PEOsBusiness development for PEOs and HR outsourcing

Find the employers outgrowing their HR, before they shop around.

In-market data, an AI business development agent, or the whole platform. Tell us what you need, and this page shows you how it works.

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Pick one to see how it works for you. You can change it any time.

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How In-Market Data helps peos

Know who is most likely to need you next.

Sam reads millions of signals a month from hundreds of sources, weighs them for startups and small businesses, and ranks the growing companies most likely to need HR, payroll, and benefits in one place, with the decision-makers and a warm way in.

Sam reads millions of signals a month from hundreds of sources, weighs them for multi-state employers, and ranks the employers most likely to need help hiring across states, with the decision-makers and a warm way in.

Sam reads millions of signals a month from hundreds of sources, weighs them for restaurants, retail, and hospitality, and ranks the high-turnover employers most likely to need HR, payroll, and compliance help, with the decision-makers and a warm way in.

Startup · about 45 people · 4 states · Denver, CO

86

Most likely in-market for HR, payroll, and benefits in one place

  • Private placementSeed-to-growth round filed
  • Hiring patternEmployees in 4 states, 15 open roles
  • LeadershipNo HR leader yet
  • Executive postsFounder asking for HR advice publicly
  • Growth trajectoryHeadcount doubled in a year

Who decides Founder and CEO · Head of Operations

Marketing agency · about 35 people · Austin, TX

81

Most likely in-market for HR and benefits in one place

  • Hiring patternDoubled headcount in a year
  • Private placementFirst outside investment filed
  • Executive postsFounder posting about doing HR at night
  • LeadershipOffice manager handles payroll
  • Growth trajectoryNew clients announced

Who decides Founder · Office Manager

Dental practice group · 5 offices · Phoenix, AZ

77

Most likely in-market for consolidated HR and payroll

  • ExpansionTwo practices acquired
  • Hiring patternHygienists and front desk roles posted
  • LeadershipNew practice administrator
  • RegulatoryNew state leave rules
  • Press releaseNew office opening

Who decides Owner · Practice Administrator

Software company · about 90 people · remote

84

Most likely in-market for hiring compliance across states

  • Hiring patternEmployees in 14 states
  • Private placementSeries A filed
  • LeadershipFirst Head of People hired
  • RegulatoryNew state payroll registrations
  • Executive postsCEO posting about remote hiring

Who decides CEO · Head of People · CFO

Services company · about 120 people · Orlando, FL

79

Most likely in-market for consolidated HR and payroll

  • M&A activityTwo acquisitions to integrate
  • SBA lendingAcquisition loan recorded
  • Government contractsNew county service contract
  • Hiring patternAdmin roles posted
  • LeadershipNew COO

Who decides COO · CFO

Home health agency · about 300 people · 3 states

77

Most likely in-market for HR, payroll, and compliance across states

  • ExpansionLicensed in a third state
  • Hiring patternCaregivers hired in volume
  • RegulatoryNew wage rules in two states
  • LeadershipNew COO hired
  • Press releaseNew service area announced

Who decides COO · CFO · HR Director

Restaurant group · 9 locations · Dallas, TX

76

Most likely in-market for HR, payroll, and compliance

  • PermitsThree new location permits filed
  • SBA lendingBuild-out loans recorded
  • Hiring patternHourly hiring up sharply
  • RegulationNew local labor rules apply
  • LeadershipFirst operations director

Who decides Owner · Director of Operations

Boutique hotel group · 4 properties · Charleston, SC

79

Most likely in-market for HR and benefits for retention

  • ExpansionFourth property opened
  • Hiring patternFront desk and housekeeping roles reposted
  • LeadershipNew Director of Operations
  • Executive postsOwner posting about staffing
  • Press releaseRenovation completed

Who decides Owner · Director of Operations

Specialty retailer · 18 stores · Atlanta, GA

75

Most likely in-market for HR, payroll, and compliance

  • ExpansionFive new stores this year
  • Hiring patternSeasonal roles posted in volume
  • RegulatoryNew scheduling rules in two cities
  • LeadershipNew CFO hired
  • Press releaseOnline launch announced

Who decides CEO · CFO · HR Manager

Illustrative examples. Real ones in your market are shown on the call.

