The
Partner Program
Partner Program
What % discount do our Silver partners receive to keep or pass on to their clients?
15%
What is the definition for Total Business Clients in Salesforce?
The total number of business clients that a firm is working with.
Who qualifies new accountants, bookkeeper and/or firms who are interested in Gusto's Partner Program?
Partner SDRs
What is SPI?
Sales Provided Information
This is the language that Nick speaks
Russian
How often are revenue shares paid out to a Partner?
Monthly
How can I tell if a client is reward eligible? (IN SALESFORCE)
The “From Partner Program” check box on the clients payroll opportunity will be checked!
A firm is reaching out on behalf of an existing client on Gusto that needs help with an integration issue. Where would you direct them?
Accountant Care/ VIP Care
What kind of credits are can Partners earn when completing courses via Gusto Pro?
CPE!
This is the name of what Jamie did in Ireland
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
How would you locate the Reseller Account record that's connected to a client opportunity in SFDC?
Command + F - "Sold by" in the client opportunity will have the Reseller account linked
This is the name of the care individual that supports our Gold Firms
Technical Account Manager (TAM)
Name the four Partner tiers, the client thresholds for each and the discount/ revenue share %
Starter (1-2 clients) = 0% discount or revenue share
Bronze (3-14 clients added) = 10% discount or revenue share
Silver (15-49 clients added) = 15% discount or revenue share
Gold (50+ clients added) = 20% discount or revenue share
This is the country where Fiona got married
Italy
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.
When searching for a Reseller account, it is best to use the firms what?
Domain name (ex: @bennettfinancials.com)
This is the name of the team that handles migrations from other platforms.
Payroll Transfers
Describe the high-level differences between the compliance services vs advisory services that firms offer their clients
Compliance = accountants ensure their client's financial reporting is accurate and in line with current laws and regulations.
Advisory = accountants provide expert recommendations, options, and strategies to help business owners achieve their financial and operational goals.
This is Cody's all time favorite basketball player
Kobe Bryant