
No more sales burnout! Learn how to set up a repeatable system that keeps your pipeline full and your business growing.
In this episode of Payrollin’, Matt Vaadi shares the exact 8-touch sales campaign template he’s used to generate consistent payroll and PEO clients for 20 years.
Whether your pipeline’s empty or you just want predictable leads every month, this step-by-step walkthrough shows you how to:
✅ Identify your ideal payroll client profile
✅ Build a repeatable 4- to 6-week sales campaign
✅ Automate touches with email, LinkedIn, phone, and direct mail
✅ Track metrics so you know what’s actually working
⏰ TIMESTAMPS:
0:00 - Intro: Frustration with sales progress
1:35 - Random Acts of Sales: Feast or famine sales pipeline
2:03 - Campaign Effectiveness: Creating repeatable results
3:03 - Systems Problem: Lack of a repeatable method
4:01 - Delegating Tasks: Who should handle campaign execution?
5:38 - Sales Campaign Overview: The 8-touch process
6:00 - Target Account Profile: Defining your ideal customer
7:02 - Geographic Focus: Targeting local markets
8:01 - Campaign Messaging: Why go local?
9:23 - Emotional Appeal: Leading with emotions in sales
10:04 - Key Differentiators: Standing out from competitors
10:37 - Overcoming Objections: Proactively addressing concerns
11:02 - First Meeting: Selling the meeting, not the service
13:06 - Multi-Phase Campaign: Using phone, in-person, and emails
15:16 - Direct Mail: Increasing conversion with physical mail
17:12 - Phone Calls: Using calls effectively
19:00 - Email Follow-ups: Short, value-driven emails
21:09 - LinkedIn Requests: Leveraging LinkedIn in outreach
23:04 - Persistence: Tracking and optimizing campaigns
25:14 - Video Emails: Using Loom for engagement
26:38 - Final Follow-ups: Importance of persistence
27:12 - Automation: Streamlining the process for repeatability
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