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Customer Assesment  Form

Get Back to Your Passion—We’ll Handle the Rest

About This Assessment

This form is designed to help us better understand your business and identify the specific back-office services that align with your operational needs. Whether you're a government contractor or a commercial business, our goal is to tailor support that fits your size, structure, and growth plans.

Purpose

The information you provide allows BackOps Solutions to assess your current challenges, staffing levels, and administrative workflows. Based on your responses, we will recommend service options and pricing packages that are right-sized for your organization.

How to Complete

  • Fill out only the sections that apply to your business or areas of interest.

  • Leave any irrelevant sections blank—there is no need to complete the entire form if you're only exploring select services (e.g., payroll or recruiting).

  • The more detail you provide, the better we can align our recommendations to your specific goals and constraints.

 

Confidentiality & Follow-Up

All information submitted will be treated as confidential and used solely for internal scoping purposes. A BackOps Consultant will review your submission and follow up within 1–2 business days with a tailored proposal or to schedule a discovery call.

If you have any questions, we are just a phone call away - (703) 592-9132 X900

Human Resources, Payroll & HRIS Systems Questionnaire

Contact Information

Multi-line address
Organization Type (Dropdown Options)
Number of Employees

Human Resources Questionnaire

Which of the following back-office support services are you interested in?
Do you currently have an in-house HR department or personnel?
Do you use any HR software or systems?
How often do you run payroll (weekly, bi-weekly, semi-monthly, monthly)?
Do you currently use a payroll provider?
Do you need support with payroll tax fillings and year-end reporting?

Payroll Questionnaire

HRIS Implementation or Support Questionnaire

Are you currently using an HRIS System?
Are you seeking a new system or need admin of existing system?
What functionality do you need (e.g., time tracking, benefits, payroll integration)?

Bookkeeping Assessment Questionnaire

Contact Information

Multi-line address

Bookkeeping Assessment Questionnaire

Do you currently use accounting software (e.g., QuickBooks Desktop/Online, Xero)?
What services do you need (e.g., AP/AR, reconciliations, financial reporting)?
Are your books current and up to date?
Do you require monthly, quarterly, or annual financial reporting?

Talent Acquisition & Recruiting Assessment Questionnaire

Contact Information

Multi-line address

Talent Acquisition & Recruiting Assessment Questionnaire

What type of positions are you looking to fill
Do you require assistance creating job description, postings to job boards and conducting interviews?
Are these roles cleared (requiring background checks, security clearances, etc.)?
Do you offer remote, hybrid, or in-person positions?

Proposal Management Assessment Questionnaire

Contact Information

Multi-line address

Proposal Management Assessment Questionnaire

Are you actively pursing government contracts?
What government categories are you pursuing?
What kind of support are you seeking?
Frequency of support needed
Current Proposal Infrastructure
When do you need service
Month
Day
Year
Time
HoursMinutes

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