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Phone: 716-201-0405

Email: info@thegistinbound.com

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The Ahola Corporation - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
ASAP Accounting and Payroll - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
ASAP Payroll Logo Sized
CAVU HCM - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
Cello HR - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
Complete Payroll - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
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CTR HCM - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
Dominion Payroll - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
Exact Payroll - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
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The Payroll Department Logo
Payroll Freedom Logo
PaySource Logo
Stelios Payroll Logo
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Workforce PayHub - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner

We know the payroll industry. But that alone is no longer good enough.

Hi there,

When I was the Director of Marketing for Complete Payroll, I built a compounding, scalable system that was bringing in over six figures in new annualized revenue year over year. I thought I would retire there until some events in my personal life awakened my dream of entrepreneurship. So The Gist was born.

Since 2019, my team and I have obsessed with helping payroll service bureaus grow. It helped that nobody needs to explain to us what a pay frequency is. Or that we've had a lot of success (examples here and here). So we've been rewarded with dozens of warm introductions and invitations to speak at IPPA and TPG. 

But a lot has changed in 5 years. And truthfully, so has the "original recipe" for growth. Attention spans keep shrinking. Buying behaviors are changing. And ChatGPT makes it harder for good content creators to cut through the noise. In other words, our industry experience alone isn't good enough anymore. So are we going to plug our ears and pretend everything is still the same? Of course not.

Accepting this reality took some time. But it's made us infinitely better. However, the real point is how you and your business stand to gain. From generating leads to serving customers, we're the team that's figured out what works. And we've taken it a step further. We've created time-proven playbooks and systems waiting for you. From content libraries, campaign playbooks and a HubSpot demo portal already designed to show the ideal CRM configuration for a payroll company - we're ready to lead. 

My ask? One meeting. You tell us your growth ambitions and we show you how to achieve them. I can't guarantee much but I can guarantee you'll be glad you spent the time.

Talk soon,

CJ

This is what we mean when we say we've systematized growth for the payroll industry.

  • It's not our first rodeo. No need to educate or micromanage us.
  • These frameworks are time-proven. They will produce results.
  • We spend less time in "planning and discovery" phases so you see results faster.
  • Work is efficient. We spend less time. You spend less money.
  • We're always leading and recommending. But nothing is set in stone. Anything can be customized.
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Campaign Playbooks that Get Results

Want to generate more leads from your website and successfully engage partners and upsell existing clients? Our campaign playbooks help are innovative, impactful and can be customized for your goals. See an example playbook and let's brainstorm.

View example playbook
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Client Email Communication Template Library

Support your clients to reinforce the value you provide. We have created a vast library of templates for bank holiday notifications, filing deadline reminders and more. Imagine having all of your client update emails scheduled a year in advance.

Check out the email templates
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Payroll-Specific HubSpot Demo Portal

The ideal HubSpot configuration for a payroll company that only 6 years and 26+ implementation projects can produce. Even if you require customizations, this allows us to build a functional CRM 3-5x faster than before. We'll even give you access for free.

Learn more or see a demo
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We're developing new technology to help you, too.

Many people know our isolved to HubSpot integration has been a LONG time coming. But it will be ready this year. Click the link to learn more and join our waiting list to get notified when it's ready. This integration is just the beginning of our planned technology innovation.

"Sounds great. Can we afford this?"

Every agency tries to go "up market" and admittedly so have we. But our real superpower is our experience, which breeds documented systems, which breed efficiency. We literally built these systems so we can implement them faster and more cost-effectively to make them accessible to even more service bureaus. With us, you don't spend time (and money) in tedious "discovery phases" because we've spent a decade "discovering" your business model and how to enable growth across marketing, sales and customer service functions. In 2025, how could you partner with a growth agency that offers anything less? Smart. Efficient. Accountable. The roaring 20's are back.

“Give me six hours to chop down a tree and I will spend the first five sharpening the axe.”

Honest Abe was right. But a typical agency would charge you for their time spent sharpening their axes. Not with The Gist. Our axes are plenty sharp. And our "lumberjacks" really know how to swing 'em. 

This is how you systematize growth. This is what you deserve in a growth partner. 

Payroll - Campaign Planner
Payroll - Campaign Planner
Payroll - NYS Resource Campaign
Payroll - Holiday Emails
Payroll - Filing Deadline Emails
Payroll - ACA Reporting Deadlines Planner
Payroll - ACA Reporting Deadlines Email
Payroll - Example - Payday Payroll Blog Post
Payroll - Example - Exact Payroll Solutions Page
Payroll - Example - Workforce PayHub Vertical Page
Payroll - Example - Affiliated Resources Page
Payroll - Campaign Planner (2)
Inbound Payroll - Core CRM - Client Company View
Inbound Payroll - Sales - Lead Management
Inbound Payroll - Sales - Deal Pipeline
Inbound Payroll - Service - Implementation Ticket Customization
Referral Partner Company Tracking
Inbound Payroll - Service - Implementation Ticket Pipeline
Inbound Payroll - Service - NPS Survey Email
Inbound Payroll - Sales - Sequence
Inbound Payroll - Marketing - Lead Scoring
Inbound Payroll - Service - High Alert Companies
Inbound Payroll - Service - Client Reports

Propel sustainable growth by reducing friction and improving outreach across all teams and functions.

Growth isn't a campaign or event or a faucet you turn on and off. At least not if you want scalable, organic growth.

Your HubSpot CRM should orchestrate growth by eliminating manual busywork, improving client experiences and fostering engagement across marketing, sales, implementation and customer service functions.

Don't take our word for it. Listen to your peers.

Marty Hamby Headshot

"We started working with The Gist team in May of 2022 and I could not be more pleased with the progress we have made. We have improved our HubSpot capabilities to provide us more internal efficiencies, we have strengthened our monthly communication with our clients, we have more than doubled our monthly website traffic and it continues to grow month over month, our key word rankings in the top 3 results have increased by 16x, our domain authority continues to improve, and, most importantly, our monthly inbound leads continue to increase month over month."

Marty Hamby
CAVU HCM

Sonya Ahola - The Ahola Corporation Testimonial - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner

"The Gist are super knowledgeable and great to work with. We partnered with them for our HubSpot Marketing Implementation and extended that relationship to do further projects. They make the process easy and enjoyable, providing great recommendations on how to optimize HubSpot for our business needs. They are fast, reliable, and know the system inside and out, which makes my life easier!"

Sonya Ahola
The Ahola Corporation

Kyle Masengale, ASAP Payroll Testimonial - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner

"We had HubSpot prior to working with The Gist, but weren't using it to its full potential. They went through and helped us customize it to our payroll business. They also took over our website and doubled our traffic. Our phones are constantly ringing with companies finding us on Google."

Kyle Masengale
ASAP Payroll

Eric Jones

"We started with The Gist initially by having them build out the support module for us to use. I was very impressed with the project that they took over our entire HubSpot management. They have helped redo conversion points, website pages, new website branding and layouts as well as handle our email marketing campaigns and content creation. They are an A+ team to partner with and you should definitely give them a shot!"

Eric Jones
Workforce PayHub

How can we help your business grow?

Schedule an exploratory call to assess your needs, learn our solutions and explore a partnership with The Gist.

We are happy to:

  • Show you are campaign playbooks and content templates
  • Give you access to our HubSpot demo portal customized for the payroll industry
  • Share and discuss our case studies
  • Discuss our services, project timelines and pricing models

Most of all, we want to learn about your business and how we can help it grow.