Payrollin'

Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/ What happens when AI stops being a chatbot and starts doing actual work? In this episode of Payroll Growth Show’, Matt Vaadi breaks down the AI bot system he’s using to handle roughly 20 hours of work each week. He walks through how he went from simple AI skills to a connected system of bots that can research prospects, manage sales pipeline updates, coordinate other bots, and route support tickets. You’ll see four different levels of AI automation, including: • How to build a simple AI skill around a repeatable task • Why orchestration matters when you have multiple AI bots • How AI can work across email, calendars, browsers, CRM systems, and transcripts • How an AI “Chief of Staff” can oversee other bots • How AI can determine when a task needs human review • How sensitive support tickets can automatically be routed to a person • How to build toward an AI workforce instead of simply adding more AI tools The goal isn't to replace every human task with AI. It's to identify the work that can be handled automatically, build the right safeguards, and give your team back time. If you're in payroll, HR, accounting, or another service business looking for practical ways to use AI automation, this episode is a good place to start. Subscribe to Payrollin’ for more conversations about payroll, HR, technology, sales, and building better businesses. ⏰ TIMESTAMPS: 00:00 AI is already handling 20+ hours of work 00:40 What actually makes something an AI bot? 01:12 The 4 levels of AI automation 01:31 Claude Skills: The smallest working unit 02:02 AI-powered client and prospect research 03:27 What is AI orchestration? 04:12 How bots decide what needs to happen next 05:08 Why businesses really need more time 06:20 Grokbot: Memory, identity and browser control 06:40 Using AI as an executive assistant 07:14 AI managing the sales pipeline 07:54 Building an AI Chief of Staff 08:21 Using AI for technical work and dashboards 08:52 Building AI automation with Make.com 09:19 How AI routes support tickets 09:28 When AI sends work to a human 09:37 What AI can handle automatically 09:47 Security, protocols and human oversight 10:04 Where to start with AI bots Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed) → https://www.payrollinpodcast.com/ 🎯 THIS WEEK'S RESOURCE: 💼Three Keys to Expand Your Payroll Business. Learn the top tactics to scale and grow your payroll company https://youtu.be/6aW8RmVj8OE 💡 SCALE YOUR BUREAU WITH OUR HELP: 1️⃣ Add PEO Services - New revenue stream without new clients → Learn more: https://www.guhroo.co/partners/ 2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost → https://www.outsourcedscale.com/ 3️⃣ Marketing That Works - Get the system we use → https://underdogdigital.co/ 🔔 SUBSCRIBE for weekly payroll growth strategies: → Hit the bell to never miss an episode 💬 CONNECT WITH MATT: LinkedIn: https://www.linkedin.com/in/mattvaadi Facebook Group: https://www.facebook.com/groups/payrollinnovation information How can AI bots save businesses time? How do you build an AI bot? How do AI bots work? What is an AI bot? What is AI orchestration? How can AI automate business processes? How can payroll companies use AI? How can payroll companies automate repetitive tasks? How can AI help payroll companies? How can AI help HR companies? How can AI automate sales tasks? How can AI update a CRM automatically?

Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/ Choosing the right CRM can make your sales process easier to manage, automate, and scale. Choosing the wrong one can cost you months of time, money, and frustration. In this episode of the Payroll Growth Show, Matt Vaadi breaks down how he would choose a CRM from scratch after managing more than $50 million in closed deals, hundreds of millions in pipeline, and working across 10+ CRM platforms. Matt walks through what actually matters when comparing CRMs, including: • Why your sales process should come before your software • How to choose a CRM your team will actually use • The integrations and automations worth looking for • Why more features don’t always mean a better CRM • How to avoid overbuying for where you think your company will be • The hidden costs of switching CRM platforms • What Matt would put on his CRM scorecard today Whether you’re choosing your first CRM, replacing an existing platform, or building a more scalable sales process for your payroll, PEO, HR, or accounting business, this episode gives you a practical framework for making the decision. Subscribe to the Payroll Growth Show for more conversations about sales, marketing, operations, and growth in the payroll and HR industry. ⏰ *TIMESTAMPS:* 00:00 — Why most CRM decisions go wrong 0:54 — Start with your sales process, not the software 1:39 — Ease of use decides whether your team actually uses it 3:21 — What should run itself: automation in a payroll CRM 5:46 — Why native Gmail/Outlook integration matters more than you think 7:03 — The overbuying mistake: when "enterprise" is the wrong call 8:01 — The real cost of switching CRMs (a time and money lesson) 9:17 — The 5-point scorecard for picking the right CRM Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed) → https://www.payrollinpodcast.com/ 🎯 THIS WEEK'S RESOURCE:📘’Ping-Pong is not a Strategy’ - Matt Vaadi’s bestselling book gives insight on creating an awesome culture. https://a.co/d/aCYbX2U 💡 SCALE YOUR BUREAU WITH OUR HELP: 1️⃣ Add PEO Services*- New revenue stream without new clients → Learn more: https://www.guhroo.co/partners/ 2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost → https://www.outsourcedscale.com/ 3️⃣ Marketing That Works - Get the system we use → https://underdogdigital.co/ 🔔 SUBSCRIBE for weekly payroll growth strategies: → Hit the bell to never miss an episode 💬 CONNECT WITH MATT: LinkedIn: https://www.linkedin.com/in/mattvaadi Facebook Group: https://www.facebook.com/groups/payrollinnovation information How do I choose the right CRM? What should I look for in a CRM? What CRM features actually matter? What is the best CRM for a small sales team? How do I choose my first CRM? When should a business start using a CRM? How should a CRM fit your sales process? What CRM integrations are important? How much CRM automation do you need?

Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/ Your payroll clients keep asking for HR support. But when does adding an ASO become a smart growth move instead of an expensive distraction? In this episode of the Payroll Growth Show, Matt Vaadi shares lessons from 12 years of building and evolving an ASO. He explains why 250 payroll clients may be the ideal starting point, how a 10% to 20% attachment rate changes the math, and why smaller ASO accounts can consume more resources than expected. You’ll learn: How to know when your payroll company is ready for an ASO The technology and people required to support it What your ASO should include and where to draw the line Why scope creep can quickly drain your team How to structure ASO pricing and monthly minimums Why Matt increased his minimum from $500 to $1,000 The risks of offering recruiting and benefits administration Why HR services work better when connected to payroll How a 60-question HR audit improves client onboarding If you’re considering adding HR services, expanding beyond payroll, or building a more scalable ASO model, this episode will help you understand what to put in place before you launch. ⏰ TIMESTAMPS: 00:00 The Payroll Sales Habit I Finally Broke 01:13 Why Selling Season Starts Now 02:04 Don't Sell Everything to Everyone 02:50 The "Big Domino" That Closes More Deals 05:10 Stop Fighting ADP on Their Terms 05:50 The ELF Framework Explained 07:43 Why We Ignore Most Prospects 07:46 How We Narrow 50,000 Contacts to 400 09:00 My Favorite Low-Pressure Sales Call 10:40 Warm Prospects Before You Pitch 11:45 August Is When January Deals Are Won12:23 Engineer Your Selling Season 12:48 Final Thoughts Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed) → https://www.payrollinpodcast.com/ 🎯 THIS WEEK'S RESOURCE: 📘’Ping-Pong is not a Strategy’ - Matt Vaadi’s bestselling book gives insight on creating an awesome culture. https://a.co/d/aCYbX2U 💡 SCALE YOUR BUREAU WITH OUR HELP: 1️⃣ Add PEO Services- New revenue stream without new clients → Learn more: https://www.guhroo.co/partners/ 2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost → https://www.outsourcedscale.com/ 3️⃣ Marketing That Works - Get the system we use → https://underdogdigital.co/ 🔔 SUBSCRIBE for weekly payroll growth strategies: → Hit the bell to never miss an episode 💬 CONNECT WITH MATT: LinkedIn: https://www.linkedin.com/in/mattvaadi Facebook Group: https://www.facebook.com/groups/payrollinnovation information When should a payroll company add HR services? How many payroll clients do you need before starting an ASO? How should payroll companies price ASO services? What services should an ASO include? What is the difference between an ASO and a PEO? Can you offer outsourced HR without payroll? How do you prevent scope creep in an ASO? Should an ASO offer benefits administration? What technology does an AS

Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/ Your payroll website might look professional, but is it actually turning visitors into leads? In this episode of The Payroll Growth Show, Matt Vaadi breaks down 10 specific elements every payroll company should have on its homepage. Using a real payroll website as an example, Matt explains what is working, what is hurting conversions, and how to transform a client-focused website into a business development tool. You’ll learn: • Why speaking to “every business” weakens your message • What visitors should understand within five seconds • How to create a stronger primary call to action • Why your homepage needs a secondary lead magnet• Where to place testimonials and customer logos • How a simple three-step process builds trust • Why more traffic does not always mean more leads • How much content your website may need for SEO • The two-email strategy for generating Google reviews • How to position your payroll company as the guide If your payroll website is not consistently generating conversations with qualified prospects, use this episode as your homepage conversion checklist. Subscribe to The Payroll Growth Show for practical strategies on payroll marketing, sales, operations, and business growth.

Join the show live every Thursday for a conversation you can’t find anywhere else: https://grow.payrollinpodcast.com/ If you're still selling payroll the same way you did years ago, this episode might completely change your approach. After nearly 20 years of leading with the highest-priced solution and working backward, Matt challenges one of his longest-held sales habits and explains why the better strategy isn't starting high or low. It's about changing the game entirely. In this episode, you'll learn: Why selling season starts in August, not January The biggest mistake payroll and PEO sales teams make How to stop competing on features and price Why narrowing 50,000 prospects to just 400 can produce better results The 7-touch rule that helps buyers make a decision The ELF Framework for choosing your ideal clients Why profiling calls outperform traditional cold calls How to prepare your sales pipeline before the January buying season Whether you're in payroll, PEO, HR, HCM, ASO, or B2B sales, these practical strategies will help you build a more focused pipeline, create better conversations, and win more business during the selling season. ⏰ *TIMESTAMPS:* 00:00 The Payroll Sales Habit I Finally Broke 01:13 Why Selling Season Starts Now 02:04 Don't Sell Everything to Everyone 02:50 The "Big Domino" That Closes More Deals 05:10 Stop Fighting ADP on Their Terms 05:50 The ELF Framework Explained 07:43 Why We Ignore Most Prospects 07:46 How We Narrow 50,000 Contacts to 400 09:00 My Favorite Low-Pressure Sales Call 10:40 Warm Prospects Before You Pitch 11:45 August Is When January Deals Are Won 12:23 Engineer Your Selling Season 12:48 Final Thoughts Weekly strategies for scaling your payroll bureau (1,000+ leaders subscribed) → https://www.payrollinpodcast.com/ 🎯 THIS WEEK'S RESOURCE:💡Take your payroll company to the next level. Get expert strategies for rapid growth! https://go.guhroo.co/payroll-company-growth 💡 SCALE YOUR BUREAU WITH OUR HELP: 1️⃣ Add PEO Services - New revenue stream without new clients → Learn more: https://www.guhroo.co/partners/ 2️⃣ Hire Virtual Assistants - Scale operations at 70% less cost → https://www.outsourcedscale.com/ 3️⃣ Marketing That Works - Get the system we use → https://underdogdigital.co/ 🔔 SUBSCRIBE for weekly payroll growth strategies: → Hit the bell to never miss an episode 💬 CONNECT WITH MATT: LinkedIn: https://www.linkedin.com/in/mattvaadi Facebook Group: https://www.facebook.com/groups/payrollinnovation information #payroll #payrollservices #bureauowner When does the payroll selling season start? How do payroll companies get clients? How do you sell HR services? How do you get payroll clients? How do you prospect for payroll? How do you build a payroll sales pipeline? How do you sell payroll without competing on price? Should you lead with payroll or PEO? How do you prepare for January payroll sales? How do you find payroll prospects? What is a profiling call? How do you qualify payroll prospects? How do you niche your payroll business?