One prospect, narrated
Ridgeline Outdoor Supply Co. goes from an anonymous Form 5500 filing to a signed contract — sourced without a purchased lead list, quoted from a real cost stack, and closed inside the same CRM the whole deal runs on. Walked through out loud, stage by stage.
Before a rep does anything
No purchased lead lists. Prospect Radar mines public Form 5500 benefits filings — the 5-to-500-employee band where a PEO actually fits — and scores each one before a rep ever sees it.
| Company | Industry | Employees | Score |
|---|---|---|---|
| Ridgeline Outdoor Supply Co.CA / TX | Outdoor & Sporting Goods Retail | 5 | 84 |
| Kestrel Logistics Group | Warehousing & Storage | 22 | 79 |
| Bramwell Dental Partners | Health Care Services | 11 | 71 |
| Solace Home Health | Home Health Care | 34 | 68 |
Before a rep opens the record
Before a rep even opens the record, it's already filled in — employee count, industry, headquarters — pulled from the PEO's own data provider and persisted, not re-bought on every look. That same profile feeds the AI qualifier, so even a bare lead scores on real signal.
From lead to real pipeline
An AI pre-qualifier reads the top-scored prospects first. From there it's a real pipeline — lead, qualified, demo — not a spreadsheet someone updates by hand.
Everything about the deal, one record
Every touch on a deal — the quote, the proposal, the activity timeline — lives on one opportunity record, in the same codebase as payroll and the ledger. Managers see forecasted revenue roll up by rep and territory against a real quota, moving automatically as deals move stage to stage — not a spreadsheet rebuilt at quarter-end.
Not a ballpark
A census upload — wages, states, WC class, ages — drives a real cost-stack quote: admin fee, workers' comp, statutory burden, benefits. All configurable. Not a ballpark. The same numbers the client sees on their first invoice.
| Line item | Annual |
|---|---|
| Admin feetiered PEPM | $5,700 |
| Workers' compclass-code rate × mod | $2,140 |
| Statutory burdenemployer FICA / FUTA / SUTA | $9,830 |
| Benefitsage-banded medical, dental, vision | $28,460 |
The close
Win the deal and the pipeline-value and win-rate numbers move because a real quote closed — and closing it provisions the tenant automatically, quote and starter census carried forward, nothing re-typed. From here, The Implementation Tour takes over.
Six stages, one prospect, and a deal that closed itself into a live environment — no re-typed data, no separate onboarding project to kick off by hand. Ridgeline's own environment, compliance, and first payroll pick up from here in The Implementation Tour.
RIDGELINE OUTDOOR SUPPLY CO. · SALES PIPELINE · PROSPECT TO SIGNED CONTRACT