Turn onboarding enquiries into discovery-call-ready leads
Ask how many new hires a client is onboarding, which tasks they need help with — payroll enrollment, tax forms, benefits — and whether they already run a payroll or HR system. Cliont collects new-hire rosters and existing policy documents upfront, so only onboarding-ready clients land in your CRM.
The exact intake your onboarding administration leads complete
This is the real 5-question guided intake for Onboarding Administration — the same flow your customers finish before you ever pick up the phone.
What a qualified onboarding administration lead should tell you
Setting up and managing new-hire paperwork and administrative tasks for employers—payroll enrollment, tax and withholding forms, benefits enrollment, handbook acknowledgment, and employment eligibility verification—for a defined batch of incoming employees.
- Many New Employees Onboard
- Onboarding Tasks Help With
- Use Payroll Or Hr
- Onboarding Administration Begin
- This New Business Setting
The questions your team needs answered
Every onboarding administration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How many new employees do you need to onboard? | Higher headcount bands carry more weight because larger onboarding batches represent bigger, more defensible scope of work. |
| Which onboarding tasks do you need help with? | Payroll enrollment and tax and withholding forms are weighted highest because they're the most compliance-sensitive tasks and typically anchor a larger engagement. |
| Do you currently use a payroll or HR software system? | Whether the client already runs payroll or HR software determines how much integration and setup work the engagement will actually require. |
| When do you need onboarding administration to begin? | An 'Immediately' start date is the sole urgency signal, so it flags which leads should get a discovery call before others. |
| Is this for a new business setting up onboarding for the first time or an existing process needing support? | New setup versus existing process needing support changes the expected scope and quote, so it's a key qualifying detail rather than a background field. |
How Cliont scores onboarding administration leads
Every answer is weighted automatically — no manual review required.
Value signals
- 1-5
- 6-20
- More than 20
- Payroll enrollment
- Tax and withholding forms
- Benefits enrollment
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Onboarding Administration 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 onboarding administration workflows
| Cliont capability | Onboarding Administration application |
|---|---|
| Conditional question branching | Skips benefits enrollment and handbook acknowledgment follow-ups when a client only selects payroll enrollment and tax and withholding forms, keeping the intake short for narrow-scope requests. |
| Weighted lead scoring engine | Combines headcount, task selection, and the 'Immediately' start timeline to surface which onboarding enquiries deserve a discovery call before scope work is quoted. |
| Document upload widget | Collects new-hire rosters and any existing handbook or policy files before the call, so you're not chasing paperwork after the client is already qualified. |
| CRM routing with lead tags | Tags each qualified lead as 'New setup' or 'Existing process needing support' when it lands in your CRM, so your team can triage scope without re-asking the client. |
Common onboarding administration lead scenarios
Fast-growing company, urgent start
A client selects '6-20' or 'More than 20' new hires plus 'Immediately' as their start timeline — the highest-weighted headcount and urgency signals combine, flagging the lead for a same-week discovery call.
New business building from scratch
A first-time employer picks 'New setup', has no existing payroll or HR software, and needs the full task list including tax forms and eligibility verification — a broader scope than a client with an existing process.
Existing process needs targeted support
A client with an existing HR system flags 'Existing process needing support' and selects only benefits enrollment or handbook acknowledgment, signaling a narrower, faster engagement than a full setup.
Exploring options, no firm timeline
A prospect answers 'Not sure yet' on headcount and 'Just exploring options' on timing — the intake still captures the tasks they'd need, but routes them as a lower-urgency follow-up rather than a priority call.
Small, recurring onboarding trickle
A client with only 1-5 new hires but an ongoing, recurring onboarding need is scored differently from a one-time batch, since the relationship value comes from repeat volume rather than headcount size.
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 and employer services intake templates
Onboarding Administration lead-intake FAQs
How does the intake decide which onboarding leads to prioritize?
Scoring weights headcount and the specific tasks selected — payroll enrollment and tax and withholding forms carry the most weight — and an 'Immediately' start timeline raises urgency further, so the leads worth a discovery call first stand out automatically.
What if a client doesn't know exactly how many employees they're onboarding yet?
'Not sure yet' is a valid answer on the headcount question and still scores moderately, so the lead isn't dropped — it's routed to your CRM for clarification on the discovery call instead of being discarded.
Can the intake tell new onboarding setups apart from existing processes needing help?
Yes — the intake asks directly whether this is a new business setting up onboarding for the first time or an existing process needing support, which changes the expected scope of the engagement.
What onboarding tasks does the intake actually capture?
It captures which tasks the client needs help with — payroll enrollment, tax and withholding forms, benefits enrollment, handbook and policy acknowledgment, and employment eligibility verification — so you know the real scope before the call.
Does it matter whether the client already uses a payroll or HR system?
Yes — whether they answer yes or no to already running a payroll or HR software system affects how much setup and integration work the engagement will need, and that answer is captured directly in the intake.
How is this different from the intake for Payroll Outsourcing or PEO Services?
Onboarding Administration intake focuses narrowly on new-hire setup tasks — enrollment, tax forms, benefits, eligibility — while the Payroll Outsourcing and PEO Services subservices in the same library qualify for ongoing payroll processing or bundled HR and liability coverage.
Turn onboarding administration visitors into qualified clients
Give every onboarding administration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.