What is our why statement?
Elevating the employment experience + enriching people's lives.
Who is our "biggest" competitor?
ADP (boooo)
IP
Initial Presentation
"We just renewed"
Oh great, how did that renewal go for you guys?
That's wonderful to hear you're in the small minority of people im talking to rn
Did you look at any options?
We see 12-15% increase
When would be a more appropriate time to reach out?
What is the HR team in charge of?
The dedicated partner for clients, providing expert guidance on HR policies, compliance, and employee relations. They are the trusted advisors who help clients navigate complex human resources challenges and stay up-to-date with labor laws.
4 Pillars of Nextep
1. Payroll
2. Benefits
3. HR
4. Compliance
Why do a lot of businesses work with Gusto?
They're very inexpensive #cheap
RFP
Request for Proposal
"We're happy"
Sounds like you do a phenomenal job, how often do you do that?
Glad to hear it's going well, when's the last time you checked to keep the current provider honest?
Most look within every ⅔ years
What is the payroll team in charge of?
Process payroll as accurately and efficiently as possible while training clients on how to use Nextep’s equipment, understand payroll laws, and work on reporting.
What year was Nextep founded?
1997
Name 3 weaknesses of ADP that create opportunities for us to win business:
1. bundled billing
2. customer service
3. too big of a PEO for a small business
PEO
Professional Employer Organization
"We don't like aetena"
We focus on what's the best fit for you!
What is the benefits team in charge of?
Provide comprehensive and competitive benefits, paired with exceptional customer service. As a trusted expert for each client, Nextep conducts annual reviews of small businesses’ goals to ensure their continued growth and success.
What sets Nextep apart from other PEOs?
Our customer service and technology
Name 5 of our competitors:
(bonus 100 if you guess one not on my list)
1. ADPTS
2. Insperity
3. G&A
3. TriNet
4. Gusto
5. Paychex
6. Justworks
7. Paycor
8. Paylocity
9. Paycom
10. Rippling
CSA
Client Service Agreement
"Send me an email"
Yeah of course, what specifically did you want to know more about?
We tailor our product to each one of our businesses, I can send this over to you. I love to
What is the risk and compliance team in charge of?
Identifies, assesses, and mitigates potential risks by working across departments to ensure compliance, maintain security, and protect the company’s assets. Through comprehensive insurance coverage, they help safeguard clients from issues such as wrongful termination, discrimination, or sexual harassment claims (EPLI: Employment Practices Liability Insurance).
What is the name of our founder?
Brian Fayak
What 2 certifications does Insperity hold?
CPEO and ESAC
MV
Marketing Visit
"We handle all of that in-house"
My recommendation is to do a side by side just because of our master medical plan
Curious when's the last time they shopped around or kept you honest with your rates
Master medical policy
What is the implementation team in charge of?
Responsible for a seamless and successful onboarding experience for all new clients. They work closely with clients to set up their accounts and systems, making sure they are ready to hit the ground running.