Company Name
Date
MM slash DD slash YYYY
Consultant
What brings us here today?
What are your most common IT issues?
Business Operations
Do you have a current In-house or Outsourced IT Team?
Internal IT
Just an "IT Guy"
MSP
None.
Details / MSP Name
What do you pay monthly for services, and what all is included?
How many hours of computer issues and/or support do you average on a monthly basis?
How many employees do you have?
What is your annual revenue?
This helps us gauge what is a stake.
How many computer systems do you have? (Desktops/Laptops)
Do you have cloud or on premise servers?
Yes
No
Where do you store your company data?
Email
Who is your current email provider?
Microsoft 365
Google Workspace
Other Third-Party Service
What is the name of the service?
Are you satisfied with your current email provider?
Yes
No
Do you send proprietary, sensitive, or personal information via email?
Yes
No
I'm not sure.
What type of data is sent?
Do you receive a lot of spam?
Yes
No
Not enough to be a problem.
Do you send email from printers, scanners, fax machines, or other local devices?
Are there services that send email on your behalf? Constant Contact, etc.
Do you run phishing campaigns or provide Cybersecurity training for your staff members?
Yes
No
Unsure
Would this be a service you're interested in?
Yes
No
Unsure
Servers
Cloud or On Premise Servers
Cloud
On-Premise
How many servers?
What is the general purpose of the server(s)
Endpoint Management
Do you have Anti-virus installed on your systems?
Yes
No
Windows Defender
Unsure
Name of Anti-virus?
Do you have an onboarding/offboarding process in place for employee computers?
How do you managed Windows and 3rd party software updates?
Network Health
Do you have a firewall installed at all locations?
Yes
No
Unsure
Do you know the brand of Firewall?
Do you know the age of your networking equipment?
# of Firewalls?
# of Switches
# of APs
Who is your ISP (Internet Service Provider)?
Do you have Remote access or a VPN solution in place?
Yes
No
Not sure.
VPN Service Details
How often are VPN user's audited?
Disaster Recovery
What are your business critical services?
Do you have backups in place for your important data?
Yes
No
Unknown
Backup Service Name
Is your backup solution file level or system level?
When were your backups last tested for restorability?
Security
Do you have a cyber security policy for internal use?
Yes
No
Unsure
Is your business subject to any data governance/compliance regulations?
Yes
No
Unsure
Details on regulations?
Do you store sensitive proprietary, or personal data?
Yes
No
Not sure
What type of data is sensitive?
Do you have a password manager in place?
Yes
No
Unsure
How do you store and manage passwords?
Do you have dark web monitoring in place for your domain?
Yes
No
Not sure
Misc. section
Misc. information
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