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1. Application for Strategic Partnership Consideration

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* 1. Contact Information:

Name:

Organization:

Address:

Address 2:

City/Town:

State:

ZIP/Postal Code:

Email Address:

Phone Number:

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* 2. Which of the following services are also currently offered or are within your capabilities? (Check all that apply)

Background Checks / Employment Screening

Business Advice and Guidance (based on accounting numbers, trends and analysis)

Payroll Services

People and Process Related Services (HR, recruitment, change management, process improvement, fraud/internal controls, succession planning, etc.)

Financial Services

Other (please specify)

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* 3. How significant are the following challenges for your firm?

	Not significant	Slightly significant	Significant	Very significant	Extremely significant
Getting new clients	Getting new clients Not significant	Getting new clients Slightly significant	Getting new clients Significant	Getting new clients Very significant	Getting new clients Extremely significant
Retaining existing clients (and cross-marketing additional services that address unmet client needs)	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Not significant	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Slightly significant	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Significant	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Very significant	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Extremely significant

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* 4. How well are you CURRENTLY meeting the following challenges for your firm?

	Need to do MUCH better	Could use SOME improvement	Doing OK	The STATUS QUO is pretty good	Things couldn't be better
Getting new clients	Getting new clients Need to do MUCH better	Getting new clients Could use SOME improvement	Getting new clients Doing OK	Getting new clients The STATUS QUO is pretty good	Getting new clients Things couldn't be better
Retaining existing clients (and cross-marketing additional services that address unmet client needs)	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Need to do MUCH better	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Could use SOME improvement	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Doing OK	Retaining existing clients (and cross-marketing additional services that address unmet client needs) The STATUS QUO is pretty good	Retaining existing clients (and cross-marketing additional services that address unmet client needs) Things couldn't be better

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* 5. What best describes the scope of your responsibility?

Managing Partner / Principal / President

Executive in Charge of Business Development (Sales and Marketing)

Consultant

Other

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* 6. How many employees represent your firm?

2-10

11-50

51-100

101-250

Over 250

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* 7. How significant are the following challenges for YOUR CLIENTS and the companies they work for?

	Not significant	Slightly significant	Significant	Very significant	Extremely significant
Getting more done with fewer people/Controlling labor costs	Getting more done with fewer people/Controlling labor costs Not significant	Getting more done with fewer people/Controlling labor costs Slightly significant	Getting more done with fewer people/Controlling labor costs Significant	Getting more done with fewer people/Controlling labor costs Very significant	Getting more done with fewer people/Controlling labor costs Extremely significant
Increasing revenue/Sales	Increasing revenue/Sales Not significant	Increasing revenue/Sales Slightly significant	Increasing revenue/Sales Significant	Increasing revenue/Sales Very significant	Increasing revenue/Sales Extremely significant
Reducing / minimizing work comp. costs	Reducing / minimizing work comp. costs Not significant	Reducing / minimizing work comp. costs Slightly significant	Reducing / minimizing work comp. costs Significant	Reducing / minimizing work comp. costs Very significant	Reducing / minimizing work comp. costs Extremely significant
Work quality	Work quality Not significant	Work quality Slightly significant	Work quality Significant	Work quality Very significant	Work quality Extremely significant
Hiring/Firing mistakes (frequency, severity & costs)	Hiring/Firing mistakes (frequency, severity & costs) Not significant	Hiring/Firing mistakes (frequency, severity & costs) Slightly significant	Hiring/Firing mistakes (frequency, severity & costs) Significant	Hiring/Firing mistakes (frequency, severity & costs) Very significant	Hiring/Firing mistakes (frequency, severity & costs) Extremely significant
Speed & cost of recruiting	Speed & cost of recruiting Not significant	Speed & cost of recruiting Slightly significant	Speed & cost of recruiting Significant	Speed & cost of recruiting Very significant	Speed & cost of recruiting Extremely significant
Unwanted employee turnover	Unwanted employee turnover Not significant	Unwanted employee turnover Slightly significant	Unwanted employee turnover Significant	Unwanted employee turnover Very significant	Unwanted employee turnover Extremely significant
Employee Theft (fake injuries, time, expense accounts, products, etc)	Employee Theft (fake injuries, time, expense accounts, products, etc) Not significant	Employee Theft (fake injuries, time, expense accounts, products, etc) Slightly significant	Employee Theft (fake injuries, time, expense accounts, products, etc) Significant	Employee Theft (fake injuries, time, expense accounts, products, etc) Very significant	Employee Theft (fake injuries, time, expense accounts, products, etc) Extremely significant
Conflict between employees and supervisors	Conflict between employees and supervisors Not significant	Conflict between employees and supervisors Slightly significant	Conflict between employees and supervisors Significant	Conflict between employees and supervisors Very significant	Conflict between employees and supervisors Extremely significant
Career path/Succession planning to prepare people in advance	Career path/Succession planning to prepare people in advance Not significant	Career path/Succession planning to prepare people in advance Slightly significant	Career path/Succession planning to prepare people in advance Significant	Career path/Succession planning to prepare people in advance Very significant	Career path/Succession planning to prepare people in advance Extremely significant

