Payrollin'

Payrollin'

By WRKdefined Podcast NetworkBusinessEntrepreneurshipManagement
Download on the App Store

Payrollin' episodes

  • AI Bots Made Simple: How to Automate Real Work

    Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/


    What happens when AI stops being a chatbot and starts doing actual work?

    In this episode of Payroll Growth Show’, Matt Vaadi breaks down the AI bot system he’s using to handle roughly 20 hours of work each week. He walks through how he went from simple AI skills to a connected system of bots that can research prospects, manage sales pipeline updates, coordinate other bots, and route support tickets.


    You’ll see four different levels of AI automation, including:

    • How to build a simple AI skill around a repeatable task

    • Why orchestration matters when you have multiple AI bots

    • How AI can work across email, calendars, browsers, CRM systems, and transcripts

    • How an AI “Chief of Staff” can oversee other bots

    • How AI can determine when a task needs human review

    • How sensitive support tickets can automatically be routed to a person

    • How to build toward an AI workforce instead of simply adding more AI tools


    The goal isn't to replace every human task with AI. It's to identify the work that can be handled automatically, build the right safeguards, and give your team back time.


    If you're in payroll, HR, accounting, or another service business looking for practical ways to use AI automation, this episode is a good place to start.

    Subscribe to Payrollin’ for more conversations about payroll, HR, technology, sales, and building better businesses.


    ⏰ TIMESTAMPS:

    00:00 AI is already handling 20+ hours of work

    00:40 What actually makes something an AI bot?

    01:12 The 4 levels of AI automation

    01:31 Claude Skills: The smallest working unit

    02:02 AI-powered client and prospect research

    03:27 What is AI orchestration?

    04:12 How bots decide what needs to happen next

    05:08 Why businesses really need more time

    06:20 Grokbot: Memory, identity and browser control

    06:40 Using AI as an executive assistant

    07:14 AI managing the sales pipeline

    07:54 Building an AI Chief of Staff

    08:21 Using AI for technical work and dashboards

    08:52 Building AI automation with Make.com

    09:19 How AI routes support tickets

    09:28 When AI sends work to a human

    09:37 What AI can handle automatically

    09:47 Security, protocols and human oversight

    10:04 Where to start with AI bots


    Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)

    → https://www.payrollinpodcast.com/


    🎯 THIS WEEK'S RESOURCE: 💼Three Keys to Expand Your Payroll Business. Learn the top tactics to scale and grow your payroll company

    https://youtu.be/6aW8RmVj8OE


    💡 SCALE YOUR BUREAU WITH OUR HELP:

    1️⃣ Add PEO Services - New revenue stream without new clients

    → Learn more: https://www.guhroo.co/partners/

    2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost

    → https://www.outsourcedscale.com/

    3️⃣ Marketing That Works - Get the system we use

    → https://underdogdigital.co/


    🔔 SUBSCRIBE for weekly payroll growth strategies:

    → Hit the bell to never miss an episode


    💬 CONNECT WITH MATT:

    LinkedIn: https://www.linkedin.com/in/mattvaadi

    Facebook Group: https://www.facebook.com/groups/payrollinnovation

    information



    How can AI bots save businesses time?

    How do you build an AI bot?

    How do AI bots work?

    What is an AI bot?

    What is AI orchestration?

    How can AI automate business processes?

    How can payroll companies use AI?

    How can payroll companies automate repetitive tasks?

    How can AI help payroll companies?

    How can AI help HR companies?

    How can AI automate sales tasks?

    How can AI update a CRM automatically?


    11 min
  • The Simple Guide to Choosing a CRM in 2026

    Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/


    Choosing the right CRM can make your sales process easier to manage, automate, and scale. Choosing the wrong one can cost you months of time, money, and frustration.


    In this episode of the Payroll Growth Show, Matt Vaadi breaks down how he would choose a CRM from scratch after managing more than $50 million in closed deals, hundreds of millions in pipeline, and working across 10+ CRM platforms.


    Matt walks through what actually matters when comparing CRMs, including:

    • Why your sales process should come before your software

    • How to choose a CRM your team will actually use

    • The integrations and automations worth looking for

    • Why more features don’t always mean a better CRM

    • How to avoid overbuying for where you think your company will be

    • The hidden costs of switching CRM platforms

    • What Matt would put on his CRM scorecard today


    Whether you’re choosing your first CRM, replacing an existing platform, or building a more scalable sales process for your payroll, PEO, HR, or accounting business, this episode gives you a practical framework for making the decision.


