The
Partner Program
Partner Program
What % discount do our Gold partners receive to keep or pass on to their clients?
20%
Who is the "owner" of the SFDC objects PAM will be working out of?
Partner House Account
Who qualifies new accountants, bookkeeper and/or firms who are interested in Gusto's Partner Program?
Partner SDRs
What is SPI?
Sales Provided Information
What is Lauren's middle name?
Faye
How ofter are revenue shares paid out to a Partner?
Monthly
How can I tell if a client is reward eligible?
The “From Partner Program” check box on the clients payroll opportunity will be checked!
PHA is reaching out on behalf of an existing client on Gusto that needs help with an integration issue. Would you pass this? If so, where?
Yes, #engagement-pass
What kind of credits are can Partners earn when completing courses via Gusto Pro?
CPE!
What is Lauren's dog's name?
Willow
In order to get credit towards Partner Program perks, how would a Partner need to add new clients to Gusto?
In order to receive the tier discounts, revenue shares, etc. A Partner will need to utilize the “Add Client” button via their Gusto Pro account
Where can you find the Reseller Account record that's connected to a client opportunity in SFDC?
"Sold by" in the client opportunity will have the Reseller account linked
PHA calls in because they accidentally created two accounts when attempting to add a firm member and now need their accounts merged. Would you pass them? If so, where?
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
What is Lauren's boyfriends name?
Brian
Though we don't offer 'white-labeling' to our Partners, what alternative do we offer, and should suggest to potentially disappointed accountants/firms?
Co-Branding
When searching for a Reseller account, it is best to use the firms what?
Domain name (ex: @bennettfinancials.com)
PHA received a notice from the state and have not heard back since they've submit their notice through the client portal. Would you pass this? If so, where?
Yes, #tax_rescalation
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.
Where did he go to high school?
Salem, OR
What are the three different options that Partners have for billing?
1. Gusto can bill the client directly at the normal plan rate and send a revenue share of the dollar amount savings to the Partner (paid out monthly)
2. Gusto can bill the client directly with the Partner's tier discount (10%, 15% or 20%)
3. Gusto can bill the Partner themselves at their tiers discounted rate (10%, 15% or 20%). The Accountant then does their own billing with their clients
How could you verify if a Partner was eligible to receive an free Plus plan for their firm?
They'd be needing to bring on a new client to Gusto every 12 months. View the Closed Won Date of their recent client adds using the “Last Client Add Date” field on the Reseller Account Page
PHA has a RFI that they've completed. It's been replied to, but the account is not approved and is blocking payroll. Would you pass this? If so, where?
yes, #partner-escalation-station
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?
Where does Lauren own a home?
Boise, ID