H Pay x Clarity Consulting

Systems intake

This helps us understand how H Pay runs today and what you want to change. There is no pricing here. We use your answers to shape a plan and a quote that fits, then walk through it with you on a call.

About 15 minutesA few follow up questions along the wayYour draft saves on this deviceSkip anything you are unsure about

What we heard on our call

Tell us if we got it right. Correct anything that is off.

You and your team

Who we are working with and how the work is split today.

Your name

Your role

Who signs off on this project?

Names and roles of anyone who approves scope, tools or vendor contracts.

How many people work in each area today?

Rough numbers are fine. Count part time as a half.

Client service

Implementation

Sales and producers

Admin and operations

Clients you run payroll for

Employees paid across all clients

States you file in

What do you use today for each of these?

Email, phones, ticketing, project tracking, CRM, quoting. Include anything you already pay for and plan to keep.

Where the time goes

This tells us what to fix first.

Pick the three things that take the most time, in order

Tap in order of most time first. Tap again to remove.

Client requests per week

Phone calls per week

New clients per month

Walk us through a busy week for the person most stretched

What fills their day, what gets pushed, where mistakes happen.

Choose a starting point

Each level builds on the one before it. Pick what feels closest. We will tailor it with you.

Foundation

Look established, get found

H Pay website on your domain
Google Workspace or Microsoft 365
Branded email and calendars
One shared service inbox

Service Desk

Every request in one place

Everything in Foundation, plus

Teamwork Desk ticketing and routing
Zoom Phone call routing and reporting
App Hub and Operations Dashboard
Knowledge base and Support Rep Agent

Full Platform

Run the whole operation

Everything in Service Desk, plus

Teamwork Projects and the Onboarding Portal
Quote and Invoice Builder with margin guardrails
PEO savings analysis
All agents, then payroll automation

Not sure, or want something different?

How would you like to work with us?

How each area works today

Tell us how each area works for you today. This is not a menu or a price list. It helps us see where the time and frustration are, and a few short questions open up where it matters.

Timing, access and approvals

So we can plan the rollout around how you work.

Can we review a real inbox before we build?

We connect one or two inboxes to an AI review for a short period, so what we build is based on your real requests. Nothing is sent from it.

Whose inbox, and for how long?

Would you start with one or two clients first?

When would you like to start?

Any hard deadlines?

Who signs software contracts, and how long does approval usually take?

Some vendors take about two weeks to sign, so we start that early.

Security or compliance needs we should know about

Anything else

Ideas, worries, or something you have seen elsewhere that you liked.

What would make this a clear win for H Pay six months from now?

If you could hand off one task tomorrow, what would it be?

Anything we did not ask about

Next up: a deeper call with Grayson

Pick up to three times that work. All times are Eastern, about one hour. We will send the invite.

None of these work? Suggest a time

Prepared by Clarity HCM for H Pay. Questions: Tyler Winkler, tyler@clarity-hcm.com, (888) 336-6320.