THE SIMERPU PROFESSIONAL ROADMAP
KNOW MORE THAN THE PITCH.
Your next conversation deserves more than a presentation.
A practical workbook for understanding your role, uncovering the client’s real priorities, evaluating an opportunity, and owning the follow-through.
Built for agents, brokers, affiliates, CPAs, tax professionals, and agency leaders who want a clearer process—not another sales pitch.
84 pages
20 lessons
12 practical worksheets
Fictional case walkthrough
Read the complete Professional Roadmap online for free. No signup or payment required. You can join the SIMERPU waitlist separately.
WHY THIS EXISTS
You can know the pitch and still be unprepared for the meeting.
The employer asks what changes for the business. Their CPA asks what supports the assumptions. Payroll asks who owns the setup. Employees want to know what they actually receive.
That is where preparation matters.
The SIMERPU Professional Roadmap gives you a process for organizing those conversations, recognizing what you do not know, involving the right people, and identifying a responsible next step.
Not every opportunity should move forward. You should understand why one does—or does not.
THE SEVEN-STAGE PROCESS
Follow the case from first contact to follow-through.
A case-development process—not a SIMERPU product-release timeline.
Prepare
Understand your role, identify learning gaps, and evaluate the organization behind the opportunity.
Connect
Recognize a relevant employer need and earn a permission-based conversation.
Discover
Understand the client’s priorities before presenting a proposed solution.
Evaluate
Organize questions, examine assumptions, and involve the appropriate professionals.
Decide
Help the employer reach an informed decision and document the next step.
Implement
Clarify responsibilities for enrollment, communication, and payroll coordination.
Support
Review the experience, address unresolved issues, and maintain useful follow-through.
THREE AREAS. ONE COMPLETE CONVERSATION.
Evaluate the whole opportunity.
THE EMPLOYER
Payroll costs, potential net savings after fees, operational priorities, and implementation responsibilities.
EMPLOYEE FINANCES
Deductions, qualifying payments, applicable tax treatment, and the actual paycheck effect.
MEDICAL CARE
Available services, affordability, access, limitations, and employee support.
Start with the client’s priority. Keep all three areas in the evaluation. Savings, take-home pay, eligibility, and compliance are not guaranteed.
TOOLS YOU CAN PUT TO WORK
More than something to read. Something to use.
The workbook includes twelve worksheets, practical assignments, readiness checkpoints, and a fictional employer case that shows how the process fits together.
01
Case Brief
02
Pain Point Discovery Map
03
Stakeholder Map
04
Case Pipeline Tracker
05
Stalled Case Diagnosis
06
Results Review
A CASE YOU CAN LEARN FROM · FICTIONAL
Harbor Line Components.
Harbor Line Components is a fictional teaching case showing how preparation, discovery, evaluation, and follow-through fit together. Use it to examine the questions and responsibilities at each stage—not as a customer testimonial, verified client result, or promise of what your case will achieve.
START WITH YOUR ROLE
Different responsibilities. A shared process.
AGENTS AND BROKERS
Organize discovery, coordinate evaluation, and support the case through follow-through.
AFFILIATES AND REFERRERS
Recognize a relevant need, confirm interest, and coordinate an appropriate introduction within your role.
CPAs AND PROFESSIONAL ADVISERS
Identify assumptions, structure questions, and document the scope of your review.
AGENCY LEADERS
Coach your team, assess readiness, assign responsibilities, and review case progress.
Referring, presenting, and giving professional advice are different responsibilities. Work within your role and involve the appropriate professionals.
LOOK INSIDE
See the resource before you register.
Complete-page previews from the workbook. Select a preview to enlarge it.
Cover
Page 5 · How to use the roadmap
Page 7 · Start here based on your role
Page 69 · Case Brief
Quick answers.
A FREE, PERMANENT STARTING POINT
Join the free SIMERPU waitlist.
The roadmap is available without registration. Join the optional waitlist for SIMERPU’s planned membership opening on November 15, 2026. Signup is free and is not a membership purchase.
Signup is free. No payment or paid membership is required. The roadmap remains part of SIMERPU after launch.
SIMERPU provides education, not employer-specific legal, tax, or benefits advice. The roadmap does not certify a program or guarantee savings, compliance, eligibility, or results.
SIMERPU™
Understand the details. Lead with confidence.
Founded by Mardy Gould.
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