Your data, your choice

Send it anywhere you work.

In-Market Data plugs into the system you already use, or into Sam.ai. The option is yours, and you can change it any time.

Option 1

Your own system

Keep your CRM, dialer, and workflow. Companies, decision-makers, and the warm way in arrive where your team already works.

  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • Pipedrive
  • Zoho
  • Your dialer
  • A spreadsheet
  • and more

Option 2

Sam.ai

Let Sam act on it, with your approval on every send.

Agent SamReaches out to each company for youSam OSRuns outreach, deals, and marketing on one record

Use one, the other, or both.

  • Works with any system you choose
  • Or with Agent Sam and Sam OS, your call
  • Exclusive data sets, limited seats in every market

Priced per marketSome markets are already spoken for

Book a discovery callExplore In-Market Data →

How Agent Sam works for peos

Let an AI business development agent do the prospecting.

Agent Sam learns your Playbook, finds the right decision-makers, writes each message for your approval, and runs email and LinkedIn outreach. About 71% of your prospecting, handled.

Agent Sam draftWaiting for your approval

SubjectDoing HR at night

Hi Alex,

Congrats on doubling the team this year. Many founders at your stage end up running payroll and benefits after hours.

We take HR, payroll, and benefits off your plate, with better benefits than most small teams can get alone. Worth a short call?

Written from your PlaybookLinkedIn follow-up readyApprove
Agent Sam draftWaiting for your approval

SubjectHiring in 14 states

Hi Jess,

Congrats on the Series A. Hiring across 14 states means 14 sets of payroll and leave rules.

We help remote-first teams stay compliant everywhere they hire. Happy to share a short state-by-state checklist.

Written from your PlaybookLinkedIn follow-up readyApprove
Agent Sam draftWaiting for your approval

SubjectKeeping your best people

Hi Tony,

Congrats on the new locations. In restaurants, benefits and smooth payroll are often what keeps good people from leaving.

We help restaurant groups offer better benefits and stay compliant. Open to a short call next week?

Written from your PlaybookLinkedIn follow-up readyApprove

Illustration. Names and companies are examples.

  1. Learns your PlaybookYour services, your employer size, your industries, and your voice.
  2. Finds the decision-makersFrom 377M+ verified B2B contacts, matched to your ideal client.
  3. Writes for your approvalEach message in context. Nothing goes out until you approve it.
  4. Runs the outreachEmail and LinkedIn, paced to how long your clients take to decide.
  5. Brings you the resultsReplies, warm intros, meetings, and a call-ready list.
  • Not priced per user
  • No new domain or warm-up needed
  • Works alongside your current CRM

From $195 a month7 days free, no card required

Start training your agent, freeMeet Agent Sam →

How Sam OS improves your workflow

Run prospects, proposals, and onboarding in one place.

Sam OS is the AI CRM with Agent Sam built in. Every employer, proposal, call, and campaign lives on one record.

PipelineStartups and small businesses

Prospect2

Startup, COAgency, TX

Discovery1

Dental group, AZ

Proposal1

Law firm, IL

Signed1

Architects, OR
Dialer Compliance update to 2,400 contacts Employer webinar, 38 registered
PipelineMulti-state employers

Prospect2

Software, remoteHome health, 3 states

Census review1

Services co, FL

Proposal1

Fintech, NY

Signed1

Staffing, OH
Dialer Compliance update to 2,400 contacts Employer webinar, 38 registered
PipelineRestaurants, retail, and hospitality

Prospect2

Restaurants, TXHotels, SC

Discovery1

Retailer, GA

Proposal1

Cafes, WA

Signed1

Fitness, CA
Dialer Compliance update to 2,400 contacts Employer webinar, 38 registered
  • CRM and pipelineYour own stages, from first call to signed client.
  • Agent Sam, built inProspecting done for you, with your approval.
  • DialerEvery call transcribed and logged on the record.
  • Email and event marketingCompliance updates and HR webinars that keep you top of mind.
  • Project managementEvery client onboarding tracked with tasks and owners.

