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

This is the most all inclusive bundle that you can sell?

Enterprise

100

This ancillary service helps a business owner track employee hours, scheduling and PTO.

Time and Attendance

100

Name the one of the 4 Insights Pillars.

Hire & Retain, Gain Efficiency, Reduce Risk & HR Strategy

100

The AKC, AHQ, ARM and ACT are all valuable resources we leverage with which channel? 

Accountant Channel


100

The year Paychex was founded

1971

200

This bundle is the first option for businesses who are looking for more support from a payroll specialist

Flex Select

200

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

Online HR Library

200

Name 2 of the tools/resources we use during our First meeting process with prospects. 

SMB Presentation, Insights Conversation Planner, Discovery Sheet, Flex Demo, Proposal Builder or CPQ.

200

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

Branch Manager

200

This is the amount of money, the Founder of Paychex, Tom Golisano, started Paychex with?

$3,000

300

This is the 1st bundle that offers business owners help with unemployment claims, building an employee handbook, as well as workers compensation.

Pro Bundle

300

This service helps clients if they encounter cash flow issues and need short term help.

Paychex Promise

300

During the Mutual Discovery, we should try to determine their __________ state, and desired _______ state.

Current & Future

300

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

$4,000 

Referral 1 (10+ EEs) = $500

Referral 2 (10+ EEs) = $500

Referral 3 (10+ EEs) = $500

Referral 4 = $2500

300

He is the current CEO of Paychex.

John Gibson

400

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

Express

400

These 2 benefits help attract and retain employees.

Health Insurance & Retirement

400

Name the three pricing components that we need to review with a prospect when presenting a price proposal.

The implementation fee, the per pay period cost and the year end w2 cost.

400

What are 3 of the 4 individuals are we connecting with Connect 4?

The Client
The Banker
The Accountant or CPA, and
The Insurance Broker

400

This is Paychex's "brand statement".

"The power of simplicity"

or

"Paychex makes it simple"

500

This all inclusive package allows a client access to a Human Resource Business Partner (HRBP) to help them with their everyday HR functions.

Flex HR Pro & Flex PEO

500

For clients who accept credit card payments, this service is a great way to save them money.

Merchant Services

500

What are the 3 of the 6 steps of the SMB Sales Process?

Agenda, Introduction to Insights, Insight Conversation, Mutual Discovery, Demo Presentation, Close for the Win or Next Steps.

500

Once a CPA is enrolled in the Paychex/AICPA Partner program, their referred clients receive these 2 major benefits.

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

500

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

745,000