Guide: How to Create an Implementation “Leave-Behind” Marketing Asset
Guide to create implementation leave-behind marketing asset reducing payroll-switching fear.
Guide: How to Create an Implementation “Leave-Behind” Marketing Asset
Purpose of This Asset
Your sales team needs a simple, confidence-building asset they can send to prospective employers after a demo or sales call, and one that can also be placed on your payroll marketing page. The goal is to eliminate fear about switching payroll by clearly showing that the time commitment is minimal and structured.
A strong leave-behind helps:
- Reduce friction in the buyer journey
- Reinforce trust and operational readiness
- Shorten sales cycles
- Give prospects something they can easily share internally with other decision makers
The central message:
👉 Switching payroll only requires two 30-minute calls.
That’s the story your asset must tell.
Key Message to Communicate
“Implementation is simple. We handle the heavy lifting. You only need two short calls.”
Your asset should visually emphasize:
- Two 30-minute calls
- A light lift for the employer
- That your team handles the report pulling, data migration, and full payroll audit
- That there is no downtime or operational disruption
What the Leave-Behind Should Include
1. A Clear, Visual 2-Call Timeline
Show a simple, clean graphic with:
Call 1 (30 minutes): Implementation Introduction
- Meet your onboarding specialist
- Grant access to your current payroll system
- Review next steps
Call 2 (30 minutes): First Payroll Run
- Walk through submitting payroll in the new system
- Confirm that all employee data and tax settings are correct
- Ensure the employer feels confident running payroll independently
2. A Short Overview of What Your Team Does Behind the Scenes
Make it explicitly clear that your team does all of the hard work, not the employer.
Include a section such as:
What We Handle for You
Your implementation team will:
- Access your current payroll provider (with permission)
- Pull all payroll reports needed for migration
- Upload and configure your data in your new payroll system
- Perform a free payroll audit to ensure everything is accurate, balanced, and compliant
- Confirm tax accounts, employee details, and year-to-date values
Emphasize that this work happens between the two calls, requiring no effort from the employer.
3. A Simple Step-By-Step Implementation Process
Acknowledge that every Check partner’s product experience varies, but the high-level flow is always similar.
Use this exact sequence:
Your 5-Step Implementation Process
- Implementation introduction call
Meet your onboarding specialist and grant access to your current system.
- Access to your current payroll provider
You provide login access or the necessary credentials.
- We pull your payroll reports and upload them into our system
No manual work needed from you.
- We run a free, full payroll audit
We validate that all wages, taxes, and year-to-date amounts are balanced.
- Your first payroll run call
A guided session where you run payroll together with our team. After this, you're fully live.
4. A Final “What You Can Expect From Us” Reassurance Section
This should appear at the bottom of the leave-behind.
Example:
What You Can Expect From Us
- Fast, guided onboarding
- Minimal time commitment
- A dedicated specialist
- Accurate, audited payroll migration
- Full support through your first payroll run
This builds trust while reinforcing the idea that switching payroll is easy, quick, and supported end-to-end.
5. Optional Enhancements for the Marketing Page Version
For the version that lives publicly on your payroll landing page, consider adding:
- A short customer quote praising onboarding ease
- A simple infographic showing the 2-call process
- A small FAQ section (e.g., “Do I need to manually enter employee data?” → “No.”)
- A CTA button linking to “Book a demo” or “Talk to our team”
How to Deliver This Asset
Marketing should create two formats:
1. A one-page PDF leave-behind for sales
- Clean, visual, confidence-building
- Easy to attach in follow-up emails
- Designed to be shared internally by the prospect
2. A webpage or section on your payroll page
- Reinforces the same messaging at the top of the funnel
- Assures visitors your implementation is modern, efficient, and low-effort
Summary
Your goal is to remove switching fear by showing payroll onboarding is:
- Fast (two 30-minute calls)
- Simple (your team does the heavy lifting)
- Accurate (free payroll audit included)
A strong implementation leave-behind becomes one of the most persuasive tools your sales team has, especially for prospects nervous about switching providers.
Last updated on December 16, 2025