Bundle up
Serve it up (Services)
EUP
Tuned in (Channel)
Paychex Facts
100

This is the most all inclusive bundle Paychex that an SMB rep can sell?

Enterprise

100

A referral to this partner may put more "time" in your prospects day and offers you 30% referral revenue once sold. 

Time and Attendance

100

During the initial few minutes of a meeting, we want to "build" this by either referring to an article we sent, something we found out about them online or a relevant topic we researched about their business. 

Business Rapport

100

The AKC, AHQ, ARM and ACT terms are all ways that this channel helps us build value with their partners

Accountant Channel


100

The year Paychex was founded

1971

200

This bundle is a popular option for smaller businesses who are looking to run a small officer payroll along with a 401(k). 

Solo Bundle

200

This product is included in all Paychex bundle to give clients access to hiring best practices, sample forms and information on State/Federal laws?

Online HR Library

200

Name 3 tools/resources we use during our EUP process

GTM Presentation, Flex Demo, Proposal Builder, Discovery Sheet

200

When calling on banks, who is the best person to ask for when starting your relationship initially?

Branch Manager

200

The amount of money the Founder of Paychex, Tom Golisano, had to start Paychex.

$3,000

300

This is the 1st bundle that can offer business owners with unemployment claim support, building an employee handbook as well as an electronic onboarding solution?

Pro Bundle

300

This service promises to help clients if they encounter cash flow issues and need short term help

Paychex Promise

300

Pertaining to your discovery questions, what does the acronym STEWD stand for?

Show me, Tell me, Explain to me, Walk me through & Describe for me

300

When conducting our first initial meeting with an accountant, this form will help us direct the conversation and keep on track

Accountant Discovery Sheet

300

The Paychex stock symbol.

PAYX

400

This bundle is billed as a monthly subscription fee regardless of payroll frequency?

Express

400

This service will help our clients grow their business by attracting more customers through their online presence?

Digital Marketing Service

400

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

400

For clients using PRN - what is the maximum total credit they can receive if they reach 4 closed referrals?

$4,000 

($500+$500+$500+$2500)

400
What is Paychex's "brand statement"?

"The power of simplicity"

500

When you refer this partner and client enrolls, they will get onsite access to an Human Resource Professional (HRP) to help them assist with their everyday HR functions

HR Solutions - ASO and/or PEO

500

This service is a great way to save our client's money who accept payment online or via credit cards?

Merchant Services

500

Name all the steps of the EUP process in order

Build Business Rapport, Set Agenda (3T), Discovery, Paychex Why, Present Solutions, Close!

500

Through our partnership with the AICPA, our clients referred from these receive 2 major benefits - what are they?

One month for free and a 6 month money back guarantee. 

500

The total amount of clients Paychex currently serves (within 30,000)

710,000