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Payroll and PEO providersGoal: Walkthrough booked

The AI voice agent that calls payroll quote requests before the owner's next meeting.

A business owner fed up with their payroll setup requests quotes from several providers. Avoonta calls in seconds, asks headcount, pay schedule and states, and books the walkthrough.

Get started Hear a sample call

Payroll & HR Services · 127 of 200 industries

  • Calls quote requests in seconds
  • Asks headcount and pay frequency
  • Books specialist walkthroughs
The problem

Why payroll & hr services leads go cold.

Owners switch payroll with the provider who calls before payday.

Owners decide to switch payroll after a bad run: a missed tax deposit, a late paycheck, a new state hire nobody set up. They request quotes in a burst, and the first provider to call sets the comparison.

Your specialists are onboarding new clients and fixing first payrolls. Quote requests sit, and owners who wanted to switch before the quarter starts move on.

What Avoonta does for payroll & hr services

Four jobs, done on every call.

Calls every quote request

Outbound

Your AI Agent calls each request within seconds, with consent, and asks what's prompting the switch.

Gathers sizing details

Outbound + inbound

Number of employees and contractors, pay frequency, states with employees, and whether they need benefits or HR support.

Books the walkthrough

Outbound + inbound

It books a call with the right specialist in your Google, Outlook, HighLevel or Cal.com calendar.

Routes current clients

Live transfer

A client whose payroll is due today and stuck goes live to your support team, not a sales calendar.

What's in the snapshot

Payroll & HR Services: 5 AI agents, ready in one click.

One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.

  • 30minPayroll setup walkthrough, booked live
  • 4ready texts
  • 6FAQ answers for the receptionist
  • 1click installs all five
  1. New leads

    Quote request caller

    Calls payroll and HR quote requests within seconds and books a walkthrough with a specialist.

    Hi first name, this is an AI assistant calling for business about the payroll quote you requested.

    Asks first What's prompting the switch?

    • Walkthrough booked
    • Sent to self-serve
    • Not a fit

    Hands off to: a person (Sales specialist)

  2. Follow-up

    Quote follow-up

    Retries quote requesters who didn't answer or book.

    Hi first name, this is an AI assistant calling for business.

    Asks first Still planning to switch?

    Calls day 0, 1, 3, 7 · text after each missed call

    • Walkthrough booked
    • Staying put
    • Stop calling

    Hands off to: a person (Sales specialist)

  3. Receptionist

    Payroll front line

    Answers 24/7, books walkthroughs for prospects and routes clients to support.

    Thanks for calling business, I'm the AI assistant and this call is recorded.

    Asks first Client or new business?

    • Walkthrough booked
    • Support ticket logged
    • Transferred

    Hands off to: a person (Payroll support)

  4. Reminders

    Walkthrough confirmer

    Confirms tomorrow's walkthrough and lists what to have handy.

    Hi first name, this is an AI assistant calling for business to confirm your payroll walkthrough tomorrow at time.

    Asks first Still available?

    Calls the day before · text if no answer

    • Confirmed
    • Rescheduled
    • Cancelled

    Hands off to: a person (Sales specialist)

  5. Renewals

    Year-end check-in

    Calls opted-in prospects before quarter or year end, when switching providers is common.

    Hi first name, this is an AI assistant calling for business.

    Asks first Is a switch still on your list?

    • Walkthrough booked
    • Not now
    • Stop calling

    Hands off to: a person (Sales specialist)

Get the full snapshot — start free Agencies: install it for every client
Sample call

A restaurant owner switching payroll.

A restaurant owner with two locations requested a payroll quote at 9pm.

Walkthrough booked35 staff, weeklyNotes sent to CRM
Example call
AIHi Tony, this is June, an AI assistant calling for Clearpay Business Services about the payroll quote you requested. This call is recorded. Got a couple of minutes?
TONYSure. My current provider messed up tips again.
AISorry to hear it. How many employees do you have across both locations, and do you run payroll weekly or every two weeks?
TONYAbout 35, weekly, all in one state.
AIThanks. A specialist can walk you through setup tomorrow at 2pm or Friday at 10am. Which suits you?
TONYTomorrow at 2.
Fits your tools · and the math

Works with your CRM, calendar and Zapier.

Quote requests reach Avoonta by webhook, Zapier, Make or the API, and headcount, pay schedule and the booked walkthrough flow back to your sales records.

Track deals in HubSpot or Salesforce? Connect it via Zapier or webhooks.

  • Google Calendar
  • Outlook
  • HighLevel
  • Cal.com
  • Webhooks
  • Zapier
  • Make
  • API

What lands in your CRM after each call

  • Employee count
  • Pay frequency
  • States
  • Reason for switching
  • Walkthrough time
  • Recording and transcript
Example

What one more client a month could mean.

Quote requests a month
60
Talk time per call, roughly
3 min
Minutes used
about 180 of 200
Plan
Launch, $79/mo

If calling first wins one more recurring payroll client a month, that client's fees would likely cover the plan quickly.

Example only. Request volume, talk time and client value vary; use your own numbers.

Limits and compliance

No tax or employment advice.

Your agent calls only owners who requested a quote and consented, between 8am and 8pm their time, after a do-not-call check. It doesn't give tax, employment law or classification advice, and it never collects bank details or Social Security numbers by phone.

  • No tax or HR law advice
  • No bank or SSN collection
  • Payroll emergencies to support
Payroll & HR Services FAQ

Straight answers.

Will it quote our pricing?

It can share published starting prices. Custom quotes come from your specialist.

Can it answer questions about contractor classification?

No. It notes the question for the specialist and doesn't give advice.

What if a current client calls with a payroll emergency?

It transfers live to your support line with a summary.

Can it qualify by company size?

Yes. Route small teams to self-serve and larger ones to a specialist.

Related industries

Similar agents, other trades.

All 200 industries
AccountantsGoal: Discovery call booked5 agentsPicks up during tax season and books new-client discovery calls. Recruiting & StaffingGoal: Interview booked5 agentsCalls opted-in candidates fast, screens on your must-haves, books the interview. Consulting FirmsGoal: Discovery call booked5 agentsCalls new inquiries in seconds, asks about scope and books the discovery call.

Your next payroll & hr services lead gets a call in seconds.

Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.

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