What area of your business deserves a second look right now? *

Healthcare and employee benefit costs

Payroll and HR administration

Recruiting, retention, or onboarding

Compliance and workforce risk

Disconnected systems or manual work

Cash flow, taxes, or operating costs

Owner continuity or business resilience

I am not sure where to start

Main Concern

What best describes your current healthcare and employee-benefit situation? *

Costs are rising and creating business pressure

Employees struggle with affordability, understanding, or access

We cannot offer the benefits we would like to offer

Participation or use is lower than expected

Benefits administration takes too much time

We do not currently offer employee benefits

Our current approach is working well

Not sure or not applicable

Benefits Situation

Which statement best describes your payroll and HR administration today? *

Routine work is predictable and mostly connected

Corrections or manual follow-up happen occasionally

Information is entered into multiple systems

Service or support problems consume too much time

Reporting or visibility is limited

Onboarding or employee changes are inconsistent

We are considering a provider or system change

Not sure or not applicable

Payroll & HR Situation

Where is people-related pressure showing up most? *

Hard-to-fill roles stay open too long

Turnover disrupts operations or adds manager burden

Onboarding varies by manager, location, or shift

New employees take too long to become fully productive

Benefits or the employee experience are not supporting retention

Managers spend too much time on employee administration

We are not experiencing significant people-related pressure

Not sure or not applicable

People & Onboarding

How confident are you that workforce responsibilities, records, and processes are handled consistently? *

Very confident—ownership and processes are clear

Mostly confident, with only a few minor gaps

Some responsibilities or processes are unclear

Practices vary by manager, location, shift, or state

Policies or records have not been reviewed recently

A recent issue has created concern

We do not currently have employees

Not sure

Workforce Process Confidence

How well do payroll, timekeeping, HR, benefits, onboarding, accounting, and employee information work together? *

They are well connected with minimal manual work

A few manual handoffs exist, but they are manageable

Spreadsheets or email are regularly used to bridge gaps

The same information is entered or corrected more than once

Reporting or reconciling information takes too much time

We are not sure what could or should be connected

Not sure or not applicable

Systems Connection

When did someone last review major workforce costs and operational friction together—not one provider at a time? *Coordinated Cost Review

If the owner or another key leader were unavailable for 30 days, how well could the business continue? *

The business would continue with minimal disruption

Responsibilities are documented, but some disruption would occur

The team could continue, but important knowledge or decisions would be missing

Significant disruption would likely occur

Daily operations depend heavily on one key person

We have a continuity plan, but it has not been reviewed recently

Not sure or not applicable

Owner and Key-Person Continuity

How soon would you like to take a closer look? *Timing

First Name *

Last Name *

Business Name *

Email *

Phone

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