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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