Outsourced Scale

A Repeatable & Scalable System for Driving Growth.

The Payroll Bureau Sales Playbook gives you everything you need to build a repeatable, scalable system for driving growth. Every framework written out.

🗸 17 sections with fill-in-the-blank prompts
🗸 Scripts, scorecards and objection handlers
🗸 Fully editable

Outsourced Scale
The Payroll Bureau
Sales Playbook
01
Mission and Sales Philosophy
Section 1
02
Market Segmentation and ICP
Section 2
03
Selling Season Strategy
Section 3
04
Sales Team Structure
Section 4
05
Quotas and Compensation
Section 6
06
8-Touch Campaign Framework
Section 8
07
Objection Handling Framework
Section 12
+10
More inside...
17 Total

17+

Sections full sales cycle

8

Touch campaign framework

30/60/90

Day rep onboarding plan

5

Objection handlers

What’s Inside

Every section built to drive growth

Most bureaus run sales by feel. This playbook gives your team a shared process, shared language, and shared standards from day one

Mission and Sales Philosophy

Mission and Sales Philosophy

Define your why, your differentiators, and how you want prospects to feel when they talk to your team.

Market Segmentation and ICP

Market Segmentation and ICP

Define the industries, company sizes, and buyer personas you win with most. Includes guidance on niching down and building vertical campaigns.

Selling Season Strategy

Selling Season Strategy

12-month campaign calendar framework. Large deals, CPA conversations, and year-end urgency mapped to the right months.

Sales Process

Sales Process

Six stages from prospecting to implementation handoff. Discovery questions, demo structure, and how to close with time-based urgency.

Team Structure and Onboarding

Team Structure and Onboarding

SDR vs AE vs COI manager roles. A 30/60/90 plan so new reps know exactly what success looks like from day one.

Activity Metrics and Scorecard

Activity Metrics and Scorecard

Weekly CAE targets, pipeline coverage ratios, and a ready-to-use scorecard template. Tracks inputs, not just results.

8-Touch Campaign Framework

8-Touch Campaign Framework

Direct mail, email, LinkedIn, and phone structured as a sequence. The same framework behind the Complete Payroll Sales Campaign.

Hiring and Technology Stack

Hiring and Technology Stack

What to look for in a sales hire, how to run a roleplay interview, and a lean tech stack guide sized to a local bureau.

Culture, Market Trends and Rollout

Culture, Market Trends and Rollout

How to run the playbook as a living document, what trends are reshaping payroll sales, and a step-by-step rollout checklist.

Why It Works

Most bureaus lose deals to process gaps, not price.

When every rep sells differently, results are unpredictable. The Payroll Bureau Sales Playbook gives your team a shared framework so the outcome doesn’t depend on who picked up the phone.

Their assistants have been great. Plus, they stay involved and monitor performance. It’s been a game-changer for our agency, saving us time and money. We’ll definitely be using them more.

Karen Altman, Director of Marketing, Underdog Digital - happy customer PEO services - satisfied customer outsourcing HR - trusted HR Outsourcing company

Karen Altman, Director of Marketing, Underdog Digital

Working with Outsourced Scale has been a true blessing for me. We have several team members.

Andy Richardson, Principal Engineer, 29E6 - happy customer PEO services - satisfied customer outsourcing HR - trusted HR Outsourcing company

Andy Richardson, Principal Engineer, 29E6

The EA Outsourced Scale, found for me has been incredibly helpful and a huge time saver! Being able to offload redundant and time-consuming activities has been a game-changer.

Jason Gullett, VP, guHRoo - Testimonial - EA Outsourced Scale - happy customer PEO services - satisfied customer outsourcing HR - trusted HR Outsourcing company

Jason Gullett, VP, guHRoo

FAQs

Common Questions

Is this only for bureaus with a sales team?

No. Most of the playbook applies equally to owner-led sales. If you’re the one making calls and closing deals, sections 2, 3, 7, 8, and 12 are the most immediately useful.

How long does it take to implement?

You can fill in the core sections in a day. The playbook is built with fill-in-the-blank prompts throughout so you’re customizing, not starting from scratch.

Does this work for small bureaus with one or two reps?

Yes. The playbook is sized for bureaus at different stages. Skip sections that aren’t relevant yet and use it as a roadmap for what to build as you grow.

How is this different from the Complete Payroll Sales Campaign?

The campaign is one tool. The playbook is the whole system. The 8-touch campaign is included as section 8 of the playbook alongside ICP, onboarding, compensation, COI strategy, and everything else.

Is it really free?

Yes. It’s a Google Doc. You make a copy and it’s yours. Fill in the blanks, update it quarterly, and share it with your team.

1 New Client Per Quarter Covers the Cost of Building the System

Get the Payroll Bureau Sales Playbook free. Seventeen sections, every framework written out, and fill-in-the-blank prompts throughout.

The Executive Assistant Guide

A customizable EA system that helps you and your assistant work smarter—not harder.

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