Insights
Notes on PEO growth
Short, practical pieces on pipeline, qualification and the first sales conversation.
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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.