This Payroll provider has "A simple Approach to HR, Payroll, and Benefits"; an ASO & PEO model, and 92% of their customers are under the 25ee space
Who is Paychex!
It takes X many touches on average to engage a cold prospect
What is 8-12 touches
This trigger deals with needing partnership, stability, and expertise as complexities increase
What is New/Multi-state Locations
It's too expensive
What is
“Totally fair—no one wants to add cost without clear value.”
“Most companies who say that are comparing us to payroll only, not the risk, time, and compliance costs they’re carrying today.”
“With ADP Comprehensive, you’re not paying for software—you’re offsetting:
• compliance exposure
• HR admin hours
• incorrect terminations or wage issues
• managers spending time on HR instead of operations
All of that usually costs far more than the service.”
“Rather than guessing, would it make sense to spend 20 minutes seeing whether there’s actually a cost offset for your company?”
What’s the situation where headcount and state exposure grow faster than policies, manager training, and compliance controls?
What is Rapid Growth
This Payroll Provider has an "all-in-one, single database", Beti streamlined payroll, with high utilization / user-friendliness and is considered an "HR and Business Payroll Leader"
Who is Paycom!
CS avg Sales Cycle is X amount of days
What is 28 days
This trigger deals with needing structure and stability
What are growing companies
Not interested
What is:
“Understood—I won’t push something that’s not relevant.”
“Out of curiosity, is that because:
A) HR is running smoothly
B) Compliance isn’t a concern
or C) You’ve just never looked at outsourced HR support?”
(They’ll usually answer one.)
“That’s exactly why companies like you take a quick look—just to validate nothing is slipping through the cracks.”
“No commitment—just a high-level review. Would a quick 15–20 minutes hurt?”
What’s the situation where outsourced HR once reduced risk—but now limits control, flexibility, and growth?
What are PEO Users
This Payroll Provider is known as a "unified platform for HR, Finance and IT" with aggressive discounting, an "all-in-one system" with "aligned support"
Who is Paylocity!
After a deal is sold, it takes X for sales is released from liability
What is after 2 payrolls are processed
This trigger has to do with bandwidth, lifting and shifting, continuity and stability
What are open positions for HR/Payroll/benefits
Love Paychex
What is:
“That’s great—most of our clients liked their previous provider too.”
“The question usually isn’t ‘Are they good?’—it’s ‘Are they doing everything you need as you grow?’”
“Where ADP Comprehensive stands apart is:
• named HR experts (not a call queue)
• proactive compliance guidance
• shared or fully managed HR execution
Many Paychex clients come to us when regulations, terminations, or growth get more complex.”
“This wouldn’t be about replacing Paychex—just a comparison. Would it be unreasonable to see what ‘best-in-class’ looks like side by side?”
What’s the situation where HR integration, not the deal, becomes the highest post-close risk?
What are Mergers + Acquisitions
This ASO / non certified PEO provider is known for aesthetically pleasing and simple platform, managing payroll, HR, IT and spend in one place & is known for locking clients in 3 year terms
Who is Rippling!
An HRO opportunity protected X many days and for Y to be confirmed
What is 90 days from last 2 way communication/meeting
This trigger happens around end/beginning of the year and requires strategy, efficiency, and change management
What are Leadership Changes
We already have HR
What is:
“That’s good—having HR is important.”
“Most internal HR teams aren’t the issue—capacity and risk coverage are.”
“ADP Comprehensive supports internal HR by:
• handling compliance and documentation
• providing backup on investigations, terminations, audits
• reducing burnout and turnover
We don’t replace HR—we protect and extend them.”
“Would it make sense to see if we could take low-value work off their plate without adding headcount?”
What’s the situation where workforce decisions carry legal, morale, and compliance consequences either way?
What is over/understaffed
This "all-in-one" platform provider for everything from hire to retire with HR but is typically added as a 3rd party solution to payroll providers
Who is Bamboo HR!
The Audit Period Length for CS is X
Monthly audit 6 months after payroll live (you can request 12 months)
This trigger requires involves Risk Mitigation and Expertise especially regarding compliance
What are crossing 50ee employees
Don't have the capacity
What is:
“That’s exactly what most growing companies feel.”
“That’s usually the signal, not the blocker.”
“The reason companies move to ADP Comprehensive is because:
• implementation is guided
• HR work is offloaded, not added
• your managers get time back immediately”
“The meeting itself is designed to save time—if it’s not a fit, we stop there. Can we pencil 20 minutes and decide after?”
What’s the situation where today’s leadership is exposed by yesterday’s HR decisions?
What is a fixer upper