Build & Launch Playbook

Launch your payroll product effectively with our comprehensive Build & Launch playbook.

How to use:

Welcome to your Build and Launch playbook! This playbook offers our latest perspective on how to take your payroll product to market and set a strong foundation for accelerated growth right out of the gate. We’re beyond excited to support you on your payroll journey!

Our playbook is divide into three workstreams

Go-to-market, Support & Operations, and Research & Development. You should assign a Lead to each workstream in addition to an overarching Payroll General Manager to drive execution. If you’re working directly with an assigned Check team, you will have corresponding Check Workstream Leads available for support throughout the entire process.

We divide each team’s workload into two phases

Build and Launch. During the Build phase, workstreams design the foundation of your payroll product and the workflows required to launch and support it. During the Launch phase, workstreams execute their plans, putting their workflows to the test by taking your initial subset of customers live.

We recommend a controlled launch

A common theme throughout this playbook is the concept of moving efficiently and getting to market quickly to unlock learnings. As a result, we keep launch simple and recommend a "controlled release" to five to ten customers. Completing two payroll runs for this subset will provide the feedback you need to test assumptions and plan for broader releases. We encourage each Workstream Lead to take an iterative approach as we prepare for launch, and aim to refine the product and flows through continuous learning from feedback and performance data.

 

Go-to-Market Overview

The goal of this workstream is to lead GTM activities for your payroll product. Bringing a new product to an art and a science. As such, we recommend following your organization’s existing product launch process, and relying on Check’s enablement to accelerate discovery and planning. If you do not have an existing new product launch process, we advise starting with the GTM responsibilities below.

Go-to-market

A successful GTM workstream will act as the core launch driver by setting payroll objectives and keeping R&D and S&O in line with those goals. Partners that do not prioritize GTM risk launching without a cohesive strategy. From our experience, this often results in teams having to pause their plans while they return to complete foundational work.

Task Databases
Resource/Notes
Prelaunch
Prelaunch centralizes payroll launch content, owners, and review status, ensuring consistent messaging, readiness tracking, and faster partner enablement.
Alpha
An alpha cohort validates product-market fit, sharpens messaging, proves implementation workflows, and builds confidence before scaling a repeatable payroll GTM motion.
Beta
A beta cohort stress-tests sales motions, pricing, and implementation at scale, ensuring payroll GTM readiness before full GA expansion.
GA
Once GA is reached, scaling the GTM motion drives predictable pipeline, consistent revenue growth, and transforms payroll into a core business line.
GTM Toolkit
A GTM toolkit offering focused, ad hoc projects to systematically strengthen messaging, funnel performance, sales execution, and payroll growth velocity.
Selling Season
Payroll selling season peaks in Q4, with up to 60% of net new deals closing for January payroll start dates.
Enable your sales team
If you have any questions, reach out to growth@checkqh.com
Begin planning your growth roadmap

Support and Ops Overview

The goal of this workstream is to build and scale your payroll support and setup functions. S&O will focus on how you will onboard and setup customers, manage ongoing support throughout your payroll journey, and strategize how you will scale your teams and processes. You’ll be closest to the process, translating feedback to your R&D team and continuously improving your workflows. A successful S&O workstream will facilitate a smooth payroll launch and act as the voice of the customer.

Task
Resource/Notes
Submit contact information
Review best practices to incorporate into your plans
Create a hiring plan
Learn how to work with Check’s Support Team
Learn how to work with Check’s Full Service Embedded Setup Team (optional service)
Learn how to support new business
Best practices
Complete the Check training program
Add bank whitelisting information to onboarding materials
Some business bank accounts have “debit blocks” on them for security. In this case, Check needs specific authorization before it can debit funds. To avoid failed fundings (and delays to payroll), companies should whitelist the ACH company IDs found in this article [LINK]

Research and Development Overview

The goal of this workstream is to build and scale your payroll product. Our primary goal is to get to market quickly to unlock learnings and accelerate your payroll journey. As a result, your product won’t satisfy the needs of every single customer at launch. Not only is that expected, that is preferred. From our experience, the most successful payroll offerings launch with a product that supports the needs of a subset of customers with simple requirements and layer in complexity as the business matures. A successful R&D workstream will control scope to ensure a timely launch and provide strong post-launch roadmap planning.

Task
Resource/Notes
Reach out to the Check technical team via Developer Support
Subscribe to Check Status Updates
Get a Production API key
Learn about core requirements for a payroll product
Learn about core requirements for a payroll product (cont.)
Learn about core requirements for a payroll product (cont.)
Document product requirements for controlled release and share with your team
Create development timeline and start building your product
Secure early adopters with your GTM team
Review your product with Check
Train your team on launch functionality
Document fast-follow product improvements
Begin planning your growth roadmap
Add bank whitelisting information to onboarding materials
Some business bank accounts have “debit blocks” on them for security. In this case, Check needs specific authorization before it can debit funds. To avoid failed fundings (and delays to payroll), companies should whitelist the ACH company IDs found in this article [LINK]

Recording

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Last updated on June 30, 2024