HR Consulting / PEO: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.
Networking plan: HR Consulting / PEO
The five people who should be sending you clients
- Community Association Manager (HOA / Condo) (They send you work)
Shared trigger: an inspection or compliance deadline lands - Commercial Property Manager (They send you work)
Shared trigger: an inspection or compliance deadline lands - Facility Manager (They send you work)
Shared trigger: an inspection or compliance deadline lands - Attorney Business & Corporate (They send you work)
Shared trigger: somebody gets sued - CPA / Accountant (They send you work)
Shared trigger: a business puts its first employee on payroll
The three rooms to be in
- Your city or county chamber of commerce: Your partners are in this room: community association managers, commercial property managers, and business attorneys.
- LinkedIn groups & local B2B communities: Your partners are in this room: facility managers, business attorneys, and CPAs.
- State CPA society: Your partners are in this room: CPAs and financial advisors.
- Your city or county chamber of commerce: Your partners are in this room: community association managers, commercial property managers, and business attorneys.
- LinkedIn groups & local B2B communities: Your partners are in this room: facility managers, business attorneys, and CPAs.
- State CPA society: Your partners are in this room: CPAs and financial advisors.
Don't confuse this with networking: SHRM local chapter. Learning and supplier access, not referrals.
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need HR consultants and PEOs, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 Community Association Manager (HOA / Condo) They send you work Trigger: an inspection or compliance deadline lands 81 match strength out of 100
- 2 Commercial Property Manager They send you work Trigger: an inspection or compliance deadline lands 78 match strength out of 100
- 3 Facility Manager They send you work Trigger: an inspection or compliance deadline lands 76 match strength out of 100
- 4 Attorney Business & Corporate They send you work Trigger: somebody gets sued 72 match strength out of 100
- 5 CPA / Accountant They send you work Trigger: a business puts its first employee on payroll 66 match strength out of 100
- 6 Attorney Real Estate They send you work Trigger: somebody gets sued 66 match strength out of 100
- 7 Attorney Employment & Labor Two-way Trigger: a business puts its first employee on payroll 65 match strength out of 100
- 8 Insurance Health & Benefits Two-way Trigger: a business puts its first employee on payroll 65 match strength out of 100
- 9 Financial Advisor They send you work Trigger: an owner sells the company 65 match strength out of 100
- 10 Commercial Real Estate Broker They send you work Trigger: an owner sells the company 64 match strength out of 100
- 1 Staffing / Recruiting You send them work Trigger: a business puts its first employee on payroll 72 match strength out of 100
- 2 Attorney Employment & Labor Two-way Trigger: a business puts its first employee on payroll 70 match strength out of 100
- 3 Insurance Health & Benefits Two-way Trigger: a business puts its first employee on payroll 70 match strength out of 100
- 4 Shredding & Document Management You send them work Trigger: an inspection or compliance deadline lands 68 match strength out of 100
- 5 Attorney Business & Corporate They send you work Trigger: somebody gets sued 64 match strength out of 100
- 6 Cybersecurity You send them work Trigger: an inspection or compliance deadline lands 64 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 Your city or county chamber of commerce Your pick Your partners are in this room: community association managers, commercial property managers, and business attorneys. Chapter finder →
- 2 LinkedIn groups & local B2B communities Your partners are in this room: facility managers, business attorneys, and CPAs. Chapter finder →
- 3 State CPA society Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 4 State bar practice sections Your partners are in this room: business attorneys, real estate attorneys, and employment attorneys. Chapter finder →
- 5 Vistage Your partners are in this room: business attorneys, CPAs, and financial advisors. Chapter finder →
- 6 BOMA (Building Owners and Managers Association) Your partners are in this room: commercial property managers and commercial real estate brokers. Chapter finder →
- 7 Your local estate planning council Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 8 CAI (Community Associations Institute) Your partner is in this room: community association managers. Chapter finder →
- 1 Your city or county chamber of commerce Your pick Your partners are in this room: community association managers, commercial property managers, and business attorneys. Chapter finder →
- 2 LinkedIn groups & local B2B communities Your partners are in this room: facility managers, business attorneys, and CPAs. Chapter finder →
- 3 State CPA society Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 4 State bar practice sections Your partners are in this room: business attorneys, real estate attorneys, and employment attorneys. Chapter finder →
- 5 Vistage Your partners are in this room: business attorneys, CPAs, and financial advisors. Chapter finder →
- 6 BOMA (Building Owners and Managers Association) Your partners are in this room: commercial property managers and commercial real estate brokers. Chapter finder →
- 7 Your local estate planning council Your partners are in this room: CPAs and financial advisors. Chapter finder →
- 8 CAI Southeast Florida chapter Your partner is in this room: community association managers. Chapter finder →
SHRM local chapter
Most HR consultants and PEOs join this room first. It is also the one most likely to be the wrong pick. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
Let us be straight with you. For HR consultants and PEOs, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one HR Consulting / PEO per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for HR consultants and PEOs, and the next meeting dates for your area.
Send me my list