Illustration. Deals and numbers are examples.

  • Import from your current CRM, we help
  • 2 users included, $25 each extra
  • 377M+ contacts and Agent Sam included

From $495 a month7 days free, no card required

Start your free trialExplore Sam OS →

Start with one. Add the others when you are ready.

Trusted by
Featured in
ForbesInc.HuffPostAINews

Built for peos

Read the employer’s growing pains the way you would.

Exclusive data sets, weighed for your segment and your services. Here is some of what Sam reads.

Headcount growthEmployers crossing key sizes
New states and locationsHiring across state lines
Funding and private placementsNew capital, new hiring
Compliance changesNew wage, leave, and scheduling rules
Leadership changesFirst HR leaders and new owners
Hiring patternsHigh turnover and reposted roles
AcquisitionsNew locations to bring together
Benefits pressureRetention and rising costs
  • 377M+verified B2B contacts
  • 71%of prospecting handled
  • 2016building since

Compare

Three ways to work with Sam.

Best ifYou have tools you like and need better timingYou need the prospecting doneYou want everything in one place
You getCompanies most likely in-market, decision-makers, a warm way inAn AI agent that finds, writes, and follows upCRM, dialer, marketing, success, and Agent Sam
Your current toolsKeep them. Data flows into any systemKeep themImport them, we help
Works withAny CRM or dialer, or Agent Sam and Sam OSYour CRM, or Sam OSEverything, on one record
Outreach by Agent SamAdd when readyIncludedIncluded
CRM, dialer, and marketingNot includedNot includedIncluded
PriceCustom, per marketFrom $195 a monthFrom $495 a month
Start withA discovery callA 7-day free trialA 7-day free trial

See your market, live.

A short discovery call. We show you which employers in your regions are most likely to outsource HR next.

Book a discovery call

Start training your agent today.

Free for 7 days. About 30 minutes to set up. No card required.

Start training your agent, free

Move your team onto Sam OS.

Free for 7 days. We help you bring your data over. No card required.

Start your free trial
  • 99.98% up-timeAlways on. Your pipeline never sleeps.
  • 10 years of sales AIBuilding since 2016.
  • All-covered supportReal humans, every plan, from day one.

FAQ

PEOs questions.

Which option is right for my team?

If you have a CRM and tools you like and need better timing, start with In-Market Data. If you know your market but do not have time to prospect, start with Agent Sam. If your contacts, outreach, and deals are spread across tools, start with Sam OS.

What does in-market mean for a PEO?

An employer most likely to outsource HR in the months ahead: new funding, hiring in new states, crossing a headcount threshold, or a new compliance burden. Sam weighs many signals for your services and ranks who is most likely in-market.

Does it work for small businesses, multi-state employers, and hospitality?

Yes. Sam is tuned to the employers you serve. Small business teams see growing companies most likely to need HR in one place, multi-state teams see employers hiring across state lines, and hospitality teams see high-turnover employers most likely to need compliance help.

Can In-Market Data go into my own CRM?

Yes. In-Market Data integrates with the system of your choice, such as Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, Zoho, your dialer, or a spreadsheet. Or send it to Agent Sam or Sam OS and let Sam reach out for you. The option is yours, and you can use both.

Can I keep my current CRM?

Yes. In-Market Data can feed your CRM or dialer. Agent Sam works alongside Salesforce, HubSpot, and others. On Sam OS, we help you import your contacts and history.

How is In-Market Data priced?

Per market, because every market is different. Each market has a limited number of seats, and some are already spoken for. A short discovery call settles it, and you see your market before you decide.

Does anything go out without my approval?

No. Agent Sam drafts every message and waits for you. Approve one at a time or in batches.

Can I start with one and add the others?

Yes. Many teams start with one and add the others later. Moving from Agent Sam to Sam OS keeps your Playbooks, contacts, and campaigns.