The
Partner Program
Partner Program
What % discount do our Gold partners receive to keep or pass on to their clients?
20%
What is the definition for Total Business Clients in Salesforce?
The total number of business clients that a firm is working with.
Name 3 cross functional teams you will interact with.
Payroll Transfers (aka PT)
Accountant Care
Risk
Benefits
BizTech (TPO Jiras)
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 on the team has met 3 out of 4 last US Presidents?
John Miliken
How often are revenue shares paid out to a Partner?
Monthly
What does Cohort date mean?
The date the firm’s first client ran payroll.
Note:
If the cohort date is blank this indicates it is a prospective firm.
If the cohort date is populated this indicates it is an active reseller account.
Who should get a demo?
Prospective Firms & Existing Firms
What is SPI?
Sales Provided Information
Who on the team was a special education teacher?
Maggie Bass
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?
How would you locate the Reseller Account record that's connected to a client opportunity in SFDC?
Name 3 examples of a call that we make from Next Best Action Button.
Greeters
Upcoming, Missed, No Apd's
New Firms
High Prop
Bronze
Starter
What kind of credits are can Partners earn when completing courses via Gusto Pro?
CPE Credits!
This person was a business owner for a meal prep company.
Su Kelley
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? (Especially for de-duping)
Domain name (ex: @bennettfinancials.com)
What is Partner profiling?
A strategic process to gather and analyze key info about a partner, including:
identifying current relationship
key firm contacts
how you can provide value
what business opportunities exist
What kind of credits are can Partners earn when completing courses via Gusto Pro?
Starter (1-2 clients) = No discount No 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
Name the instrument that Luis has played since 4th grade.
Violin
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
How could you verify if a Partner was eligible to receive 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
What are the Greeter call objectives?
Confirm the APD
Determine decision maker
Discuss plans
Discuss cross sell
What are the three key data collection points in the Trust Triad to have an insightful conversation?
Sentence Priming
Natural Curiosity
Sentence Priming
What are the names of the pets owned by each PE Maggie, Alisha, and Katharine?
Maggie 's Dog - Doubie
Alisha's Dogs - Gus Gus & Chloe
Katharine's Dog - Elsie