Complete the form and submit for an ADP Sales Associate to call the prospect/client back, within 24 hours - unless the caller is a prospect with less than 50 employees – then follow the warm transfer instructions at the bottom of this form

Current date:
Current time:

Please enter your Agent ID to begin:

Check - Are you currently an ADP Client?*

Fields marked with an * are required

Check - Were you recommended to ADP by your Bank or Credit Union?*

Please provide us some information about the referring Bank:

Banker Name:
Bank Name: *
Bank Location: *
Bank Transit Number:

How many people does your company employ?*

Do you have your company code? (this field is not mandatory)

May I have your First Name please?


And your Last Name is?


May I have your job function or title?


And your email address is? (leave blank if unknown)

I'd like to have one of our local Sales Associates return your call, may I have your Company name,


street address,


and postal code/zip code?




Thank you for your patience, I have a few more questions to help me direct your call to the appropriate ADP Sales Associate. Is there a number we can reach you at, starting with the area code?


NOTE: if caller refuses to provide number, explain:
Your number allows ADP to respond quickly to your inquiry, to better serve you.
(If caller persists on not providing #, please enter 000s in telephone field and ensure the email address is provided above.)

What product or service are you calling about?


Is there anything else you'd like us to know before a Sales Associate contacts you?

Warm Transfer?*

Associate Name:


Thank you for your time.

**Additional Instructions for Small Business Prospects starting March 15, 2017:
If the caller is not an ADP Client and they have less than 50 employee’s please complete the following steps during regular Business hours (8:30am to 8:00pm EST). Otherwise please revert to the standard process for existing clients and companies with more than 50 employees.

- I will have an ADP Associate contact you shortly or
- I will now transfer your call to one of our Sales representatives – please hold the line

Step 1: Transfer the caller to (289) 855 2795, select a Sales queue (Press 1 for prospects in the Ottawa Region/ Province of Quebec, Press 2 for prospects in other regions with less than 25 employees, press 3 for all other prospects having up to 50 employees), and stay on the line until a Sales person accepts the warm transfer
Step 2: Capture the name of the Sales person you’re transferring the call to in the comments field above, submit the form, and drop off the call
Step 3:If a Sales person doesn’t answer the transferred call, Thank the caller and inform them that their call will be returned shortly (within 1 business day) and submit the completed form indicating the call transfer went to voicemail.