    Subscribe to the Payroll Growth Show for more conversations about sales, marketing, operations, and growth in the payroll and HR industry.


    ⏰ *TIMESTAMPS:*

    00:00 — Why most CRM decisions go wrong

    0:54 — Start with your sales process, not the software

    1:39 — Ease of use decides whether your team actually uses it

    3:21 — What should run itself: automation in a payroll CRM

    5:46 — Why native Gmail/Outlook integration matters more than you think

    7:03 — The overbuying mistake: when "enterprise" is the wrong call

    8:01 — The real cost of switching CRMs (a time and money lesson)

    9:17 — The 5-point scorecard for picking the right CRM


    Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)

    → https://www.payrollinpodcast.com/


    🎯 THIS WEEK'S RESOURCE:📘’Ping-Pong is not a Strategy’ - Matt Vaadi’s bestselling book gives insight on creating an awesome culture. https://a.co/d/aCYbX2U


    💡 SCALE YOUR BUREAU WITH OUR HELP:

    1️⃣ Add PEO Services*- New revenue stream without new clients

    → Learn more: https://www.guhroo.co/partners/

    2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost

    → https://www.outsourcedscale.com/

    3️⃣ Marketing That Works - Get the system we use

    → https://underdogdigital.co/


    🔔 SUBSCRIBE for weekly payroll growth strategies:

    → Hit the bell to never miss an episode


    💬 CONNECT WITH MATT:

    LinkedIn: https://www.linkedin.com/in/mattvaadi

    Facebook Group: https://www.facebook.com/groups/payrollinnovation

    information


    How do I choose the right CRM?

    What should I look for in a CRM?

    What CRM features actually matter?

    What is the best CRM for a small sales team?

    How do I choose my first CRM?

    When should a business start using a CRM?

    How should a CRM fit your sales process?

    What CRM integrations are important?

    How much CRM automation do you need?

    11 min
  • How to Start an ASO (Payroll Bureau Guide)

    Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/


    Your payroll clients keep asking for HR support. But when does adding an ASO become a smart growth move instead of an expensive distraction?


    In this episode of the Payroll Growth Show, Matt Vaadi shares lessons from 12 years of building and evolving an ASO. He explains why 250 payroll clients may be the ideal starting point, how a 10% to 20% attachment rate changes the math, and why smaller ASO accounts can consume more resources than expected.


    You’ll learn:

    • How to know when your payroll company is ready for an ASO

    • The technology and people required to support it

    • What your ASO should include and where to draw the line

    • Why scope creep can quickly drain your team

    • How to structure ASO pricing and monthly minimums

    • Why Matt increased his minimum from $500 to $1,000

    • The risks of offering recruiting and benefits administration

    • Why HR services work better when connected to payroll

    • How a 60-question HR audit improves client onboarding

    • If you’re considering adding HR services, expanding beyond payroll, or building a more scalable ASO model, this episode will help you understand what to put in place before you launch.


      ⏰ TIMESTAMPS:

      00:00 The Payroll Sales Habit I Finally Broke

      01:13 Why Selling Season Starts Now

      02:04 Don't Sell Everything to Everyone

      02:50 The "Big Domino" That Closes More Deals

      05:10 Stop Fighting ADP on Their Terms

      05:50 The ELF Framework Explained

      07:43 Why We Ignore Most Prospects

      07:46 How We Narrow 50,000 Contacts to 400

      09:00 My Favorite Low-Pressure Sales Call

      10:40 Warm Prospects Before You Pitch

      11:45 August Is When January Deals Are Won12:23 Engineer Your Selling Season

      12:48 Final Thoughts


      Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)

      → https://www.payrollinpodcast.com/


      🎯 THIS WEEK'S RESOURCE:

      📘’Ping-Pong is not a Strategy’ - Matt Vaadi’s bestselling book gives insight on creating an awesome culture. https://a.co/d/aCYbX2U


      💡 SCALE YOUR BUREAU WITH OUR HELP:

      1️⃣ Add PEO Services- New revenue stream without new clients

      → Learn more: https://www.guhroo.co/partners/

      2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost

      → https://www.outsourcedscale.com/

      3️⃣ Marketing That Works - Get the system we use

      → https://underdogdigital.co/


      🔔 SUBSCRIBE for weekly payroll growth strategies:

      → Hit the bell to never miss an episode


      💬 CONNECT WITH MATT:

      LinkedIn: https://www.linkedin.com/in/mattvaadi

      Facebook Group: https://www.facebook.com/groups/payrollinnovation

      information



      When should a payroll company add HR services?

