Client Intake Form

Thank you for your interest in our intro. IT and HR Small Business package.

Please fill out the below form to the best of your ability. This form must be completed 48 hours prior to your consultation time.

First Name

Last Name

Phone Number

Company

Company Address

Industry

Number of Employees (current and projected)

Do you currently have any HR policies/handbooks in place? Required

Yes

What are your top priorities for HR support? (e.g., Hiring, Compliance, Employee Retention, Culture Building, etc.)

Do you have any pressing HR concerns or challenges? (Please describe)

What are your long-term goals for your HR structure? (e.g., Scaling the team, establishing formal HR processes)

Are you interested in receiving a FREE monthly newsletter featuring the latest employment news and training opportunities? Required

Yes

What is the current technology you use? (software & hardware)

What are your primary IT concerns or challenges? (e.g., Data security, system integration, remote work setup)

What role do you see technology playing in your business growth over the next 1-3 years

Are you subject to any industry-specific regulations (e.g., HIPAA, GDPR) that require IT compliance? If so, please list below.

Thank you!

We will send you an email shortly to schedule a call!