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* 8. How would you describe the SIZE of YOUR IDEAL BUSINESS CLIENT?

Micro: Under 10 employees

Small: 11-75 employees

Medium: 76-1000 employees

Large: Over 1000 employees

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* 9. How well do your clients respond to the following communication channels?

	Completely ignore it	Might get their attention once in a while	They seem to pay attention	They pay much closer attention	They LOVE it, pay close attention and share these communications with others!
Emails	Emails Completely ignore it	Emails Might get their attention once in a while	Emails They seem to pay attention	Emails They pay much closer attention	Emails They LOVE it, pay close attention and share these communications with others!
Electronic and/or Printed Newsletters	Electronic and/or Printed Newsletters Completely ignore it	Electronic and/or Printed Newsletters Might get their attention once in a while	Electronic and/or Printed Newsletters They seem to pay attention	Electronic and/or Printed Newsletters They pay much closer attention	Electronic and/or Printed Newsletters They LOVE it, pay close attention and share these communications with others!
U.S. Mail	U.S. Mail Completely ignore it	U.S. Mail Might get their attention once in a while	U.S. Mail They seem to pay attention	U.S. Mail They pay much closer attention	U.S. Mail They LOVE it, pay close attention and share these communications with others!
Website / Blog	Website / Blog Completely ignore it	Website / Blog Might get their attention once in a while	Website / Blog They seem to pay attention	Website / Blog They pay much closer attention	Website / Blog They LOVE it, pay close attention and share these communications with others!
Webinars	Webinars Completely ignore it	Webinars Might get their attention once in a while	Webinars They seem to pay attention	Webinars They pay much closer attention	Webinars They LOVE it, pay close attention and share these communications with others!
Face to Face Meetings	Face to Face Meetings Completely ignore it	Face to Face Meetings Might get their attention once in a while	Face to Face Meetings They seem to pay attention	Face to Face Meetings They pay much closer attention	Face to Face Meetings They LOVE it, pay close attention and share these communications with others!
Pinterest	Pinterest Completely ignore it	Pinterest Might get their attention once in a while	Pinterest They seem to pay attention	Pinterest They pay much closer attention	Pinterest They LOVE it, pay close attention and share these communications with others!
Facebook	Facebook Completely ignore it	Facebook Might get their attention once in a while	Facebook They seem to pay attention	Facebook They pay much closer attention	Facebook They LOVE it, pay close attention and share these communications with others!
Twitter	Twitter Completely ignore it	Twitter Might get their attention once in a while	Twitter They seem to pay attention	Twitter They pay much closer attention	Twitter They LOVE it, pay close attention and share these communications with others!
YouTube	YouTube Completely ignore it	YouTube Might get their attention once in a while	YouTube They seem to pay attention	YouTube They pay much closer attention	YouTube They LOVE it, pay close attention and share these communications with others!

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* 1. Contact Information:

Question Title

* 2. Which of the following services are also currently offered or are within your capabilities? (Check all that apply)

Question Title

* 3. How significant are the following challenges for your firm?

Question Title

* 4. How well are you CURRENTLY meeting the following challenges for your firm?

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* 5. What best describes the scope of your responsibility?

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* 6. How many employees represent your firm?

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* 7. How significant are the following challenges for YOUR CLIENTS and the companies they work for?

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* 8. How would you describe the SIZE of YOUR IDEAL BUSINESS CLIENT?

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* 9. How well do your clients respond to the following communication channels?

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* 10. What do you think is the #1 reason your clients prefer you to your competitors?