Prepared for BenefitsMe
October 15, 2026 · KlientBoost
Growth Plan ● Meta Ads + Performance Creative ● Q4 2026

Millions of people can use BenefitsMe. Let's make sure they know.

Email to the Paychex list is capped. We put BenefitsMe in front of that same list on Facebook and Instagram, start lean, and scale only what earns it.

~7M
Paychex-paid employees you can serve.
~$2,000
A year, per buyer. Most buy again the next year.
1 in 3
Registrations that go on to buy, by your estimate.

Where You Stand

The audience is already yours. Reaching it is the work.

A huge audience, already approved.

~7M
Paychex-paid employees you can reach
Up to 30%
Your estimate of the list Meta can match. Still about 2M people
~$2,000
A year per buyer, repeating
~35%
Gross margin on what they buy

Your round numbers from our October 13 call.

Email works. Paychex limits how much of it you can send.

"Paychex, for example, limits how many emails we can send a month to them because they're worried about opt-outs."Doug Rippel, October 13

Paid social reaches the same people without touching that cap.

What's already in place.

The Paychex partnershipA BenefitsMe page built for this audienceEmail follow-up once someone registersA brand guidelineA Facebook page and an ad accountMore payroll partners: Paylocity and Netchex
"We're trying to really target the specific people that we have a relationship with."Doug Rippel, October 13
NextThe PlanEvery ad goes to your list.

The Plan

Only the people you can serve. Every ad goes to your list.

From the ad to a registration, in four steps.

1The adOn Facebook or Instagram, shown only to matched Paychex employees.
2Your pageThe why and the benefits, then Shop Now.
3Paychex sign-inA quick sign-on inside Paychex.
4RegisteredYour email follow-up takes over.

We measure the Shop Now click on your page from day one. It's the leading indicator while registrations are read in your system.

Prove the message first. Then add fuel.

Core

Meta Ads to your Paychex list

  • ICP + Jobs-To-Be-Done SpecificityEvery ad is built around the job BenefitsMe does for your audience: get what they need now, and pay from their paycheck, interest-free.
  • Warchest of AdsStatic ads across five angles, so we learn which message moves people to register.
  • We Are Never Ever Getting Back TogetherPeople who already registered are excluded, so spend only reaches people who haven't signed up.
  • New ads earn their way into the main campaigns at set checkpoints. What doesn't work gets cut.
Why static first

A new account starts lean

  • A brand-new account has no history yet. Video costs more per view and per click, which makes a cost per registration harder to hit early.
  • So we validate the message with static ads first. Video is an add-on you can switch on any time once we know what works.

How we keep it lean

  • Your list only. No lookalikes, no broad audiences.
  • Your existing page to start, not a new one.
  • Static ads first. Video once the message is proven.

Left out on purpose

  • Landing pages, registration tracking and employer campaigns. Each is a growth lever for later.
  • Posting to your Facebook page.
  • Your email program.
  • Other ad platforms.
NextThe MathYour numbers, and how goals get set.

The Math

Your numbers, and how goals get set.

Run your numbers. Change any of them.

333registrations a month
110new buyers a month
$91ad cost per buyer
$77,000first-year gross margin from one month of buyers

Arithmetic, not a forecast. Defaults are the top of your $20 to $30 range and your round numbers, before bad debt and commissions. The first 30 days live set the real baseline.

How goals get set. From your results, not a guess.

Month 1Build and launchaccount, tracking, creative, campaignsEverything liveto your list
First 30 days liveBaselineShop Now clicks, cost per click, registrations in your systemQuarterly goals settogether: the North Star numbers
Every month afterLast month's numbersthe new starting linePush efficiencytoward the quarterly goals

What we won't promise

  • A cost per registration before 30 days live. The baseline sets it.
  • That every ad wins. Plenty won't, so only winners keep spend.
  • Registration tracking inside Meta before we know what the Paychex sign-in allows.

What we commit to

  • The account, tracking and campaigns built right from the start.
  • Ads shown only to your list.
  • Quarterly goals set with you after 30 days live, and an aggressive push on efficiency every month toward them.
  • Spend steps up only when results hold.
NextInvestmentOne place to start.

Investment

One place to start. Lean on purpose.

Our recommendation: the Starter. Everything needed to prove it works.

Meta Ads managementAccount rebuild, Shop Now tracking, list upload, campaign build and daily management.
$2,000
Performance CreativeCreative strategy, 3 static ads and 2 GIFs a month, up to 5 ads live, 1 revision round. Built from your brand guideline.
$1,500
No setup feeOnboarding is covered by the management fee.
$0
Optional: video add-onMoves creative up a tier: 1 short-form video a month, creative performance reporting and UGC ads. Add it any time during the partnership, once static ads show which messages win.
+$1,500

Ad spend is separate. We'll recommend a starting budget together. Management is a flat fee or a percentage of managed spend, whichever is greater. Three-month initial term, then month to month with 30 days' written notice.

NextGrowth LeversWhat we add as results come in.

Growth Levers

At KlientBoost, we're always looking for ways to increase your performance and revenue. As part of our ongoing partnership, we'll recommend new opportunities as your business grows.

Where this can go next.

Landing page optimizationWe build and test your click-through page for a higher Shop Now rate, so more people reach registration.Custom scoped based on performance, budget and what your account needs.
Registration trackingA one-time build that feeds registrations back to Meta, once Shop Now baselines are proven and where the Paychex sign-in allows it.Custom scoped based on performance, budget and what your account needs.
Employer campaignsReach employers on Paylocity and Netchex so they opt in, which opens their employees to you.Custom scoped based on performance, budget and what your account needs.
New partner listsEach new payroll partner's list joins the same playbook.Custom scoped based on performance, budget and what your account needs.
NextThe First 90 DaysBuild, launch, baseline, improve.

The First 90 Days

Weeks count from access. Our team schedules the kickoff once the agreement is signed.

Build and launch, then improve every month.

KlientBoostYour teamTogetherCheckpoint
Week
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
W13
AccessTogether
Account + trackingKlientBoost
Your listTogether
Page updatesYour team
Static adsKlientBoost
CampaignsKlientBoost
ApprovalsYour team
CheckpointsTogether

This timeline is paced on what we typically see across clients, with room built in for feedback and approvals. Wherever we can move faster, we will.

Who's on your team.

Growth ManagerRuns your paid media and is in the account every day. You work with them directly.
Performance Creative SpecialistBuilds your ads from your brand guideline, and works with your Growth Manager to keep producing ads that perform.
Growth DirectorLeads the pod of Growth Managers and strategists, so goals get hit and we stay accountable to you.

What we need from you.

1Meta accessAccept our partner request in Business Suite: page, ad account and pixel.
2Your listThe Paychex list, and confirmation your agreement allows using it for ads.
3Page updatesTerms, a privacy policy link and a business address on your Paychex page. Meta reviews these before approving ads. Your team owns the wording.
4Brand and resultsYour brand guideline, and registration counts from your system so we can read lift.
Next step

Say yes to the Starter. We send the agreement in writing, and our team schedules the kickoff once it's signed.