Bundle up
This bundle is best fit for businesses who are experience a lot of hiring and growth
Enterprise
This partner allows us to provide digital marketing services to our clients, which in turn helps them increase revenue
Blue Market
The acronym that stands for the type of open ended questions we ask during our discovery.
STEWD
The AKC, AHQ, ARM and ACT terms are all ways that this channel helps us build value with their partners
Accountant Channel
The year Paychex was founded
1971
This bundle is known is a popular option for smaller businesses who are looking to run a small officer payroll along with a 401(k).
Solo Bundle
By using this service, our clients can pay their employees on the same day that they have worked through- allowing them to not have to wait until their official check date to obtain their funds
Pay on demand
The 3 tools we use during our EUPs
GTM, Flex Demo, Proposal Builder
This tool helps us find opportunities to refer clients to our banking partners.
Financial Institution Survey
The amount of money the Founder of Paychex, Tom Golisano, had to start Paychex.
$3,000
Pro Bundle
This service promises to help clients if they encounter cash flow issues and need short term help
Paychex promise
2 types of questions we ask to dig deeper after our open ended questions to find the impact of a pain.
This tool should be used alongside our Accountant meetings to help guide our precall planning and conversation
Accountant Discovery Sheet
The Paychex stock symbol.
PAYX
This bundle includes the online HR 360 website for clients to use for no additional cost
All bundles
Taxpay
Name the three areas of pricing that we need to review with our clients while giving them a proposal
The implementation fee, the per pay period cost and the year end w2 cost
This credit is the final maximum credit given to clients who reach their 4th referral that turns into a sale
$2500
Paychex VP of Sales
When you refer this partner and they enroll, they will get onsite access to an HRG to help them assist with their HR functions.
ASO and/or PEO
This service has proven to save our clients an average of $1k per year
Merchant Services
Name all the steps of the EUP process in order
Build Rapport, Set Agenda (3T), Discovery, Discovery Recap, Paychex Why, Demo, Close for the win!
Through our partnership with the AICPA, our clients referred from these partners receive these two added incentives.
The most recent PEO company Paychex acquired.
Oasis