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HR-Simplified - N8N Lead Intel Form (#8)
Section A
Section B
Section C
Section D
Section E
SECTION A:
Organisational Profile
Company Name
Trading Name if different
Contact Person
Position
Contact Number
Email Address
Industry / Sector
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SECTION B:
HR Solution Setup
Primary HR Need
- Select -
Industrial Relations (Disputes/CCMA)
Payroll Outsourcing
Recruitment
General HR Admin
Retainer Package
Current Setup
- Select -
No HR Function
Internal HR (Overloaded)
Other External Provider
Contract Type Interested In
- Select -
Ad-hoc (Pay as you go)
6 Month Retainer
12 Month Retainer
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SECTION C:
Urgency & Partnership
Estimated Monthly Budget / Contract Value
When do you need us to step in?
Describe your current HR 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 HR-Simplifed / 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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