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EUP
Tuned in (Channel)
Paychex Facts
100

This bundle is best fit for businesses who are experience a lot of hiring and growth

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

Solo Bundle

200

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


200

The 3 tools we use during our EUPs

GTM, Flex Demo, Proposal Builder

200

When calling on tier 1 and 2 banks, who is the best person to ask for when starting the relationship

Branch Manager

200

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

$3,000

300
This bundle is a great option for businesses who are looking for unemployment 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

We learned about the OIO model- Outcomes, Initiatives and Offerings. Which of these relates to a measurable goal that a business is trying to achieve? 

Outcomes

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 includes the online HR 360 website for clients to use for no additional cost

All bundles

400

With Paychex promise, we can offer payroll protection for 7 days- as long as the total payroll is below this dollar amount

$20,000

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

Name the final dollar amount or maximum credit given to clients who reach their 4th referred sale through PRN

$2500

400

Paychex VP of Sales

Mark Bottini
500

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

ASO and/or PEO

500

This transparent service provides "group" rate due to our volume of businesses, and most times saves our clients money!

Merchant Services

500

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!

500

Through our partnership with the AICPA, our clients referred from these receive 2 major benefits- name one of them! 

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

500

The total amount of clients Paychex currently serves (within 10 thousand)

680,000