New Client
Intake Form

Complete all relevant fields. Submissions are automatically routed to the team.

Client Contact Info

Client Name *

Client Email *

Company / Client Name

Phone

Plan Details

Plan Name *

Plan Type

Term *

Engagement Type *

Monthly Price *

⚠️ Important! Please verify this price is not below the current price sheet before submitting.

Dialer to Be Used *

CRM to Be Used *

Qualifications

Region Preference *

Language(s) Required *

Additional Qualifications *

e.g. "5+ yrs sales", "Salesforce certified" — press Enter after each

Schedule & Billing

Preferred Work Hours *

Time Zone *

Preferred Work Days *

Billing Address *

Direct Hire Type

Client Direct HYPR Direct

Position Details

Position Name *

Engagement Type *

Hourly Rate Offer *

⚠️ Important! Please verify this rate is not below the current price sheet before submitting.

Task List *

Commission & Benefits *

Qualifications

Region Preference *

Language(s) Required *

Additional Qualifications *

e.g. "CRM experience", "B2B sales" — press Enter after each

Schedule

Preferred Work Hours *

Time Zone *

Preferred Work Days *

Supporting Documents

📎

Drop files here or click to browse

PDF, Word, Excel, images · Saved to Google Drive

Additional Notes

Notes / Special Instructions

By submitting you confirm all information is accurate. Team will follow up within 1 business day.

⚙

Manage service types, pricing, and team access

Configure the hire types available on the intake form. Each type has its own category, base price, and set of visible fields.

Edit pricing for each plan and subtype. Changes apply immediately after saving.

Manage who can access the intake form. Admins can access this panel; sales reps can only submit forms.

Name	Email	Role	Emails	Actions

Add New Team Member

Full Name

Role

Sales Intake Portal

New ClientIntake Form

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Intake Submitted!

New Client
Intake Form