BUSINESS CONSULTING & HR CLIENT INTAKE FORM
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Business Overview
Legal Business Name
Industry
How long has your business been operating?
Please Select
Less than 1 year
1–3 years
3–5 years
5–10 years
10+ years
Number of Employees
Current Annual Revenue Range
Please Select
Under $250k
$250k–$500k
$500k–$1M
$1M–$5M
$5M+
Services or Products Provided
Primary Target Market
Leadership & Structure
Describe your current organizational structure.
Do you have a defined leadership team?
Yes
No
Are roles and responsibilities clearly documented?
Yes
No
Do you have written job descriptions for all positions?
Yes
No
Do you have an employee handbook?
Yes
No
If Yes: Please upload your current employee handbook.
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Are company policies formally documented?
Yes
No
Hiring & Talent Acquisition
Are you currently hiring or planning to hire within the next 6–12 months?
Yes
No
If Yes: Which positions are you hiring for?
What positions are most difficult to fill?
How do you currently recruit candidates?
Job Boards
Social MediA
Recruiters
Referrals
Internal Promotions
Other
Do you have a structured interview process?
Yes
No
Do you conduct background checks?
Yes
No
Do you have a formal onboarding process?
Yes
No
Employee Management & Performance
Do you conduct formal performance reviews?
Yes
No
If Yes: How often are performance reviews conducted?
Please Select
Quarterly
Bi-Annually
Annually
As Needed
Do you use performance metrics or KPIs?
Yes
No
Are there current employee performance concerns?
Yes
No
If Yes: Please describe the concerns.
Are you experiencing high employee turnover?
Yes
No
What is your average employee retention rate?
Compliance & Risk
Are you compliant with federal and state labor laws?
Yes
No
Not Sure
Are employee classifications (W-2 vs. 1099) accurate?
Yes
No
Not Sure
Do you maintain proper I-9 documentation for all employees?
Yes
No
Are payroll and overtime practices compliant?
Yes
No
Not Sure
Have you received any labor-related complaints or claims?
Yes
No
If Yes: Please describe the issue(s).
Have you experienced workplace disputes or legal issues?
Yes
No
If Yes: Please provide details.
Compensation & Benefits
How are employee salaries determined?
Do you offer bonuses or incentive programs?
Yes
No
If Yes: Please describe the structure.
Do you offer employee benefits?
Yes
No
If Yes: Select all that apply:
Please Select
Health Insurance
Dental
Vision
401(k)
Paid Time Off
Commissions
Other
Are you satisfied with your current compensation structure?
Yes
No
Company Culture & Engagement
How would you describe your company culture?
Are there morale or engagement challenges?
Yes
No
If Yes: Please describe the challenges.
Do you conduct employee satisfaction surveys?
Yes
No
Are internal communication channels effective?
Yes
No
Needs Improvement
Are there recurring conflicts between departments or team members?
Yes
No
If Yes: Please explain.
Operations & Growth Strategy
What are your top three business challenges right now?
What operational bottlenecks are slowing growth?
Do you have documented Standard Operating Procedures (SOPs)?
Yes
No
Are there processes that need automation or restructuring?
Yes
No
If Yes: Please identify the processes.
Revenue goals for the next 12 months
Expansion plans (new markets, products, locations)
Financial & Strategic Planning
Do you have a formal business plan?
Yes
No
Do you have a documented strategic growth roadmap?
Yes
No
Are annual budgets prepared?
Yes
No
Do you track key financial performance indicators (KPIs)?
Yes
No
Which areas of the business are underperforming financially?
Consulting Goals
Why are you seeking business consulting or HR support at this time?
What specific outcomes are you hoping to achieve?
What would success look like after working together?
Are there urgent issues requiring immediate attention?
Yes
No
If Yes: Please describe the urgency.
Additional comments or information
Authorized Representative Name
Title
Signature
Date
-
Month
-
Day
Year
Date
Providing complete and accurate information ensures proper financial reporting and compliance.
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