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Intake Form
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What’s the name of your company?
Who should we reach out to? (Your name)
Who should we reach out to? (Your name)
First Name
First Name
Last Name
Last Name
Where can we email you?
And your phone number?
How Would You Like Us to Connect With You?
Send me an email
Give me a call
Let’s set up a video call
I’d prefer an in-person meeting
How big is your team?
Just starting out (1-10 employees)
Small but growing (11-50 employees)
Established (51-200 employees)
Thriving (201-500 employees)
Large-scale operation (500+ employees)
What Industry Are You In?
Entertainment
Professional services
Manufacturing
Finance
Healthcare or pharmaceuticals
Higher education
Nonprofit
Architecture or design
Other (Tell us your industry!)
What’s Your Current HR Setup Like?
We don’t have an HR team yet.
We have an in-house HR team.
We already work with an external HR provider.
It’s a mix of in-house and outsourced HR support.
What Are Your Biggest HR Challenges?
Finding and keeping great talent
Staying compliant with employment laws
Helping employees perform at their best
Creating HR policies or an employee handbook
Managing benefits for your team
Handling payroll smoothly
Training and upskilling employees
Something else? Let us know!
Tell us more about your biggest HR Challenges?
What Kind of HR Support Are You Looking For?
Recruitment and staffing
HR advice or consulting
A smooth onboarding process for new hires
Employee training and development programs
Tools for performance reviews
Help with managing benefits
Payroll outsourcing
HR software or tech solutions
Got something specific in mind?
Wnat do you have in mind?
What’s the #1 HR Priority You’d Like Us to Help With?
How Soon Do You Need Help?
ASAP (within a month)
In the next 1-3 months
A little later (3-6 months)
No rush (6+ months)
Do You Have a Budget in Mind?
Less than $5,000
$5,000 - $10,000
$10,000 - $25,000
Over $25,000
Not sure yet
Did we miss anything you would like to share?
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