The national players and pure technology competitors have armies of reps, sophisticated sales infrastructure, and years of internal data. Independent PEOs are competing against that — often with smaller teams and no benchmarks at all. This study is how we start to change that.
Takes 15–20 minutes. All data is anonymized and aggregated.
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Suggested: benchmarking report or sales team visual
Independent and regional PEOs are up against national players with dedicated sales operations, proprietary data, and technology budgets that dwarf most small teams' entire revenue. Pure technology competitors are coming at the market from a completely different angle — lower-touch, lower-service, and heavily subsidized by venture capital.
Independent PEOs win on relationships, flexibility, and genuine service. But winning more often requires making smarter decisions about where to invest — in technology, in training, in process. Right now, most of those decisions are made without any external data to validate them.
Three steps. No software to install, no ongoing commitment.
Suggested: person at laptop filling out a form
Answer 23 questions about how your sales team is structured, how you qualify prospects, manage documents, train reps, and more. Takes about 15 minutes.
Suggested: spreadsheet or data visualization
Using our simple Excel template, share your anonymized pipeline data from the last 12 months — no company names, just pipeline stages and outcomes. This is what makes the benchmarking meaningful.
Suggested: two people reviewing a report or chart
Once we've gathered enough data to produce meaningful benchmarks, we'll schedule a short call to walk through your personalized report — where your team is outperforming peers, where there are gaps, and what the data suggests.
Your report compares your team's actual data against peers — broken down by company size, market focus, and sales structure.
No company names, no identifying information. Your pipeline data is used only in aggregate — no other participant can see your individual numbers.
Every PEO that participates makes the benchmarks more useful for everyone. The national players have their own data. This is ours.
You won't get a PDF to interpret on your own. We sit down with you to walk through the findings — so you leave with clarity, not just charts.
Participation is free. Your data is confidential. Every team that contributes strengthens the benchmarks for everyone — and you'll walk away from your results review with a clearer picture of your operation than most PEO sales leaders ever get.
Start the Survey15–20 minutes · Free · Results reviewed together on a call