Partner Marketing Essentials

Resources to help you guide
payroll and HR conversations with confidence.

If your customers are evaluating how to modernize payroll and HR, here are ready-to-use materials to support those conversations clearly, thoughtfully, and without added pressure.

Use these resources to educate, build trust, and help customers plan their next step.

Solution Stack Overview (1-Pager)

A simple, visual overview of the full payroll and HR solution.

Use it to:

  • Introduce the solution quickly
  • Frame the conversation at a high level
  • Give customers a clear starting point

👉 Download the PDF

Partner-Ready Positioning Slide (PPT)

A ready-to-use slide you can drop into your own presentations.

Use it to:

  • Present the solution clearly
  • Maintain consistent messaging
  • Enhance partner-led demos and discussions

👉 Download the PPT Slide

Planning Guide (eBook)

A practical guide to help customers plan a payroll and HR transition with clarity and confidence.

Use it to:

  • Walk through key decisions and timelines
  • Identify risks early
  • Structure planning conversations

👉 Download the eBook

Customer Success Story (Case Study)

A real-world example of how organizations improve efficiency and reduce manual effort with a modern payroll approach.

Use it to:

  • Share a relatable success story
  • Show measurable outcomes
  • Reinforce value during evaluation

👉Download the Case Study

Solution Tour (Demo Video)

A visual walkthrough of the full payroll and HR solution to help customers quickly understand how everything works together.

Use it to:

  • Introduce the solution with a guided overview
  • Reinforce conversations visually
  • Show how key components connect

👉 Watch the Solution Tour Video

Customer Testimonial (Video)

Hear directly from a customer about their experience and what mattered most during their transition.

Use it to:

  • Build trust with real customer voices
  • Address hesitation in later-stage conversations
  • Reinforce credibility and partnership

👉 Watch the Testimonial

Register Your Lead

Protect your opportunity by registering as the owner, so no one else can pursue the same deal, while gaining access to our team’s support and potential incentives to help you close faster.

Partner Contact Name(Required)
This lead is for a solution that works with:(Required)

Country Payroll Tax Laws that this lead follows?(Required)
Across all FEINs, TINs, etc.
Is this lead ready to start the discovery process?(Required)
If yes, we will send a discovery form to be completed by the prospect/customer to gather additional information.

Please provide any additional information you have that may help us better understand this lead - Timelines, functionality needed, current systems, etc.
Online search, email, webinar, in-person event, etc.

Access the Full Resource List

In addition to the Partner Marketing Essentials, you have access to a comprehensive set of supporting assets including:

Overview flyers and solution summaries
eBooks and planning guides
Feature-specific one-pagers
Customer videos and testimonials
Webinar recordings and walkthroughs
Industry-specific materials
Sales process and onboarding visuals

These resources can be used throughout the entire customer journey, from early awareness to final decision-making

👉 View Full Marketing Collateral Library