WorksiteLift
How it works

From target list to held meeting in four moves

No retainers for activity. The work is organized around one number you already track: qualified first meetings with employers who fit.

The four moves

What we do, in order

  1. 01

    Define the fit

    We map your licensed states, the class codes you want and the ones you avoid, your health plan sponsors and the headcount band where your pricing wins.

  2. 02

    Build the market

    We assemble every employer that matches, with the owner, finance and HR contacts, and remove current clients and open opportunities from your CRM.

  3. 03

    Run the outreach

    Sequenced email, phone and LinkedIn under your name and domain. Messaging leads with a cost review, because that is the offer employers accept.

  4. 04

    Hand off with proof

    Each meeting arrives with notes, the prospect's stated pain and, when they upload invoices, a PEO Proof audit and draft proposal.

Month one

The plan for your first 30 days

  1. 01

    Week one

    Fit workshop, CRM suppression list and target-market count by state and industry.

  2. 02

    Week two

    Messaging approved by your compliance lead, sending domains warmed, booking calendar connected.

  3. 03

    Week three

    Outreach starts in your first two markets. Replies and objections are logged daily.

  4. 04

    Week four

    First meetings on the calendar and the first weekly report: booked, held, advanced.

Pricing

Tied to meetings held

Pricing has two parts: a monthly floor of held meetings agreed in writing, and a per-meeting fee above that floor. Agreements run month to month.

Exact figures depend on your states and target segment, and we quote them on the first call.

Book a pipeline review

Included

  • Target-market build and upkeep
  • Outreach under your brand
  • PEO Proof for your reps
  • Weekly pipeline report
Start here

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

We reply within one business day. We do not sell or share your information.