      How many payroll clients do you need before starting an ASO?

      How should payroll companies price ASO services?

      What services should an ASO include?

      What is the difference between an ASO and a PEO?

      Can you offer outsourced HR without payroll?

      How do you prevent scope creep in an ASO?

      Should an ASO offer benefits administration?

      What technology does an AS

      19 min
    • Beginner’s Guide to a Homepage That Converts

      Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/


      Your payroll website might look professional, but is it actually turning visitors into leads?


      In this episode of The Payroll Growth Show, Matt Vaadi breaks down 10 specific elements every payroll company should have on its homepage. Using a real payroll website as an example, Matt explains what is working, what is hurting conversions, and how to transform a client-focused website into a business development tool.


      You’ll learn:

      • Why speaking to “every business” weakens your message

      • What visitors should understand within five seconds

      • How to create a stronger primary call to action

      • Why your homepage needs a secondary lead magnet• Where to place testimonials and customer logos

      • How a simple three-step process builds trust

      • Why more traffic does not always mean more leads

      • How much content your website may need for SEO

      • The two-email strategy for generating Google reviews

      • How to position your payroll company as the guide


      If your payroll website is not consistently generating conversations with qualified prospects, use this episode as your homepage conversion checklist.


      Subscribe to The Payroll Growth Show for practical strategies on payroll marketing, sales, operations, and business growth.


































































      16 min
    • I've Sold Payroll for 20 Years. Here's What I'd Change.

      Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/


      If you're still selling payroll the same way you did years ago, this episode might completely change your approach.


      After nearly 20 years of leading with the highest-priced solution and working backward, Matt challenges one of his longest-held sales habits and explains why the better strategy isn't starting high or low. It's about changing the game entirely.


      In this episode, you'll learn:

      • Why selling season starts in August, not January

      • The biggest mistake payroll and PEO sales teams make

      • How to stop competing on features and price

      • Why narrowing 50,000 prospects to just 400 can produce better results

      • The 7-touch rule that helps buyers make a decision

      • The ELF Framework for choosing your ideal clients

      • Why profiling calls outperform traditional cold calls

      • How to prepare your sales pipeline before the January buying season


      • Whether you're in payroll, PEO, HR, HCM, ASO, or B2B sales, these practical strategies will help you build a more focused pipeline, create better conversations, and win more business during the selling season.


        ⏰ *TIMESTAMPS:*

        00:00 The Payroll Sales Habit I Finally Broke

        01:13 Why Selling Season Starts Now

        02:04 Don't Sell Everything to Everyone

        02:50 The "Big Domino" That Closes More Deals

        05:10 Stop Fighting ADP on Their Terms

        05:50 The ELF Framework Explained

        07:43 Why We Ignore Most Prospects

        07:46 How We Narrow 50,000 Contacts to 400

        09:00 My Favorite Low-Pressure Sales Call

        10:40 Warm Prospects Before You Pitch

        11:45 August Is When January Deals Are Won

        12:23 Engineer Your Selling Season

        12:48 Final Thoughts


        Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)

        → https://www.payrollinpodcast.com/


        🎯 THIS WEEK'S RESOURCE:💡Take your payroll company to the next level. Get expert strategies for rapid growth!

        https://go.guhroo.co/payroll-company-growth


        💡 SCALE YOUR BUREAU WITH OUR HELP:

        1️⃣ Add PEO Services - New revenue stream without new clients

        → Learn more: https://www.guhroo.co/partners/

        2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost

        → https://www.outsourcedscale.com/

        3️⃣ Marketing That Works - Get the system we use

        → https://underdogdigital.co/


        🔔 SUBSCRIBE for weekly payroll growth strategies:

        → Hit the bell to never miss an episode


        💬 CONNECT WITH MATT:

        LinkedIn: https://www.linkedin.com/in/mattvaadi

        Facebook Group: https://www.facebook.com/groups/payrollinnovation

        information


        #payroll #payrollservices #bureauowner



        When does the payroll selling season start?

