Use the prospect's invoices to run a better first PEO meeting

A first PEO meeting usually spends forty minutes explaining co-employment and five minutes on the prospect's situation. Reverse that ratio and the conversation changes.

Ask for documents before the call

Employers who agree to a cost review will often share a recent payroll register and their health, workers' comp and payroll-service invoices. That is enough to show what they pay for administration, benefits and risk today.

What to look for

• Administrative fees paid across separate payroll, benefits and HR vendors.
• Employer share of health premiums and how it has moved at renewal.
• Workers' comp rates by class code, and any pay-as-you-go gaps.
• Time the owner or office manager spends on tasks a PEO would absorb.

Present a comparison, not a pitch

Put today's costs next to an estimate under your PEO, and label it an estimate. An employer who sees their own figures laid out clearly has a reason to schedule the next step. That is the idea behind PEO Proof.