Client Intake Form — HR Consulting

Section 01

Organization Details

Company Name *

Industry *

Company Size *

Years in Operation

Headquarters Location *

Website

Section 02

Primary Contact

First Name *

Last Name *

Job Title *

Department

Email Address *

Phone Number

Preferred Contact Method

Email Phone Video Call Any

Section 03

HR Needs & Challenges

Describe Your Primary Challenge *

Current HR Infrastructure

No HR team 1–3 HR staff 4–10 HR staff 10+ HR staff

Urgency of Need

Immediate (ASAP) Within a month This quarter Still planning

Section 04

Engagement Preferences

Preferred Engagement Type

Project-based (defined scope & deliverable) Ongoing retainer / fractional HR support Workshop or training session Assessment or audit only Unsure — need guidance

Estimated Budget Range

$25,000

< $5k $25k $50k $100k+

Preferred Meeting Format

Remote / virtual On-site Hybrid

Anticipated Project Timeline

How Did You Hear About Us?

Anything Else You'd Like Us to Know

New Client
Intake Form

Organization Details

Primary Contact

HR Needs & Challenges

Engagement Preferences

Form Submitted

New ClientIntake Form

Organization Details

Primary Contact

HR Needs & Challenges

Engagement Preferences

Form Submitted

New Client
Intake Form