EPSG Payroll Sales Playbook. May 2014

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Moris Mason
9 years ago
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1 EPSG Payroll Sales Playbook May 2014 Target Market for Payroll Small to mid-size companies that pay employees and issue W2s BenefitMall focuses on companies with employees as well larger companies that are made up of many small entities. Typical industries include: o Restaurants o Hospitality o Medical & Healthcare o Retail o Service Industry Questions to Ask: There are only a few questions you need to ask to gage a prospect s interest in payroll services. How do you process your payroll today? If the prospect states that they currently outsource their payroll, follow up with this question: Who is your current provider and how long have you been with them? Would you be interested in receiving a quote from our Payroll Partner, BenefitMall, one of the nation s largest payroll service bureaus? Many of our clients have switched to BenefitMall and are recognizing more value out of their payroll relationship. If the prospect replies that they are doing payroll in-house payroll, just ask this simple question: Would you be interested in learning about our Payroll & Tax Filing Service through our partner, BenefitMall, one of the nation s largest payroll service bureaus? If yes, I would like to introduce you to my payroll contact to discuss the benefits of outsourcing your payroll through BenefitMall. Page 1

Typical industries include: o Restaurants o Hospitality o Medical & Healthcare o Retail o Service Industry Questions to Ask: There are only a few questions you need to ask to gage a prospect s

2 Key Messaging ESPG has partnered with one of the nation s largest and leading payroll companies, BenefitMall Payroll Services, to provide ESPG clients and prospects award-winning payroll services. BenefitMall, with over 30 years experience, provides each EPSG client with a designated payroll specialist for personalized service. BenefitMall offers a variety of payroll options available including online and traditional (phone/fax). Additional benefits of BenefitMall payroll include: o Nationwide payroll, tax filing and compliance o Multiple check and direct deposit options o General ledger reporting and interfaces o Online HR library (HR360) o Online reporting o Simplified Pricing with no hidden fees The BenefitMall Payroll Difference Customer Service Excellence HR Tools (HR360 and Manager Help Line) Compliance Tools Payroll tax compliance Healthcare Report Impact Report allcheck and allcheck Pro Restaurant Service Pack Avero interface for POS systems Tip Sign Off Report Tip Allocation Report FICA Tip Credit Report Labor Distribution Report Calculation of Spread of Hours (NY Only) Time & Attendance Partner Tracking and Reporting Page 2

BenefitMall offers a variety of payroll options available including online and traditional (phone/fax).

3 Qualified Leads A qualified lead is any prospect that is willing to speak with a BenefitMall payroll sales consultant about their payroll services. Lead must be entered into the Landing page and all fields must be completed in order to receive revenue credit. Lead Process EPSG ISOs will submit payroll leads via EPIC. BenefitMall has created a special EPSG landing page that links with EPIC. Leads will be routed to SalesForce and then assigned to the assigned BenefitMall DM. Introductory Sales Promotion BenefitMall is offering a special promotion for all new EPSG clients and prospects who sign up for payroll services during the promotion time of June 1 August 31, free months of payroll processing Free account set-up ACA compliance guidance report Reporting BenefitMall will provide a monthly lead report listing leads activity and status by EPSG, ISO and ISO Rep. Revenue share reporting will be provided monthly by the 20th of the month with the revenue share check by the 30 th of the month for the prior month s revenue. Page 3

BenefitMall has created a special EPSG landing page that links with EPIC. Leads will be routed to SalesForce and then assigned to the assigned BenefitMall DM.

4 Marketing Support Materials The following documents are available on EPIC for downloading: Co-branded flier on BenefitMall payroll services (with fillable pdf for ISO information) Introduction Q2 Promotion Two months free payroll processing and ACA reports insert shot of flier Page 4

(with fillable pdf for ISO information) Introduction Q2 Promotion Two

5 o Landing Page on EPIC for ISO referrals o Cobranded Simplified Pricing Sheet Page 5

Accounting and Payroll Services Proposal

Accounting and Payroll Services Proposal Scroll down to see the rest of this truncated sample. When purchased, the complete sample is 9 pages long and was written using these Proposal Pack templates: Cover