Accountant Channel Quiz
Quiz by SMB Channel Sales Training
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- Q1
How long should a branch huddle be?
5-10 minutes
All day
30-35 minutes
55-60 minutes
30s - Q2
Which is NOT a step in the branch huddle?
Introduce the bank topic and extract referrals
Which CPAs they partner with
Introduce and credential yourself
Updates on Paychex, our partnership and/or referrals
30s - Q3
It is important that during a huddle we do NOT talk about what referrals would be good opportunities for us
falsetrueTrue or False30s - Q4
What is the biggest difference between the first bank meeting and the subsequent bank meeting?
We don't need to follow the steps of the bank meeting in the subsequent meeting
We should be asking for referrals during the subsequent meeting
We don't need to meet with the branch manager again after the first meeting
We should be including bank tellers in the subsequent meeting
30s - Q5
Which is NOT a bank activity covered during cohort?
Bank partner roleplays
Partner days
3x3
Huddles
30s - Q6
What is a 3x3?
Your banker shares 3 of their clients with you, and you share 3 of your clients with your banker
Your banker tells you 3 things about their bank, and you share 3 things about Paychex
Your banker brings 3 tellers into your meeting, and you bring in 3 internal partners to talk about their services
Your banker does a performance review on you, and you do a performance review on your banker
30s - Q7
What does it mean to work inside a bank?
We are the food and drink provider for the day
We present bank products to people who walk into the bank
We are available at the bank to support business owners who need payroll and HR
We shadow the tellers to see a day in the life
30s - Q8
Which is a benefit of working in the bank?
Manage your daily activity at the same time
Visible to bank employees to stay top of mind
Visible to business owners who need your services
All of the above
30s - Q9
What is a partner day?
Taking your bank partner on a ride alone
Attracting business owners at the bank by setting up a brand table
A day where you take everybody at the branch to lunch
Working the tellers to share each others day to day
30s - Q10
We don't partner with business bankers
falsetrueTrue or False30s - Q11
Which is NOT a reason we partner with business bankers?
They have a network of business clients
They work primarily with our major market segment
They are a trusted advisor to business owners
New businesses start with banks
30s - Q12
If you meet with a prospect that was referred from your bank and they are interested in hearing about merchant services, do you refer that to Paychex or to the bank?
The bank
Paychex
30s