Differentiation Diagnostic

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1. Our services are so compellingly relevant to our market that we can anticipate a surplus of new unsolicited leads solely based on our visibility and reputation.* This field is required.Consider an online prospect seeking PEO services to address business problems. Choose Green if you are confident that the majority of these prospects proactively reach out to you. Choose Yellow if are certain you receive leads regularly. Choose Red if you don't prioritize or if you rely on paid methods in effort to get attention.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

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Score Q1

3

2. Our prospects know our differentiation and superior value compared to other PEOs. For this reason, competition has no impact on our success.* This field is required.Consider the extent to which your PEO's distinctive qualities are evident to prospects before they engage with your services. Can your prospects objectively know that you are their best PEO choice without having direct experience? If prospects can only determine this after working with you, choose Red.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

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Score Q2

5

3. Our reputation sets us apart and attracts so much positive interest that we are invited to participate in most of the best PEO opportunities in our market.* This field is required.Consider the likelihood of companies in your market making a decision about PEO services without reaching out to you. Choose Red if they often decide without contacting you. Select Green if they consistently seek your input before making a decision.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

6

Score Q3

7

4. We're a “most valuable member” of our business community made evident because our channel partners bring us new qualified prospect leads every week.* This field is required.Consider the level of support your channel partners or COI (Center of Influence) programs provide to your sales and growth efforts. Select Green if they consistently bring you qualified referrals that lead to conversions on a monthly basis. Choose Red if they do not provide such support.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

8

Score Q4

9

5. Our authority provides so much credibility and influence that our channel partners tell us that we are undeniably essential to their success.* This field is required.Consider the level of importance your partners place on the channel partner relationship. If your partners view you as an essential element for their success and actively engage with you, choose Green. If you find yourself having to coax referrals or involvement from your partners, choose Red.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

10

Score Q5

11

6. Our market leadership is evident to all because we are the “1st Choice PEO” for every business in our local community.* This field is required.Consider how the market perceives your company. Select Green if you are clearly recognized as the market leader. Choose Red if you are not regarded as the market leader or if you are unsure about your market position.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

12

Score Q6

13

7. Our reputation for delivering value is so strong that our sales representatives effortlessly secure meetings with their desired contacts.* This field is required.Consider the typical level of activity required to schedule discovery calls with new PEO prospects. If your team consistently meets all their metrics with ease, choose Green. If your managers frequently need to push sales reps to increase activity to reach their targets, choose Red.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

14

Score 7

15

8. Our sales rep’s effectively manage an ever-growing “reserve list” of qualified prospects who want to meet.* This field is required.Consider the never-ending pressure that your sales representatives bear. If they are constantly searching for prospects to meet their monthly quota or if they lack clarity on future meetings, select Red. Choose Green only if your sales reps have more prospects who are eager to meet than they have the capacity to accommodate within their available meeting hours.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

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Score 8

17

9. Our regular efforts to support our local business community create so much value that new prospects actively seek us out to engage with us.* This field is required.Consider how confident you are that your sales reps are engaging in regular and organic activities that prompt prospects to proactively initiate business interactions. If prospects are actively reaching out to your reps to establish connections, select Green. If you don't know, choose Yellow. If your reps primarily rely on outbound outreach for most of their interactions, pick Red.

Red: This is not our experience. We might like some help with this.

Yellow: This is not our exact experience, but we are working toward it now.

Green: This is pretty much our experience. We're doing perfectly.

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Score 9

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While the questions are fresh on your mind, which one in particular gave you an idea that could help your team's performance? What would happen if you addressed it?* This field is required.Consider how this simple survey could impact your results. Imagine the benefit of improving only one area. What would happen if you improved more than 1? That's where you'll see accelerating leverage.

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How would you rate your own success at differentiating your PEO?* This field is required.Consider how it feels to a sales rep when they are trying to explain your difference to a prospect.

Common (We're Not Differentiated)

Potential (We're Struggling to Differentiate)

Emerging (We're Attempting to Differentiate)

Market Leader (We're Clearly DIfferentiated)

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Subtotals

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Your Diagnosis

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Here's your Score: COMMON. Your PEO is not Differentiated at all.If you'd like more information about what you should expect as COMMON, you'll find links when you complete the survey.

Your overall score was low.

24

Here's your Score: POTENTIAL. You are trying to stand apart as a PEO.If you'd like more information about what you should expect as POTENTIAL, you'll find links when you complete the survey..

Your overall score was less than 24.

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Here's your Score: EMERGING. You see Improved Positioning in your market.If you'd like more information about what you should expect as EMERGING, you'll find links when you complete the survey.

Your overall score was less than 32.

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Here's your Score: MARKET LEADER. Your results are the best in your market!If you'd like more information about what you should expect as MARKET LEADER, you'll find links when you complete the survey.

Congratulations! Your overall score was more than 31!

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Would you like more information?* This field is required.

Yes

No

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What's your Name?* This field is required.

First Name

Last Name

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What's your PEO name?

30

What's your Best Phone Number* This field is required.

Please enter a valid phone number.

31

What's your Work Email?* This field is required.Add your business email here.

example@example.com

32

Congratulations. Let us know if you have any parting comments below. Look for an email with links for the information we promised!