Payroll cleanup intake that asks what your team actually needs to know
Your intake asks prospective clients what kind of payroll issue they're dealing with, how many pay periods and employees are affected, and whether a tax agency has already sent a notice, then requests prior payroll reports before anything reaches your CRM.
The exact intake your payroll cleanup leads complete
This is the real 6-question guided intake for Payroll Cleanup — the same flow your customers finish before you ever pick up the phone.
What a qualified payroll cleanup lead should tell you
Correcting historical payroll errors, such as misclassified workers, missing tax filings, or bad data from a system switch, so a new provider inherits accurate records rather than a mess.
- Best Describes Payroll Issue
- Many Pay Periods Or
- Many Employees Or Workers
- Received Any Notice From
- Have Access Prior Payroll
- Authorized Make Decisions About
The questions your team needs answered
Every payroll cleanup intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes the payroll issue you need cleaned up? | The specific type of payroll issue determines both the weight of the lead and the kind of expertise the engagement will require, from misclassification review to filing corrections. |
| How many pay periods or months are affected by this issue? | How many pay periods are affected indicates whether this is a quick fix or a multi-month reconstruction, which shapes the scope of the consultation. |
| How many employees or workers are involved in this cleanup? | The number of employees involved directly affects how much work the cleanup will take and how it should be priced. |
| Have you received any notice from a tax agency about this payroll issue? | A tax agency notice means there's likely a compliance deadline already running, so this answer carries the highest weight in the catalog. |
| Do you have access to prior payroll records or reports needed for this cleanup? | Without access to prior payroll records, the cleanup is much harder to scope accurately, so this answer lowers the score when the answer is no. |
| Are you authorized to make decisions about payroll corrections for this entity? | If the respondent can't authorize corrections for the entity, you're not yet talking to the person who can approve or pay for the engagement. |
How Cliont scores payroll cleanup leads
Every answer is weighted automatically — no manual review required.
Value signals
- Worker misclassification
- Incorrect pay or hours records
- Missing or late payroll tax filings
- Duplicate or missing employee payments
- Errors from switching payroll systems
- Not sure
See the lead your team receives
Payroll Cleanup Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for payroll cleanup workflows
| Cliont capability | Payroll Cleanup application |
|---|---|
| Weighted answer scoring | Missing or late payroll tax filings and worker misclassification answers carry more weight than 'errors from switching systems,' so leads with the highest compliance exposure surface first. |
| Conditional document requests | The intake can prompt for prior payroll reports and any tax agency notice specifically when the client indicates they've received one, rather than asking for generic paperwork upfront. |
| Authorization flagging | When the respondent isn't authorized to approve payroll corrections, that lead is still captured but marked for a follow-up with the right contact instead of being scoped as ready to quote. |
| CRM routing | Once issue type, pay period range, and employee count are captured, the qualified cleanup lead lands in your CRM with those specifics attached instead of a blank inquiry. |
Common payroll cleanup lead scenarios
Tax agency notice already on file
The client flags a missing or late payroll tax filing and confirms they've already received a notice from a tax agency, which the intake scores as high-priority given the compliance clock.
Multi-year misclassification across a large team
Worker misclassification spanning a year or more with 21+ employees involved signals a large, complex cleanup that needs real scoping before a consultation is booked.
New client after a system migration
Errors from switching payroll systems over just a few months and a small team point to a narrower, faster cleanup than a multi-year misclassification case.
Inquiry from someone without sign-off
The person filling out the intake isn't authorized to approve payroll corrections for the entity, which the intake captures so you know to loop in the actual decision-maker before quoting work.
Client isn't sure what's wrong
The client selects 'Not sure' for the payroll issue and doesn't know how many pay periods are affected, so the lead still comes through but scored lower until you gather more detail.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More payroll services intake templates
Payroll Cleanup lead-intake FAQs
How does the intake handle clients who don't know what's wrong with their payroll?
The intake includes a 'Not sure' option for the type of payroll issue, which carries a lower weight than specific problems like misclassification or missing filings, so vague leads still come through but rank below clearly scoped ones.
What happens if a client has already received a notice from a tax agency?
That question carries one of the highest weights in the catalog, so a 'yes' answer pushes the lead toward the top of your queue since agency notices usually mean deadlines are already running.
Can the intake tell if the person filling it out is actually authorized to approve corrections?
Yes, the intake asks directly whether the respondent can make decisions about payroll corrections for the entity, and a 'no' answer scores lower so you know to confirm the real decision-maker before scoping work.
Does the intake distinguish a one-off error from a multi-year cleanup?
It asks how many pay periods or months are affected, ranging from one pay period to a year or more, so you can see the likely scope of the engagement before you ever get on a call.
What if the client doesn't have access to their old payroll records?
The intake asks about access to prior payroll records directly, and answering 'no' lowers the score since a cleanup without source records is harder to scope and quote accurately.
How is this different from a Payroll Tax Filing lead?
Payroll Cleanup intake is built around correcting past errors and misclassifications across multiple pay periods, while Payroll Tax Filing leads are typically about getting current filings submitted on time; the two use different qualifying questions in Cliont.
Turn payroll cleanup visitors into qualified clients
Give every payroll cleanup visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.