HR Consulting / PEO: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for HR consultants and PEOs and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need HR consultants and PEOs, who else gets a call that same week?
HR consultants and PEOs sell to other businesses, and most of the work starts when a business puts its first employee on payroll. It moves fast, so being the name already in hand matters more than being the cheapest. Clients come back, which makes one good introduction worth years.
- First hire / payrollwhen a business puts its first employee on payroll
- Compliance deadline or inspectionwhen an inspection or compliance deadline lands
- Lawsuit or claimwhen somebody gets sued
- Business formationwhen somebody starts a company
- Sale of a businesswhen an owner sells the company
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.
The same list, turned around. Give first and the rest follows.
- 01
Community Association Manager (HOA / Condo)
They send you work81Trigger: an inspection or compliance deadline lands
Community association managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 02
Commercial Property Manager
They send you work78Trigger: an inspection or compliance deadline lands
Commercial property managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 03
Facility Manager
They send you work76Trigger: an inspection or compliance deadline lands
Facility managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 04
Attorney Business & Corporate
They send you work72Trigger: somebody gets sued
Business attorneys hear about it when somebody gets sued, before you do. This one sends you work rather than trading it.
- 05
CPA / Accountant
They send you work66Trigger: a business puts its first employee on payroll
CPAs hear about it when a business puts its first employee on payroll, before you do. This one sends you work rather than trading it.
- 06
Attorney Real Estate
They send you work66Trigger: somebody gets sued
Real estate attorneys hear about it when somebody gets sued, before you do. This one sends you work rather than trading it.
- 07
Attorney Employment & Labor
Two-way65Trigger: a business puts its first employee on payroll
You and employment attorneys both get the call when a business puts its first employee on payroll, usually the same week. This one goes both ways.
- 08
Insurance Health & Benefits
Two-way65Trigger: a business puts its first employee on payroll
You and health and benefits brokers both get the call when a business puts its first employee on payroll, usually the same week. This one goes both ways.
- 09
Financial Advisor
They send you work65Trigger: an owner sells the company
Financial advisors hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 10
Commercial Real Estate Broker
They send you work64Trigger: an owner sells the company
Commercial real estate brokers hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 01
Staffing / Recruiting
You send them work72Trigger: a business puts its first employee on payroll
You hear about it when a business puts its first employee on payroll, before staffing and recruiting firms do. Expect to give more than you get back here.
- 02
Attorney Employment & Labor
Two-way70Trigger: a business puts its first employee on payroll
You and employment attorneys both get the call when a business puts its first employee on payroll, usually the same week. This one goes both ways.
- 03
Insurance Health & Benefits
Two-way70Trigger: a business puts its first employee on payroll
You and health and benefits brokers both get the call when a business puts its first employee on payroll, usually the same week. This one goes both ways.
- 04
Shredding & Document Management
You send them work68Trigger: an inspection or compliance deadline lands
You hear about it when an inspection or compliance deadline lands, before shredding and records companies do. Expect to give more than you get back here.
- 05
Attorney Business & Corporate
They send you work64Trigger: somebody gets sued
Business attorneys hear about it when somebody gets sued, before you do. This one sends you work rather than trading it.
- 06
Cybersecurity
You send them work64Trigger: an inspection or compliance deadline lands
You hear about it when an inspection or compliance deadline lands, before cybersecurity firms do. Expect to give more than you get back here.
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.
Your city or county chamber of commerce
Your partners are in this room: community association managers, commercial property managers, and business attorneys.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: community association managers, commercial property managers, and business attorneys.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: facility managers, business attorneys, and CPAs.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 03
State CPA society
Your partners' associationYour partners are in this room: CPAs and financial advisors.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 04
State bar practice sections
Your partners' associationYour partners are in this room: business attorneys, real estate attorneys, and employment attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 05
Vistage
Paid peer groupYour partners are in this room: business attorneys, CPAs, and financial advisors.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 06
BOMA (Building Owners and Managers Association)
Your partners' associationYour partners are in this room: commercial property managers and commercial real estate brokers.
People who own and run office buildings. Vendors can join, and the local chapters run events just for them.
Chapter finder → - 07
Your local estate planning council
Your partners' associationYour partners are in this room: CPAs and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 08
CAI (Community Associations Institute)
Your partners' associationYour partner is in this room: community association managers.
Condo and HOA managers, board members, and management companies. One manager here can control hundreds of homes. They have a membership just for vendors, so you can join.
Chapter finder →
Your city or county chamber of commerce
Your partners are in this room: community association managers, commercial property managers, and business attorneys.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: community association managers, commercial property managers, and business attorneys.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: facility managers, business attorneys, and CPAs.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 03
State CPA society
Your partners' associationYour partners are in this room: CPAs and financial advisors.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 04
State bar practice sections
Your partners' associationYour partners are in this room: business attorneys, real estate attorneys, and employment attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 05
Vistage
Paid peer groupYour partners are in this room: business attorneys, CPAs, and financial advisors.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 06
BOMA (Building Owners and Managers Association)
Your partners' associationYour partners are in this room: commercial property managers and commercial real estate brokers.
People who own and run office buildings. Vendors can join, and the local chapters run events just for them.
Chapter finder → - 07
Your local estate planning council
Your partners' associationYour partners are in this room: CPAs and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 08
CAI Southeast Florida chapter
Your partners' associationYour partner is in this room: community association managers.
South Florida has more condos than almost anywhere, so this room is packed with association managers. Vendors can go to the trade shows and the monthly lunches.
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. HR managers. They buy benefits, training, staffing, background checks, and legal help. Everyone in it does what you do. Join it for the training, the licences, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
SHRM local chapter →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.
Is your seat open?
Prime Time takes one hr consulting / peo per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in 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 roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for HR consultants and PEOs, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. 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.