What to Expect During Your Discovery Call with Whirks

Running payroll shouldn't feel like working on a puzzle that's missing half the pieces. But for many business owners, that's exactly how it feels. You’re juggling manual processes, dealing with compliance headaches, or realizing your current system can't keep up with your growth.

At Whirks, we've helped hundreds of businesses untangle these complexities and create a streamlined payroll process that actually works.

If you’ve scheduled time with us, we want you to understand that our Discovery Call is a relaxed, no-pressure conversation where we take the time to understand your unique situation and explore whether we're the right fit to help solve your challenges.

We’re genuinely excited to talk with you, and we want you to know exactly what to expect.

Who You'll Be Talking With and Why You're Here

You're likely a business owner, HR director, or someone who oversees payroll and HR at your company. And chances are, you're meeting with us for one of two reasons:

1. You know something isn’t working. Maybe you’re getting notices you don't understand, spending way too much time on payroll, or feeling stuck in an outdated, inefficient process.
2. We reached out to you. Maybe we saw that you’re growing fast, opening new locations, or working in an industry we serve well. Even if you weren't actively looking for a new payroll solution, something about our initial conversation resonated enough that you said yes to learning more.

Either way, you're here because you suspect things could be running better. And you’re probably right.

What We're Really Trying to Understand

This call isn't an interrogation. It's a two-way conversation about how you currently hire, train, develop, and pay your employees. We want to understand what's working well and what isn’t. Payroll shouldn’t be giving you headaches.

Our goal is simple...we want to figure out:

• What parts of your payroll process are painful or inefficient
• Whether you've outgrown your current system
• If we’re truly in a position to help

Most businesses we talk to fall into one of two camps:

1. You’re new to outsourcing payroll and curious about what it looks like, or
2. You’ve reached a critical point where your current system just isn’t cutting it anymore.

That turning point is usually driven by growth. When you had 10 employees, maybe Sally in the office could manage payroll along with her other duties. But now with 50 employees across multiple locations, Sally’s drowning. She’s feeling overwhelmed, and payroll is stealing hours from everyone’s day.

We’ll also be looking to assess three key things:

1. Is there a real pain we can help solve?
2. Is now the right time to fix it?
3. Are there any compliance gaps you might not even be aware of?

Questions We'll Ask

(Don't worry, we're just getting to know your business.)

You can expect us to ask questions that help us understand your world. Two that come up in almost every call are:

• “What happens if nothing changes?” What's the business consequence of running payroll the same way you've always done it?
• “Why now?” What's happening in your business that prompted you to take this step?

From there, we'll dig into the practical stuff. We'll ask how you manage hourly vs. salaried employees, what types of benefits you offer, and whether you have a retirement plan like a 401(k) or IRA.

We're also curious about how payroll data flows to your accounting systems. Is there an integration? A GL report? Or are you stuck manually entering everything?

And of course, we’ll ask some basic questions like: How many employees do you have? What payroll system are you using today? 

These questions help us understand your size and complexity and whether we can truly help make your life easier.

Questions You'll Probably Want to Ask Us

You’ll probably have questions too, and we're happy to answer whatever's on your mind. Some of the most common questions we hear include:

• "How does payroll processing actually work with Whirks?" If you've been doing it yourself or working with a black-box provider, you’ll want clarity about the process.
• "Can I customize and preview reports?" Yes, and we’ll show you how.
• “Do you offer time and attendance features?” Geo-fencing and IP restrictions are common questions.
• "Do you handle ACA reporting and compliance?” This is especially relevant if you have 50+ employees.
• “Do you offer employee benefits?” We can explain what we offer and how much they cost and we can talk through whether you should be offering them to your team.
• “Will I have a dedicated customer service rep?" This is the number one question we get. Yes, you’ll have a dedicated Customer Success Specialist, but our entire support team will be trained on your account. You won’t be stuck in a phone tree or talking to a different person every time you call.

We also get questions about implementation timelines and what time of year is best to switch providers. We get it. Mid-year transitions can be scary, especially if you’ve been burned before.

Where the Conversation Goes from Here

By the end of our call, we'll have a pretty clear picture of your situation and whether we’re a good fit.

For some businesses with complex payroll allocations or specific software requirements, the next step might be a demo where we show you exactly how we'd handle your unique setup.

For others, we can skip straight to a Proposal of Service, where we'll connect the dots between your challenges and how we’d solve them, along with transparent pricing and next steps.

The beauty of this whole process is that it's designed around your timeline and comfort level. We’ll go at your pace. We're not here to pressure you into anything. We just want to have a real conversation to see if working together makes sense.

Come As You Are...We're Ready to Help

Discovery Calls with Whirks are refreshingly low-key. You don't need to prepare a presentation or dig up a bunch of documents beforehand.

The most important thing you can bring is a willingness to share what's really happening in your business.

• If payroll takes you four hours a week when it should take 20 minutes, tell us.
• If you're getting notices from the state that you don't understand, mention it.
• If manual processes are eating up too much of your team’s time, we want to know.

What we hope you walk away with is a sense of relief. If you do have pain points and problems, we want you to know they can be solved (and usually faster than you think). We want you to see the light at the end of the tunnel.

Imagine not dreading payroll day. Imagine getting those hours back and having confidence that everything’s done right. That’s what we’re here for. That's the kind of peace of mind we're here to help create.

So, when we hop on the Discovery Call, just come ready to talk. Share what’s working, what’s not, and what your ideal world would look like.

We’ll handle the rest.

Wondering if Whirks is the right fit for you?

Find out who we serve best (and who we don’t).