Which handbook requests deserve discovery call time
Whether a prospect has no handbook, an outdated one, or is just exploring, Cliont's intake captures employee count, multi-state operations, and approval authority — plus any existing policy documents — so you know the real scope before the discovery call.
The exact intake your employee handbook development leads complete
This is the real 7-question guided intake for Employee Handbook Development — the same flow your customers finish before you ever pick up the phone.
What a qualified employee handbook development lead should tell you
Development or revision of a written employee handbook that documents company policies, conduct standards, benefits summaries, and leave or safety rules for staff to reference.
- Have Employee Handbook
- Many Employees Organization Have
- Topics Would Like Handbook
- Operate In More Than
- Authorized Approve This Handbook
- Would Like Handbook Project
- Have Existing Policy Documents
The questions your team needs answered
Every employee handbook development intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have an employee handbook? | Whether a handbook exists, is outdated, or is current determines if this is a full build or a lighter review, which drives scope and pricing. |
| How many employees does your organization currently have? | Employee count signals how much organizational structure and policy variation the handbook needs to accommodate. |
| Which topics would you like the handbook to cover? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do you operate in more than one state or country? | Operating in more than one state or country adds jurisdiction-specific compliance requirements that increase project complexity and value. |
| Are you authorized to approve this handbook project on behalf of your organization? | Confirming approval authority separates decision-ready leads from information-gatherers who need to loop in someone else first. |
| When would you like the handbook project to begin? | A stated start timeline like 'immediately' flags urgent leads that should be prioritized for a discovery call over those 'just exploring options.' |
| Do you have existing policy documents or notes to share as a starting point? | Knowing whether existing policy documents are available lets you gauge how much work is starting from scratch versus refinement. |
How Cliont scores employee handbook development leads
Every answer is weighted automatically — no manual review required.
Value signals
- No handbook exists
- Yes, but outdated
- Yes, and it is current
- Not sure
- Operate In More Than: yes
- Authorized Approve This Handbook: yes
Urgency signals
- Immediately
See the lead your team receives
Employee Handbook Development 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 employee handbook development workflows
| Cliont capability | Employee Handbook Development application |
|---|---|
| Conditional branching | Surfaces the multi-state/multi-country question and topic checklist only after a prospect confirms handbook status, keeping the form relevant to build vs. update scenarios. |
| Lead scoring | Weights answers like 'no handbook exists' or 'yes, but outdated' alongside multi-state operations and approval authority to push complex, decision-ready projects to the top. |
| Document upload widget | Lets prospects attach existing policy documents or handbook drafts directly in the intake, so you review real source material before the discovery call. |
| CRM routing | Sends qualified handbook requests, tagged with employee count and topic scope, straight into your CRM so scope work isn't started on leads that lack approval authority. |
Common employee handbook development lead scenarios
Startup with no handbook
A newly formed company with 1-10 employees needs a first handbook built from scratch and wants to start immediately, flagging as high value and urgent.
Multi-state company, outdated handbook
A 51-200 employee organization operating across several states has an outdated handbook that no longer reflects varying state leave and safety rules, signaling compliance complexity.
Just exploring, no authority confirmed
Someone marks 'just exploring options' and answers 'no' on authorization to approve the project, indicating this lead needs nurturing rather than an immediate discovery call.
Unauthorized requester, urgent timeline
An HR generalist selects 'immediately' but isn't authorized to approve the project, so the intake flags the need to loop in a decision-maker before scoping work.
Update with existing policy notes ready
A company with a current handbook wants a review and already has policy documents to share, letting the consultant scope the project faster from real source material.
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 human resources consulting intake templates
Employee Handbook Development lead-intake FAQs
How does the intake distinguish a first-time handbook from an update project?
The intake asks whether a handbook already exists and, if so, whether it's current or outdated, so you can immediately tell whether the project is a build-from-scratch or a revision.
Why does the form ask about operating in multiple states or countries?
Multi-state or multi-country operations mean the handbook likely needs jurisdiction-specific leave, safety, and conduct language, which changes both the scope and the price of the engagement.
What happens if the person filling out the form can't approve the project?
The authorization question flags whether you're talking to a decision-maker or someone gathering information, so you can route unauthorized leads toward a nurture sequence instead of a discovery call.
Does the intake capture which policy topics the client wants covered?
Yes, the multi-select topics question lets prospects indicate whether they need attendance, conduct, compensation, safety, or remote-work policies, giving you a scope preview before the call.
Can prospects share an existing handbook or policy notes before the call?
The intake asks whether they have existing policy documents or notes to share, so you can request those files upfront and walk into the discovery call already familiar with their starting point.
How does project timeline affect how a lead is prioritized?
Prospects who select 'immediately' are flagged as urgent, while those 'just exploring options' are scored lower for speed but can still be routed to your CRM for later follow-up.
Turn employee handbook development visitors into qualified clients
Give every employee handbook development visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.