Get Started Today Contact & Company InfoName(Required) First Last Job Title/Role(Required)Email(Required) Phone(Required)Organization Name(Required)Website Where is your organization based? City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Number of Employees (approx.)(Required)1–910–2425–4950–99100–249250+What industry are you in?(Required)Professional ServicesFinancial ServicesHealthcareTechnologyReal Estate & ConstructionManufacturingRetail & ConsumerNonprofit / EducationGovernmentWhat Are You Looking For Help With?Which areas are you interested in exploring?”(Required) HR Management (compliance, employee relations, policies, handbooks, leaves, etc.) People Strategies (leadership development, assessments, succession, culture, coaching) Payroll Management (processing, tax filings, reporting, time & attendance) Benefits & Wealth Solutions (401(k), financial wellness, plan design/benchmarking) C-Suite / Fractional Leadership (CFO, COO, CSO, CAO, Compliance/Risk, Transformation, Growth) Other / Not sure yet Please briefly describe what you’re looking forCurrent Situation & PrioritiesWhat’s happening in the organization that led you to reach out now?(Required)What are your top 3 priorities over the next 6–12 months.(Required) Add RemoveHow urgent is your need?(Required) I’m gathering information / just exploring I’d like to make a decision in the next 2–3 months I’d like to move forward in the next 30–60 days We need support as soon as possible HR ManagementDo you currently have internal HR No Internal HR One HR person / shared role HR team in place Other Which HR areas are most challenging right now? Compliance & risk Employee relations / investigations Leaves & accommodations Handbooks & policies Performance management Onboarding/offboarding Multi-state or multi-location issues Select AllPeople StrategiesWhat type of People Strategy support are you considering? Leadership assessments and/or coaching Manager/leadership development Succession planning / high-potential identification Culture/engagement strategy Not sure yet – would like guidance Payroll ManagementHow is payroll currently handled? In-house (manual or in software) Through a payroll provider Through an accountant/CPA Not currently running payroll What are your biggest payroll pain points? Accuracy/errors Tax filings Reporting / GL integration Tipped or multi-rate employees PTO tracking Time & attendance New hire reporting / multi-state Benefits & Wealth Solutions (401(k), etc.)Do you currently offer a retirement plan (ex: 401(k))? Yes Not yet, but planning to No / not sure What support are you most interested in? 401(k) plan design or review Plan benchmarking/fee and structure review Employee education and enrollment support Financial wellness programs C-Suite / Fractional LeadershipWhich C-Suite areas are you exploring? CFO / Finance leadership COO / Operations leadership Strategy / CSO support Compliance & Risk leadership Transformation / Change leadership Growth / Revenue-focused support Not sure – I just know we need executive-level help What decision(s) or initiatives do you want executive support around?Budget, Decision Process & FitDo you have a budget range in mind for this work No specific budget yet Under $3,000/month $3,000–$7,500/month $7,500–$15,000/month $15,000+/month Project-based only Who will be involved in the decision?27. When would you ideally like to start working together? MM slash DD slash YYYY Connection & Next StepsHow did you hear about Critical Path Advisors? Referral Existing client Accountant/attorney / advisor Online search Social media Event/webinar Other Is there anything else you’d like us to know before we connect?Consent/Follow-Up I agree to be contacted by Critical Path Advisors regarding my inquiry.
