How We Work

Jan Kaupas
Vice President of Sales
Keeping Promises Since 2009

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.
Identify Opportunity
  • Review and qualify client together
  • Schedule appointment with client
Qualify Client
  • Learn more about client’s needs
  • Explain PEO value and advantages
Develop Proposal
  • Develop personalized solutions and pricing
  • Review proposal together and prep for client meeting
Deliver Proposal
  • Present proposal to client together
  • Obtain confirmation of start date
Complete Contracting
  • Agree upon final pricing and timing
  • Complete all paperwork and schedule kick-off meeting

Ask us your questions.
We'd love to chat with you!
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