More worksite employees. Fewer cold starts.
WorksiteLift books payroll and benefits reviews with employers of 10 to 150 people. Your reps walk in holding an audit of what the prospect pays today.
A direct pipeline, built for co-employment
- 01
Target
We build the list: employers in your licensed states, in the industries your workers' comp and health plans price well, at the headcount you serve profitably.
- 02
Book
Outreach by email, phone and LinkedIn runs under your brand. The output is a calendar hold with an owner, CFO or HR lead who agreed to a cost review.
- 03
Prove
Before the meeting, the prospect uploads recent payroll and insurance invoices to PEO Proof. Your rep opens with their numbers, not a brochure.
- 04
Report
Each week you see meetings booked, held and advanced. Pricing follows meetings held, not hours or impressions.
Referrals built your book. They will not double it.
Most PEOs grow through brokers, CPAs and word of mouth. Those channels are valuable, and they are capped by other people's attention.
A direct pipeline you control is the part of growth that does not depend on someone else remembering your name.
Qualified means it can actually close
A meeting only counts if the employer fits your plans, your states and your risk appetite. We screen for that before your rep spends an hour on it.
Generic lead vendors hand you a name and a headcount. We hand you a prospect, their current costs and the reason they took the call.
Screened before every meeting
- Headcount inside your target range
- Located in states where you are licensed
- Industry matched to your workers' comp appetite
- Current benefits setup noted for your master plan
- Decision maker confirmed on the invite
How PEOs build pipeline
Why PEO referral growth plateaus, and what to add
Broker and CPA referrals are the best leads a PEO gets. They are also the ones it controls least.
Sales processUse the prospect's invoices to run a better first PEO meeting
The fastest way to earn a second meeting is to open the first one with the employer's own numbers.
QualificationWhat counts as a qualified PEO sales meeting
Five checks that separate a meeting worth a rep's hour from a name on a list.
What PEO leaders ask first
Who do you book meetings with?
Owners, CFOs, controllers and HR leads at employers of 10 to 150 people, in the states and industries you choose.
Do you replace our broker channel?
No. Broker and CPA referrals stay where they are. We add a direct channel beside them.
What do you need from us to start?
Your licensed states, target industries, headcount range, plan details and one person who can take meetings.
Is PEO Proof required?
No. Reps who use it start the first call with the prospect's own numbers, which is why we built it.
Book a pipeline review
Thirty minutes on your states, your target industries and where your next worksite employees should come from. You leave with a target-market outline whether or not we work together.
- Built only for PEOs and ASOs
- Outreach runs under your brand, not ours
- Month to month
- A FrontPipe company