What counts as a qualified PEO sales meeting

Lead counts flatter everyone. The number that predicts new worksite employees is first meetings with employers your PEO can actually serve. Five checks decide that.

The five checks

• Headcount: inside the band where your pricing and service model work.
• Location: employees in states where you are licensed or registered.
• Industry: class codes your workers' comp program wants.
• Benefits: a current setup your master health plan can improve or match.
• Authority: the person who can sign is on the invitation.

Stop counting the rest

A meeting that fails two of the five is a conversation, not an opportunity. Count it separately so the pipeline report stays honest and reps stop chasing accounts that underwriting will decline.

Screen before, not after

Most of these checks can be done from public information and one short qualifying exchange before the meeting is booked. Doing them up front is what the WorksiteLift model is built around.