Client Application Form

Work Style
How open is your organization to exploring creative or innovative solutions to problems?
Can you describe your company's culture and values around collaboration, communication, and continuous improvement?
What is your perspective on leveraging technology to enhance productivity and collaboration?

Company Purpose and Values
What is your purpose as a company?*
What is your company’s mission statement, and how does it reflect your commitment to social responsibility?*
What are the core values that guide your business decisions and practices?*
What long-term goals does your company have that go beyond profit?*

About Your Community Impact
What communities do you consider yourself a part of?*
How does your company engage with the community? Please provide examples of initiatives or programs.*
What sustainable practices does your company implement to minimize its environmental impact?*
Does your company participate in charitable giving or community service? If so, please describe your involvement.*

Community References
We would like to talk to a couple of people in the community who know you from another person's perspective. Please share some references with us.
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
What is this person's relationship to your organization? What do you think they will tell us about your company?
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
What is this person's relationship to your organization? What do you think they will tell us about your company?

Employee Care
Do you have any W2 employees?*

YesNo
Describe your commitment to diversity, equity, inclusion, and belonging in your workplace. If you have a DEI Statement already written, feel free to paste it here.*
How do you improve the lives of your employees?*
What benefits do you offer employees?*
How would you describe your workplace culture? What initiatives do you have in place to support employee well-being?*
What strategies do you employ to promote diversity and inclusion within your workforce?*
What opportunities for professional development and career advancement do you provide for your employees?*
What mechanisms do you have in place for employees to provide feedback on your company’s practices?*

Employee References
We would like to talk to a couple of your employees to verify what you are sharing with us, and to get to know you from an employee's perspective. Please share some references.
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Please provide context about this employee. What do you think they will share us about you as an employer?
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Please provide context about this employee. What do you think they will share us about you as an employer?

New Direct Client Application