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KVR Consulting - N8N Lead Intel Form (#7)
Section A
Section B
Section C
Section D
Section E
SECTION A:
Organisation Profile
Registered Company Name
Trading Name if different
Contact Person
Position
Contact Number
Email Address
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SECTION B:
Compliance & Needs Analysis
Which strategic solution do you require?
- Select -
Employment Equity (EE)
Skills Development Facilitation (SDF)
Bursary/Internship Coordination
Grant Coordination
IR & HR Consulting
Current Total Staff Complement?
Have you submitted your WSP/ATR for this year?
Yes
No
Unsure
Are you a designated employer for EE purposes?
Yes
No
Unsure
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SECTION C:
Strategic Value
Estimated Project / Grant Value
How urgent is this compliance requirement?
- Select -
Immediate (Risk of Fine)
Upcoming Deadline
Strategic Planning
Additional Context / Challenges
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SECTION D:
Qualification & Routing
Referrer
How did you (the referrer) come across this lead / connection?
Has this lead been contacted before by KVR / any affiliate?
Yes
No
If yes, brief summary: “When / by whom / outcome”
Priority / Urgency level
Low
Medium
High
Which geography / province / region is service expected to be delivered?
Mode of delivery preference (if known)
In-person
Online
Hybrid
On-site
Is the lead currently willing to have a discovery / consultation call?
Yes
No
If yes: preferred dates / times
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SECTION E:
Permissions, Terms & Tracking
Lead’s consent to be contacted
I (or organisation) consent to being contacted by KVR / its representatives regarding this opportunity.
Referral terms acknowledgement
I understand that, if this referral leads to a converted project, I (the referrer) will be eligible for 5 % of the project value as per KVR’s referral policy.
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Client Name
INTEL_NODE: #
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Project Information Sheet
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Admin & Client
Compliance & Finance
Intervention & Learners
Demographics
Logistics
Report & Debrief
Client Name
Trading As
Project Admin Name
Project Admin Email
Project Manager 1
PM 1 Email
Project Owner (Sales)
Client Relations Manager
Project Priority
Low
Medium
High
Critical
Project Code
SLA Number
Company Reg Number
VAT Number
SDL Number
SETA Levies Paid?
Yes
No
N/A
PAYE Number
UIF Reg Number
Payment Terms
KVR Disburse Stipend?
Yes
No
Stipend Amount
Business Address
Type of Intervention
Learnership
Skills Program
Short Course
Bursary
Other
Intervention (Other)
Qualification Name
SETA
Number of Learners
Learners Completed
Learners Not Yet Completed
Learners Competent
Learners Not Competent
Number of Groups
Type of Learner
18.1 (Employed)
18.2 (Unemployed)
Mixed
Funded / Unfunded
Funded
Unfunded
Reason for Intervention
Category
African
Coloured
Indian
White
PWD Male
PWD Female
Able Male
Able Female
Recruitment Required?
Yes
No
Hosting Needed?
None
KVR Hosted
Client Hosted
External
Training Modality
Face to Face
Online
Hybrid
Start Date (Required)
Training Venue Details
Material Delivery Address
QA Coordinator
Recruitment Coordinator
Scoping Session Date
Internal Debrief Date
Debrief Comments
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