        How do payroll companies get clients?

        How do you sell HR services?

        How do you get payroll clients?

        How do you prospect for payroll?

        How do you build a payroll sales pipeline?

        How do you sell payroll without competing on price?

        Should you lead with payroll or PEO?

        How do you prepare for January payroll sales?

        How do you find payroll prospects?

        What is a profiling call?

        How do you qualify payroll prospects?

        How do you niche your payroll business?

        14 min
      • Cold Email? Start With This Simple Setup

        Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/


        If you're sending cold emails from your CRM, you may be hurting your deliverability before anyone even reads your message.


        In this episode of The Payroll Growth Show, Matt Vaadi sits down with Chris Clark, Director of Outreach at Underdog Digital, to break down what actually works for cold email in 2026. They cover the infrastructure behind sending thousands of emails safely, why Gmail and Yahoo's spam updates changed everything, and the simple framework that's generating real conversations, not just more sends.


        In this episode:

        • Why HubSpot, Zoho, and CRMs aren't built for cold email

        • The safest way to send 7,000+ cold emails per month

        • Why you should only send 20–30 emails per inbox daily

        • How to protect your primary domain reputation

        • The cold email infrastructure that costs around $50/month

        • Why a 1–2% response rate is actually a win• The ideal cold email length and sequence• How to build better prospect lists and validate emails• The biggest mistakes businesses make with cold outreach


        Whether you're in payroll, HR, PEO, accounting, or B2B sales, this episode offers practical advice you can implement immediately to improve your outreach and book more conversations..


        ⏰ *TIMESTAMPS:*

        00:00 Intro

        00:31 Meet Chris Clark (Underdog Digital)

        01:08 CRM vs. Cold Email Infrastructure

        03:01 How to Scale Cold Email Safely

        04:10 Gmail Sending Limits Explained

        05:23 Protecting Your Domain Reputation

        06:57 Cold Email Copy That Converts07:51 Why 30–75 Words Works Best

        08:41 Outsourced Scale

        09:50 The Cold Email Framework

        10:49 Why Copy Isn't the First Priority

        11:30 Scaling Outreach Without Burning Time

        12:34 Why Cold Email Still Works

        13:52 Building High-Quality Lead Lists

        15:01 Defining Your ICP15:28 Email Verification Best Practices

        16:28 Don't Fill Your CRM With Cold Leads

        17:01 Watch the Live Payroll Growth Show


        Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)

        → https://www.payrollinpodcast.com/


        🎯 THIS WEEK'S RESOURCE:💼Three Keys to Expand Your Payroll Business. Learn the top tactics to scale and grow your payroll company

        https://youtu.be/6aW8RmVj8OE


        💡 SCALE YOUR BUREAU WITH OUR HELP:

        1️⃣ Add PEO Services - New revenue stream without new clients

        → Learn more: https://www.guhroo.co/partners/


        2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost

        → https://www.outsourcedscale.com/


        3️⃣ Marketing That Works - Get the system we use

        → https://underdogdigital.co/


        🔔 SUBSCRIBE for weekly payroll growth strategies:

        → Hit the bell to never miss an episode


        💬 CONNECT WITH MATT:

        LinkedIn: https://www.linkedin.com/in/mattvaadi

        Facebook Group: https://www.facebook.com/groups/payrollinnovation

        information


        👉 TODAY'S GUEST:

        Chris Clark, Director of Outreach at Underdog Digital

        Chris Runs cold outreach infrastructure and campaigns for Underdog Digital and its clients, from domain setup to list building and copy.

        Find Chris on LinkedIn here: https://www.linkedin.com/in/bychrisclark/


        #payroll #payrollservices #bureauowner

         

        How do you scale cold email?

        How many cold emails should I send per day?

        What is a good cold email response rate?

        Why are my cold emails going to spam?

        How do I improve email deliverability?

        How many inboxes do I need for cold email?

        How do I protect my email domain?

