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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
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