Unpacking Our Winning Sales Strategies: A Deep Dive into Our Last 10 Deals with Zach Lawley
Автор: The Payrollin' Podcast
Загружено: 2026-01-26
Просмотров: 41
Описание:
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Uncover the secrets to turning past deal analysis into a powerful tool for refining your sales process and attracting more clients.
In this episode of the Payrollin' Podcast, Matt and Zach (Former Director of Business Development) dive into a powerful exercise they’ve been using since 2008: analyzing the last 10 deals they’ve closed. They break down the sources of each deal, the challenges faced, and the solutions offered, providing key insights into how to improve your sales and marketing strategies.
Join Matt and Zach as they discuss:
• The power of referral partnerships and reseller models.
• How to recognize recurring pain points that lead to successful deals.
• The importance of leveraging your CRM for targeted outreach.
• Upselling and client growth with payroll, HR, and benefits solutions.
Whether you’re a sales pro or just looking for ways to improve your business development efforts, this episode is packed with actionable advice and real-world examples. Tune in and learn how to apply these insights to your own sales strategy!
⏰ TIMESTAMPS:
0:00 - Introduction
1:11 - HR Services
3:25 - guHROO Plans and Features
3:45 - Breaking down the Payroll Deals
6:17 - Getting the Deals
9:03 - Partnership Models: Referral, Reseller, and White Label Clients
12:49 -
15:01 - Creating a good Partner Referral Relationships
17:15 - Acquisitions and Building your CRM
19:04 - Who are the Incumbents of these Deals
22:01 - Expanding relations with small businesses without pushing upstream
24:20 - Core pains they typically see
27:10 - ASO Deal
28:50 - PEO Deals
29:47 - Wrapping it up
30:25 - The knowledge they learn from these 10 Deals (shorts)
32:50 - Connect with Matt and guHRoo
33:27 - Next Steps: Referral Gifts and Campaigns
37:16 - Campaign Stories
37:17 - Outro
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📄 Payroll Sales Playbook
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💡 SCALE YOUR BUREAU WITH OUR HELP:
1️⃣ Add PEO Services - New revenue stream without new clients
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💬 CONNECT WITH MATT:
LinkedIn: / mattvaadi
Facebook Group: / payrollinnovation
—
👉 TODAY'S GUEST:
Zach Lawley, Former Director of Business Development, guHRoo
LinkedIn: / zacharylawkey
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#payroll #payrollservices #bureauowners
How do I analyze my past sales deals to improve my strategy?
What are the best ways to break down sales data for better marketing insights?
How can I use CRM data to boost client acquisition?
What should I look for when reviewing past deals for future growth?
How do I identify recurring pain points in my sales process?
What is the best way to upsell clients with payroll and HR solutions?
How can referral partnerships impact my sales process?
What strategies can I use to build stronger relationships with clients?
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