The four-part, co-sponsored Lunch 'n' Learn Seminar Series will bring together SCORE and Paychex clients to learn about critical HR issues for small businesses. The seminars will be presented by the chosen HRG, and are topics taken from the Paychex client seminars.

Promotion Activities

  • Paychex Corporate Marketing will invite our clients.
  • SCORE will invite their clients.
  • Please use the invitation to promote the seminars to your prospects.

Seminar Schedule

The following are the topics and presentations for the seminars. Paychex HR Professionals, please add your photo and information to the introductory slide of each presentation. You may customize the presentations to meet your specific needs and the needs of the attendees.

All seminars take place on a Wednesday.

Best Practices for Paychex Sales Reps and HR Professionals

Sales Representatives

  1. Following the internal Paychex kickoff meeting, contact your SCORE partner and set up a logistics meeting with the SCORE chapter head. See this map for local SCORE contact information.
  2. Keep your designated HRG updated regarding the seminar date, time, location, etc.
  3. Optional: Send customized invitations to your prospects. (Click "Download Invitation Template" above.)
  4. Coordinate with SCORE to receive the registration list prior to meeting.
  5. Add the attendee list to SFDC. Prospects must be listed as follows:

    Lead Source = Referral - SCORE
    Opportunity = 2016 SCORE Seminar Grant
  6. Discuss with HRG which sales materials you'd like to distribute at the seminar.
  7. Remember to bring the sign-in sheet.
  8. Arrive early to help SCORE set up the seminar.
  9. Work with SCORE on introductions, as your role at the seminar is to be a greeter and host.
  10. After following up, send all attendees thank-you notes even if you continue to prospect.
  11. Keep cultivating your SCORE chapter relationship.

HR Professionals

  1. Following the internal Paychex kickoff meeting, work with your sales partner to coordinate seminar logistics.
  2. Review the seminar presentation and add your bio. (Click "Download Presentation" links above.)
  3. Review the registration list to determine audience demographics.
  4. Review with the sales rep which handouts will be provided at the seminar.
  5. Arrive early on the day of the seminar, bring the presentation, and check the AV equipment.
  6. Presentation time — You've got this!