold (50+ clients added) = 20%. TAM
You have two minutes to prepare to pitch the value of the People Advisory Accelerator to a firm leader. ACTION!
Feature:
Based on what you have shared, a program that I think you would be interested in learning more about is Gusto Academy. Gusto Academy is our education platform for accounting professionals seeking on demand programs for each career stage.Advantage:
Here, accounting professionals can learn how to use Gusto most efficiently, make people-focused recommendations to clients, and establish a new revenue stream for their practice (by 15X) Testimonial:
One of our Gusto Partners recently shared that he implemented People Advisory Services at his practice using the information from Gusto Academy. As a result, he landed a client with a $10k per month recurring monthly agreement, and is projecting to increase overall revenue by 15X.Closing Statement:
Take two minutes to create a pitch for the Partner Program ... ACTION!
Gusto's Partner Program allows you to offer your existing clients more services like payroll and benefits, but being a Gusto Partner can also grow your clientele by introducing you to new small and medium businesses who are in need of an accountant that can advise them on more than bookkeeping. For you, the benefit of being a Partner is not only growing your offerings and service with on-demand training and certification credits, but your revenue! Is that something you’d be hearing more about?
This is the name of our Head of Sales
Peter Lezama