How We Work Together

We’ll collaborate with you at every step of the sales process— from identifying opportunities, to an initial meeting with your client, to preparing a personalized PEO solution, to presenting our proposal.

1 Identify Opportunity

• Review and qualify client together
• Schedule appointment with client

2 Qualify Client

• Learn more about client’s needs
• Explain PEO value and advantages

3 Develop Proposal

• Develop personalized solutions and pricing
• Review proposal together and prep for client meeting

4 Deliver Proposal

• Present proposal to client together
• Obtain confirmation of start date

​4 Deliver Proposal

• Present proposal to client together
• Obtain confirmation of start date