Expansion/Sales Interest Form (INTERNAL ONLY)
Fill out the form below to have a rep reach out to this current or prospective customer.
Additionally, please review the following description prior to making your selection:
Request type
Description
Additional Account
Customer would like to add a separate account (parent/child or sibling)
Additional EIN
Payroll customer has an additional entity that needs payroll
Canceled Customer
Previous customer requested info and the Account Status is Cancelled
Core Product (New Sales)
Not currently a customer but is interested in our HRIS
Employer of Record
Customer is interested in Employer of Record
HR Consulting
Customer is interested in our Consulting Services
Implementation
Customer is interested in Quickstart, Self-Setup or HRIS Implementation
Package Upgrade
Customer would like to upgrade to Pro or Elite. This includes requests for Performance Management, Total Rewards, Compensation Benchmarking and Employee Community.
Professional Services
All other paid services such as data exports/imports and additional training calls
Payroll
Customer has interest in our Payroll software, AND/OR current Payroll customer who is changing their EIN
Test Account
Customer would like to purchase an account to test development work in
Submit an expansion / sales inquiry
form