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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?
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?
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
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.
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?
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
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
Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed)
Most payroll reps are chasing the wrong CPA partners. Here's the framework that fixes it.
Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/
Three major payroll vendors launched managed payroll solutions within weeks of each other. Coincidence? Probably not.
From the publisher's feed