1. Identify your prospects
Who needs it
• Any business with one or more employees
Who to ask
Any business owner who is:
• Opening a new business checking account
• Making manual payroll deposits
• Ordering payroll checks
• Depositing or cashing payroll checks from
another source
• A CPA or accounting firm
• Inquiring about Direct Deposit service
Ask the owner or decision maker
• How many employees do you have?
• How do you currently process your payroll?
• What is a convenient time for a payroll
sales specialist to give you a call?
How to refer
• All payroll referrals can be submitted to
your local payroll sales specialist directly
through SVP.
Payroll sales specialist service guarantee
As your payroll sales specialist, I will:
• Contact all leads within 24 hours. I will make
at least four attempts to contact the customer.
• Follow up with you to confirm receipt of the
lead and provide the status of the referral.
• Advise you of the final status of the lead:
either processed or not interested.
© 2009 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
For Internal Use Only. BPS-SA-SSIF-040609 (4-09 121814)
Business Payroll Services
Meet your payroll sales specialist
Kelly Kelso
Payroll Sales Specialist
Kelly.Kelso@wellsfargo.com
Mobile: 571.389.4542
Fax: 866.455.9379