HEARTLAND PAYROLL REFERRAL

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Go beyond the basics with Heartland Payroll+. Manage your people and their pay with flexible, cloud-based payroll software. When you need a helping hand, a team of payroll professionals is just an email or call away.
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Heartland Payroll Services
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Your Name (Agent)* This field is required.
First Name
Last Name
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Your Email (Agent)* This field is required.
example@example.com
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Your Phone Number (Agent)* This field is required.
Area Code
Phone Number
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Referred COMPANY Name:* This field is required.
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Decision Maker's Name* This field is required.
First Name
Last Name
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Decision Maker's Phone Number* This field is required.
Area Code
Phone Number
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Decision Maker's Email* This field is required.
example@example.com
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Roughly how many eligible employees do they have?* This field is required.
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Have you discussed or prompted any conversation with them regarding payroll options or point of sale options for their business?* This field is required.
Yes - It's time for Melanie to call them and set up an appointment. This will strengthen my relationship with them as a trusted advisor.
Not yet. (I need to prep them for a call from Melanie, so this really doesn't count as a referral just yet)
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When will this referral conversation take place between you and the Decision Maker? * This field is required.
Date
Day
Month
Year
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What is their payroll cycle?* This field is required.
Monthly (12)
Semi Monthly (24)
Biweekly (26)
Weekly (52)
Other
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Do they currently have a payroll system to replace?* This field is required.
Yes
No
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If so, who is it with?
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When should Melanie call your Decision Maker? * This field is required.
Date
Day
Month
Year
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This form will go to Melanie Butcher - Territory Manager at Heartland. She will take it from here. Please let your client know that Melanie will be reaching out to them to schedule an appointment!

keith.miller1@heartland.us

480-440-2462
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