        Best cold email strategy 2026

        Cold email best practices

        mail deliverability tips

        Sales outreach strategies

        18 min
      • Stop Posting Daily on LinkedIn. Here's Why.

        Join the show live every Thursday for a conversation you can’t find anywhere else: ⁠https://grow.payrollinpodcast.com/⁠


        LinkedIn has changed dramatically in 2026, and many of the strategies that worked just a year ago are no longer effective.


        In this episode of Payrollin', Matt Vaadi breaks down the biggest LinkedIn algorithm updates and shares a simple 30-minute daily system that can help payroll, HR, PEO, CPA, and B2B service professionals increase their visibility and generate more meaningful engagement.


        You'll learn:

        • Why only 1.6% of your followers may be seeing your posts

        • How LinkedIn's new AI-powered algorithm decides who sees your content• Why saves and shares matter more than likes

        • The types of AI-generated content LinkedIn is now penalizing

        • The best posting frequency and times based on the latest research

        • A simple Engage → Connect → Post framework you can implement in 30 minutes a day

        • Why LinkedIn newsletters are becoming one of the platform's biggest growth opportunities• Common mistakes that are quietly hurting your reach


        Whether you own a payroll company, PEO, HR consulting firm, accounting practice, or any B2B service business, these practical strategies will help you stay ahead as LinkedIn continues to evolve.


        ⏰ *TIMESTAMPS:*

        00:00 Only 1.6% See Your Posts01:03 LinkedIn's New AI Algorithm02:13 00:00 Only 1.6% See Your Posts

        01:03 LinkedIn's New AI Algorithm
        02:13 Forget Likes. Chase This Instead.
        02:50 LinkedIn Is Penalizing These Posts
        04:29 The 30-Minute Growth System
        04:47 Engage First
        06:27 Connect Smarter
        07:31 Write Better Posts
        08:42 Sponsor: Outsource Scale
        09:52 The Content Pillar Strategy
        10:28 Best Days and Times to Post
        11:30 The 30% Reach Trick
        12:49 Stop Using Hashtags?
        14:35 The Newsletter Hack
        15:36 Fix Your Profile
        16:15 Final Advice


        Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)

        → https://www.payrollinpodcast.com/
        🎯 *THIS WEEK'S RESOURCE:*
        💼Three Keys to Expand Your Payroll Business. Learn the top tactics to scale and grow your payroll company
        https://youtu.be/6aW8RmVj8OE
        💡 *SCALE YOUR BUREAU WITH OUR HELP:*
        1️⃣ *Add PEO Services* - New revenue stream without new clients
        → Learn more: https://www.guhroo.co/partners/
        2️⃣ *Hire Virtual Assistants* - Scale operations at 70% less cost
        → https://www.outsourcedscale.com/
        3️⃣ *Marketing That Works* - Get the system we use
        → https://underdogdigital.co/
        🔔 *SUBSCRIBE for weekly payroll growth strategies:*
        → Hit the bell to never miss an episode
        💬 *CONNECT WITH MATT:*
        LinkedIn: https://www.linkedin.com/in/mattvaadi
        Facebook Group: https://www.facebook.com/groups/payrollinnovation
        #payroll #payrollservices #bureauowner
        How does the LinkedIn algorithm work in 2026?
        What changed in the LinkedIn algorithm?
        Why is my LinkedIn reach so low?
        Why are my LinkedIn posts getting fewer views?
        How do I get more views on LinkedIn?
        How do I increase LinkedIn engagement?
        How do I grow on LinkedIn in 2026?
        How often should I post on LinkedIn?
        What time should I post on LinkedIn?
        How to use LinkedIn for B2B sales

        18 min
      • How to Build the Referral Relationships That Actually Send You Deals

        Most payroll reps are chasing the wrong CPA partners. Here's the framework that fixes it.

