Cross-Platform Application Form Development
Budget: $10 – $30 USD
SECTION 1 — BUSINESS INFORMATION
Business Name: _________________________________
Owner / Primary Contact Name: _________________________________
Email Address: _________________________________
Phone Number: _________________________________
Business Address: _________________________________
Website (if applicable): _________________________________
Number of Employees: _________________________________
Industry / Type of Business: _________________________________
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SECTION 2 — CURRENT HR SITUATION
Do you currently have HR support?
☐ Yes ☐ No ☐ Partial / Outsourced
Which HR areas do you need help with?
☐ Compliance & Policies
☐ Hiring & Recruitment
☐ Onboarding Systems
☐ Employee Relations
☐ Performance Management
☐ HR Technology Setup
☐ Other: ___________________________________________
Describe your biggest HR challenge right now:
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SECTION 3 — COMPLIANCE & DOCUMENTATION
Have you had any recent HR issues?
(Examples: terminations, conflicts, compliance concerns)
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Do you currently use HR or payroll software?
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Which documents do you currently have?
☐ Employee Handbook
☐ Code of Conduct
☐ Attendance & PTO Policy
☐ Anti‑Harassment Policy
☐ Disciplinary Action Process
☐ Job Descriptions
☐ Signed Acknowledgments
☐ None
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SECTION 4 — HIRING & ONBOARDING
Are you currently hiring?
☐ Yes ☐ No
If yes, list the roles:
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Do you have a structured onboarding process?
☐ Yes ☐ No ☐ Needs improvement
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SECTION 5 — EMPLOYEE RELATIONS
Are there any ongoing employee concerns or conflicts?
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Do you need support with coaching, corrective action, or documentation?
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SECTION 6 — PERFORMANCE MANAGEMENT
Do you currently have a performance review process?
☐ Yes ☐ No ☐ Needs improvement
Do you use KPIs or development plans?
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SECTION 7 — ADDITIONAL DETAILS
Anything else you want me to know about your business or team?
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SECTION 8 — CONSULTATION SCHEDULING
Preferred consultation time:
☐ Morning ☐ Afternoon ☐ Evening
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SIGNATURE
I confirm that the information provided is accurate to the best of my knowledge.
Name: ___________________________________________
Date: ___________________________________________
Business Name: _________________________________
Owner / Primary Contact Name: _________________________________
Email Address: _________________________________
Phone Number: _________________________________
Business Address: _________________________________
Website (if applicable): _________________________________
Number of Employees: _________________________________
Industry / Type of Business: _________________________________
---
SECTION 2 — CURRENT HR SITUATION
Do you currently have HR support?
☐ Yes ☐ No ☐ Partial / Outsourced
Which HR areas do you need help with?
☐ Compliance & Policies
☐ Hiring & Recruitment
☐ Onboarding Systems
☐ Employee Relations
☐ Performance Management
☐ HR Technology Setup
☐ Other: ___________________________________________
Describe your biggest HR challenge right now:
---
---
---
SECTION 3 — COMPLIANCE & DOCUMENTATION
Have you had any recent HR issues?
(Examples: terminations, conflicts, compliance concerns)
---
Do you currently use HR or payroll software?
---
Which documents do you currently have?
☐ Employee Handbook
☐ Code of Conduct
☐ Attendance & PTO Policy
☐ Anti‑Harassment Policy
☐ Disciplinary Action Process
☐ Job Descriptions
☐ Signed Acknowledgments
☐ None
---
SECTION 4 — HIRING & ONBOARDING
Are you currently hiring?
☐ Yes ☐ No
If yes, list the roles:
---
Do you have a structured onboarding process?
☐ Yes ☐ No ☐ Needs improvement
---
SECTION 5 — EMPLOYEE RELATIONS
Are there any ongoing employee concerns or conflicts?
---
Do you need support with coaching, corrective action, or documentation?
---
---
SECTION 6 — PERFORMANCE MANAGEMENT
Do you currently have a performance review process?
☐ Yes ☐ No ☐ Needs improvement
Do you use KPIs or development plans?
---
---
SECTION 7 — ADDITIONAL DETAILS
Anything else you want me to know about your business or team?
---
---
---
SECTION 8 — CONSULTATION SCHEDULING
Preferred consultation time:
☐ Morning ☐ Afternoon ☐ Evening
---
SIGNATURE
I confirm that the information provided is accurate to the best of my knowledge.
Name: ___________________________________________
Date: ___________________________________________