Sunshine HR Suite Client Intake

Complete this intake to begin your Sunshine HR Suite engagement. This helps us understand your team, your current HR state, and your immediate priorities.

Client Information

Full Name *

Business Name *

Email Address *

Phone Number *

Preferred Contact Method *

Business & Team Information

Industry / Type of Business *

Current team size *

What type of workers does your team include? *

Describe your current HR situation *

HR Needs & Priorities

What is your most urgent HR need right now? *

What is your expected timeline to get started? *

What HR software or tools are you currently using (if any)?

Additional context or questions

Supporting Materials

Will you be providing documents, existing policies, or HR materials?

Will you be providing documents, branding assets, spreadsheets, or supporting materials? *

How will you provide your files?

Additional file delivery notes

Confirmation

Important Note

Sunshine HR Suite provides professional HR guidance and operational support. It is not a licensed legal or employment law service. For legal questions, consult a licensed employment attorney.

I understand that Sunshine HR Suite provides professional HR guidance and support — not legal advice or licensed employment law services. *

Acknowledgment — type your full name *

I confirm all information provided is accurate to the best of my knowledge. *

Accuracy confirmation — type your full name *

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