        In this episode, Matt Vaadi breaks down the 10V4 program — the exact partner strategy his team uses to generate 40 referral opportunities per rep from CPA channels alone. It starts with one simple reframe: stop hunting for the one big honey hole and start building 10 solid relationships with a system behind them.
        In this episode, Matt covers:
        → The 10V4 framework and why it replaced everything else
        → How to lead with value before you ever make an ask
        → The lunch-and-learn menu strategy that cracks open entire CPA firms
        → How to out-relationship ADP without their budget or their CPA-centric reps
        → The specific referral ask that most payroll reps completely botch
        → Why 6-8 touches is the real number before a CPA will ever send you business
        Whether you're building your first CPA partner list or trying to systematize an existing one, this episode gives you the full playbook.
        ⏱️ TIMESTAMPS:
        00:00 -- The 10V4 framework that changed everything
        01:19 -- Why chasing the big CPA firm is the wrong move
        02:10 -- How to compete against ADP without their budget
        03:04 -- Leading with value: the lunch-and-learn menu strategy
        05:20 -- Building rapport and going wide inside the firm
        06:57 -- Outsourced Scale ad
        08:33 -- How to make the ask (and why vague asks kill referrals)
        10:02 -- How to systematize your 10 CPA partner relationships
        📧 GET THE INSIDER NEWSLETTER
        Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)
        → https://www.payrollinpodcast.com/
        🎯 THIS WEEK'S RESOURCE:
        💼 Scale Your Operations with a Virtual Assistant
        Hire an AI-trained EA for your payroll or HR firm at 70% less cost
        → https://www.outsourcedscale.com/
        💡 SCALE YOUR BUREAU WITH OUR HELP:
        1️⃣ Add PEO Services - New revenue stream without new clients
        → Learn more: https://www.guhroo.co/partners/
        2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost
        → https://www.outsourcedscale.com/
        3️⃣ Marketing That Works - Get the system we use
        → https://underdogdigital.co/
        🔔 SUBSCRIBE for weekly payroll growth strategies:
        → Hit the bell to never miss an episode
        💬 CONNECT WITH MATT:
        LinkedIn:   / mattvaadi  
        Facebook Group:   / payrollinnovation  
        How do payroll bureaus get referrals from CPA firms?
        How to build a CPA partner strategy for payroll sales
        How to get CPA accountants to refer payroll clients
        How to compete with ADP as a small payroll bureau
        What is the 10V4 sales framework?
        How many CPA partners do I need to hit my sales quota?
        How do independent payroll companies build referral pipelines?
        How to stay top of mind with CPA referral partners
        How to ask for referrals from accountants
        How to grow a payroll business through partner channels

        13 min
      • How to Grow Payroll Revenue Without Finding a Single New Client

        Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/

        Are you spending too much time chasing new payroll clients while ignoring the revenue already sitting in your client base?
        Most payroll providers focus heavily on new sales, but the data tells a different story. ADP expects roughly 50% of its new revenue to come from existing customers, and when they expand a payroll client into HR, ASO, or PEO services, the lifetime value can increase dramatically.
        In this episode of The Payroll Growth Show, Matt Vaadi breaks down how payroll companies can generate more revenue, improve retention, and create deeper client relationships without increasing their marketing budget.
        You'll learn:
        • Why existing clients may be your biggest growth opportunity
        • How to identify "white space" opportunities in your client base
        • A simple framework for payroll, HR, benefits, workers' comp, and time-tracking upsells
        • How quarterly business reviews (QBRs) can drive revenue growth
        • Ways to use AI to uncover buying signals and retention risks
        • Common mistakes payroll firms make when expanding services
        • Practical strategies you can implement immediately
        Whether you're an independent payroll bureau, PEO, CPA firm, HR provider, or payroll sales leader, this episode offers actionable ideas for increasing client lifetime value and growing revenue from the customers you already serve.
        ⏰ *TIMESTAMPS:*
        0:00 Why ADP Gets 50% of Revenue from Existing Clients
        2:02 The Growth Grid Explained
        4:31 Finding Hidden Revenue in Your Client Base
        6:06 The Simple Upsell Conversation Framework
        6:57 The ADP Playbook: $450K from 180 Accounts
        9:48 Using AI to Find Buying Signals
        12:26 Quarterly Business Reviews That Drive Growth
        14:40 Predicting Client Churn with AI
        15:39 One-to-Many Upsell Strategies
        18:02 The 50/50 Growth Model for Payroll Companies
        📧 *GET THE INSIDER NEWSLETTER*
        Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)
        → https://www.payrollinpodcast.com/
        🎯 *THIS WEEK'S RESOURCE:*
        💼Three Keys to Expand Your Payroll Business. Learn the top tactics to scale and grow your payroll company
        https://youtu.be/6aW8RmVj8OE
        💡 *SCALE YOUR BUREAU WITH OUR HELP:*
        1️⃣ *Add PEO Services* - New revenue stream without new clients
        → Learn more: https://www.guhroo.co/partners/
        2️⃣ *Hire Virtual Assistants* - Scale operations at 70% less cost
        → https://www.outsourcedscale.com/
        3️⃣ *Marketing That Works* - Get the system we use
        → https://underdogdigital.co/
        🔔 *SUBSCRIBE for weekly payroll growth strategies:*
        → Hit the bell to never miss an episode
        💬 *CONNECT WITH MATT:*
        LinkedIn: https://www.linkedin.com/in/mattvaadi
        Facebook Group: https://www.facebook.com/groups/payrollinnovation
        #payroll #payrollservices #bureauowner

