Week 4 Check Point
Quiz by SMB Channel Sales Training
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- Q1
What is a client upgrade?
Moving a client to a package that better fits their needs
Introducing a new bank or CPA to our client
Putting the client on PRN to start collecting referral revenue
Referring a client to an ancillary partner to add to their package
30s - Q2
If a client is on Select and is interested in the Handbook Builder, which bundle should they upgraded to?
Paychex HR
Pro
Enterprise
Keep them on Select
30s - Q3
If a client is on Select and is interested in Job Costing/Labor Distribution and Time off Accruals, which bundle should they be upgraded to?
Pro
Keep them on Select
Paychex HR
Enterprise
30s - Q4
If a client is on Pro and is interested in our SUI service, which bundle should they be upgraded to?
Enterprise
Keep them on Pro
We can put them on a smaller package like Select
Paychex HR
30s - Q5
What is an Internal Referral?
Introducing a Paychex partner to present a solution that goes above payroll
Using internal information to provide our clients
Bringing a bank or CPA into my client's business to provide their services
Collecting referrals in from the client through PRN
30s - Q6
Which is NOT an internal partner?
Time and attendance partner
Retirement partner
Bank partner
Merchant service partner
30s - Q7
True or False: Your internal partners won't call your clients unless you refer them in
falsetrueTrue or False30s - Q8
On a scale of 1-5, 5 being most confident, how confident are you in working with your clients? (type number)
Users enter free textType an Answer30s