Client Survey

Company Name

Company Website

Name of Primary Contact

Email Address

Phone Number

Number of Employees (FTE's)

Years in Business

Current # of Contracts

Govt Agencies (ex. DoD, NHS, NASA)

Are you currently a Prime Contractor? (Yes or No)

What states do you currently operate in?

Services your Company would be interested in (Select any):

Do you currently have dedicated internal Recruiter(s)

Yes

No

Do you currently have an Applicant Tracking System (ATS) that is utilized for candidate tracking and communication?

Yes

No

Not sure

What ATS do you use?

Please select the recruiting services that are most important to you

I want full cycle recruiting (all of the below)

Sourcing candidates

Building pipeline for future

Social Media presence

Maintaining and posting current jobs

Scheduling interviews with our company

Coordinating with prime or customer for interviews/selection

Creating job descriptions and publishing to various platforms

Do you currently have any recruiting or headhunting arrangements with other firms? If yes, please describe

Do any of your openings require a security clearance?

What types of roles do you fill (list primary job titles)

Describe your goals or outcomes with recruiting (optional)

Do you have internal staff supporting HR functions currently? If so, which functions?

Describe why you are seeking HR support? What goals do you have?

Which HR Services are most important to you?

Compliance with State and Federal Laws

Employee Handbook, Policies and Forms

Employee Relations

Benefits Enhancements

HR and Benefits Administration (onboard and maintain day-to-day needs)

Employee Engagement

HR System support

HR system implementation

Strategic Planning for HR (growth phase)

Which agency(ies) are you pursuing future business with?

Is there a specific RFP that you are currently pursuing that you are seeking support on?

Yes

No

Please describe the current RFP, including agency, name, type of work, etc

When is the RFP expected to drop?

When is the RFP due? (Anticipated due date)

Please select the option that applies to this RFP

Do you have a Cost Proposal expert lined up?

Yes

Not yet

No, we would like a referral

Do you have a budget in mind for this effort? (provide max or range)

Which types of services do you feel you would need?

Are you currently a prime contractor?

Yes

No

Pending award

Do you currently have capabilities, win themes and differentiators developed for your company? Please describe.

What kind of contracts do you have? (select all that apply)

Current Prime Contracts

Pursuing Prime Contracts

Subcontracts to your Prime

You are a Subcontractor to other Primes

Task orders/modification contracts (mods)

Internal proprietary contracts (NDAs, etc)

Do you have, or have you had, an experienced contracts manager for your company?

Yes, currently

Yes, in the past

No

Do you currently have published Contract Management Procedures and Compliance policies? Please describe

What is your current website address? (list none if you do not have a site)

Are your current contracts audited and properly documented, or do you need assistance with this? Please describe.

Describe any goals you have for the new website:

Are there any websites that you love, please share link and explain what you like about it, or describe what style of site you prefer.

What storage system(s) do you use for contracts (could be as simple as Google Drive)? Please list:

Do you have specific functionalities you would like for your site (employee portal setup, registrations/payments, etc)

Would you like hosting services for your site that are secure and well maintained?

Yes

No

I would like to discuss this option

Would you like Search Engine Optimization for your website?

Yes

No

Not sure, would like to learn more

Please select all the social media sites you currently have:

How frequently do you post social media content to your site(s)

Every day

At least once a week

Rarely (less than 2 per month)

Never

Describe your company's 'personality' or vibe, what message would you want to convey to your audience about you and your company?

What are your goals for marketing services?

Please describe your goals with Capture/Business Development.

Do you currently have, or have you ever had, capture and/or business management services or staff in your company

Yes, currently

In the past

Never

Please list any agencies or specific work you are currently pursuing?

Do you have any internal products or solutions you are promoting (via white paper, innovation concepts, etc)?

What are your primary areas of expertise?

Do you have a budget in mind for this effort? (provide max or range)

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