        19 min
      • BambooHR, Paylocity, and Asure Just Launched Managed Payroll. Now What?

        Three major payroll vendors launched managed payroll solutions within weeks of each other. Coincidence? Probably not.

        In this episode of Payrollin’, Matt Vaadi shares what’s really happening behind the recent managed payroll announcements from BambooHR, Paylocity, and Asure. Is this just another industry buzzword, or is managed payroll becoming the next major growth opportunity for payroll providers, bureaus, and PEOs?
        Matt explores:
        • Why payroll software companies are suddenly moving into managed services
        • The difference between payroll software support and true managed payroll
        • How AI and automation may be changing the economics of payroll operations
        • The pricing models being introduced and what they mean for margins
        • Why some providers could be leaving significant revenue on the table
        • The role brokers are playing in the growth of managed payroll offerings
        • Whether managed payroll is a threat, an opportunity, or both
        One earnings call revealed that managed payroll could generate 2 to 3 times the revenue of a traditional payroll-only client. That number alone is worth paying attention to.
        ⏰ TIMESTAMPS:
        00:00 Managed Payroll's Big Moment
        02:00 What It Actually Is
        04:00 The ADP Lesson
        07:05 Why Everyone Is Launching It
        11:13 BambooHR, Paylocity & Asure
        15:31 AI Changes the Math
        16:45 The 3X Revenue Opportunity
        21:00 Managed Payroll vs PEO
        24:17 The Broker Opportunity
        26:28 The Execution Gap
        29:00 Should You Offer It?
        30:00 Final Thoughts
        #PEO #PayrollBusiness #BusinessAcquisition #SmallBusiness #HRTech
        📧 GET THE INSIDER NEWSLETTER
        Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)
        → https://www.payrollinpodcast.com/
        🎯 THIS WEEK'S RESOURCE:
        📊 Save Time and Money with a PEO Partner
        We streamline HR, payroll, and compliance so you can do what you do best: run your business. https://www.guhroo.co/peo-services-concierge-hr/
        💡 SCALE YOUR BUREAU WITH OUR HELP:
        1️⃣ Add PEO Services - New revenue stream without new clients
        → Learn more: https://www.guhroo.co/partners/
        2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost
        → https://www.outsourcedscale.com/
        3️⃣ Marketing That Works - Get the system we use
        → https://underdogdigital.co/
        🔔 SUBSCRIBE for weekly payroll growth strategies:
        → Hit the bell to never miss an episode
        💬 CONNECT WITH MATT:
        LinkedIn: https://www.linkedin.com/in/mattvaadi
        Facebook Group: https://www.facebook.com/groups/payrollinnovation
        #payroll #payrollservices
        How is managed payroll different from payroll software?
        Can managed payroll replace an internal payroll administrator?
        How much should payroll companies charge for managed payroll?
        Is managed payroll more profitable than payroll-only services?
        Can managed payroll generate 2x or 3x more revenue?
        What role does AI play in managed payroll?
        Is managed payroll a threat to PEOs?
        What is the difference between managed payroll and a PEO?
        BambooHR, Paylocity, and Asure Just Launched Managed Payroll. Now What?

        28 min

      About Payrollin'

      From the publisher's feed

      The nationals are coming for your clients. Consolidation is crushing margins. And if you're not keeping up with the latest in the payroll and HR industry, you're going to get left behind.