Go To Market Playbook
Prelaunch
How to Price Your Payroll Product & Use Discounts Effectively
Integrated payroll pricing guidance to maximize value, margins, and strategic discounting.
Prelaunch customer research and survey
A simple survey guide to validate payroll needs and warm sales leads.
Competitive Analysis & Research
Understand competitors, validate with users, and continually refine payroll product insights.
How to find your alpha customers
Help your first companies safely switch to your new payroll, so you can learn, improve, and create your first success stories.
Guide: How to Create Your Payroll Value Messaging
Clear framework helping partners define compelling, customer-centered payroll value messaging collaboratively.
Sales-led vs Product-led Payroll GTM Considerations
Practical guide comparing SLG and PLG for launching payroll successfully.
Employer size and industry considerations
Guide to tailoring payroll GTM by employer size, industry, and needs.
How to bill for passthrough fees
Learn how to effectively bill passthrough fees incurred during payroll processing.
How to bill for core payroll
Learn to create a scalable payroll billing model that meets Check’s system requirements.
Recommended payroll CRM data fields
Optimize your CRM for payroll by adding essential data fields and tracking opportunities effectively.
Alpha
Payroll Sales Rep Activity, Quotas, and Commissions
Guidance on payroll activity, quotas, commissions from beta to GA.
Building Your Payroll Landing Page
Guide to build public and in-product payroll landing pages effectively.
Guide: How to Build a High-Impact Payroll Product Demo Video
High-impact guide for creating an effective prerecorded payroll product demo video.
Strategizing In-App Prompts to Drive Payroll Growth
Guide to in-app prompts driving embedded payroll activation and growth.
Gathering Payroll Product Feedback & Social Proof from Alpha Customers
Collect early feedback and social proof to strengthen product quality and GTM.
How to Design a High-Converting Outbound Payroll Sales Call Script
Framework for high-converting outbound payroll sales calls for partners playbook.
Product Partnerships Ecosystem Introduction
Product partnerships ecosystem overview: payroll integrations for benefits, workers' comp, 401(k).
Beta
Define Closed-Won and Implementation Handoff
Guide defining Closed‑Won and implementation handoff standards for payroll partners.
Running a Successful Payroll Demo
Structured guide for delivering effective, high-converting payroll product demos consistently.
Setup GTM specific Slack channel (enterprise or requested)
Concise guide advocating GTM Slack channel for faster, shared learning.
How to Create an Effective Payroll FAQ for Your Landing Page
Clear, confidence-building FAQ framework that answers employer questions and boosts payroll conversions.
How to uncover payroll pain points with a Needs Analysis
Uncover payroll pain points with a Needs Analysis to enhance your sales strategy.
GA
Post–Sales Call Email Templates for Payroll GTM
Templates for swift, consistent post-sales payroll follow-up emails that convert.
How to Build a 12-Month Payroll Forecast & Quota
A practical guide to forecasting payroll revenue and setting realistic sales quotas.
How to get started launching a CPA referral channel
Launch a CPA referral channel to boost sales and expand your payroll business network.
How to handoff customers from Generalist Sales to Payroll Sales Specialists
Streamline customer transitions from generalist sales to payroll specialists with effective handoff protocols.
How to layer payroll into your go-to-market motion
Layer your payroll strategy into your existing go-to-market motion for seamless integration.
GTM Toolkit
Webinars Best Practices
Quarterly webinars that educate employers, generate leads, and accelerate payroll sales.
Calendely / Calendar Best Practices
Automate demo scheduling to increase show rates and strengthen payroll sales conversations.
Marketing Payroll Through Monthly Invoices
Subtle, consistent invoice messaging that promotes payroll and aligns with monthly cycles.
Guide: How to Create an Implementation “Leave-Behind” Marketing Asset
Guide to create implementation leave-behind marketing asset reducing payroll-switching fear.
Payroll Persona Messaging Guide
How to Tailor Your Marketing & Sales Messaging for CEOs, CFOs, and HR
Competitive Comparison Matrix
Empower partners to confidently compete against major payroll platforms with strategic insights.
Funnel Analysis Worksheet
Evaluate and optimize your payroll funnel with actionable strategies for conversions.
Guiding Sole Proprietors to an S-Corp: A Payroll GTM Guide for Check Partners
A guide to educating sole proprietors on S-Corp readiness and payroll timing
Selling Season
Partner Selling Season Progress Tracker
Track partner selling season progress with this comprehensive monthly template for strategic insights.
Sales Enablement Toolkit
Transform your payroll demos and email strategies to boost client engagement and conversions.
Campaign Planner & Execution Calendar
Equip partners with a monthly messaging strategy to enhance engagement and demo conversions.
Selling Season Prep Checklist
Prepare for Selling Season with this comprehensive checklist for partners' readiness and accountability.
Segmentation Reset Workshop
Identify high-value employer segments to enhance payroll product sales during Selling Season.
Partner GTM Playbook - Selling Season 2025
Prepare your GTM team for Selling Season 2025 with strategic insights and actionable resources.
How to prepare sales and marketing content for Selling Season
Prepare effective sales and marketing content early for a successful Selling Season.
How to project plan Selling Season activities
Maximize your Selling Season effectiveness by utilizing the project planner for coordinated GTM activities.
How to plan and prepare for Selling Season
Plan effectively for Selling Season to maximize growth and improve payroll solution visibility.