Client Discovery Form

We specialize in providing expert back office and business administration support that helps organizations run smoothly behind the scenes. This form will help us understand your unique staffing needs.

Please share as much detail as possible in your responses — the more we know, the better we can tailor your staffing solution.
About You & Your Organization
Name*

First NameLast Name
Email*
example@example.com
Phone Number
Please enter a valid phone number.
Company Name*
Company Website (optional)
What type of organization are you?*

Small BusinessMental Health AgencyGovernment Agency
Industry/ Type of Business
Type of Practice
Level of Government
Please Specify Business Type
Please Specify Practice Type
Please Specify Level of Government
Staffing Needs
Which roles are your looking to hire for? (Select all that apply)*

Administrative AssistantExecutive AssistantProject CoordinatorBookkeeper/ Accounting ClerkPayroll SpecialistIntake CoordinatorCustomer Support/ Help DeskData Entry SpecialistScheduling CoordinatorMarketing AssistantOther
Which roles are your looking to hire for? (Select all that apply)*

Administrative AssistantBilling & Claims SpecialistIntake CoordinatorCase Manager AssistantMedical Records ClerkScheduling CoordinatorE- Record Health SpecialistQuality Assurance SpecialistOther
Administrative Assistant
Handles daily administrative tasks, including scheduling, correspondence, and document management, ensuring smooth operations.
Executive Assistant
Supports leadership with calendar management, communications, and project coordination, optimizing executive time.
Project Coordinator
Plans, organizes, and tracks projects, coordinating resources and team efforts to ensure timely, accurate outcomes.
Bookkeeper / Accounting Clerk
Maintains financial records, processes transactions, and prepares reports to ensure accuracy, compliance, and operational clarity.
Payroll Specialist
Manages payroll processes, ensuring accurate, timely compensation and secure handling of sensitive information.
Intake Coordinator
Guides new clients through intake processes, managing documentation, communication, and scheduling for seamless onboarding.
Customer Support / Help Desk
Provides timely assistance to clients and staff, resolving inquiries and supporting operational efficiency.
Data Entry Specialist
Accurately inputs and maintains records and data, supporting operational accuracy and reporting.
Scheduling Coordinator
Manages calendars, appointments, and resource allocation to optimize workflow and time management.
Marketing Assistant
Supports marketing and communications initiatives, including content creation, campaign tracking, and audience engagement.
Billing & Claims Specialist
Processes invoices, payments, and financial claims with accuracy, ensuring compliance and minimizing errors.
Case Manager Assistant
Supports client services by tracking interactions, managing follow-ups, and assisting with administrative tasks.
Records Clerk
Maintains accurate and organized records, ensuring data integrity, accessibility, and confidentiality.
QA Specialist
Ensures processes and deliverables meet quality standards, identifies areas for improvement, and maintains operational consistency.
E-Record Health Specialist
Manages electronic records with accuracy, organization, and secure access to support efficient workflows and data integrity.
How many positions are you looking to fill for your organization?*
Is this a full-time, part-time need?*

Full-timePart-time
How many hours per week do you anticipate needing support?*

5–10 hours/week11–20 hours/week21–30 hours/week31+ hours/weekOther
What's your ideal timeline for getting someone started?*

Immediately (within 1 week)Soon (within 2–3 weeks)Flexible (within 1–2 months)Other
Do you have any preferred skills, certifications, or experience for these roles?
Expected Hourly Pay Rate*
Expected Contract Length*

About You & Your Organization

Staffing Needs