Client Questionnaire

1. Organization Overview

Organization Name:

Primary Contact Name:

Email Address:

Phone Number:

Number of Users in the Organization:

Do you currently have internal IT support? Yes No

If yes, please describe their roles and responsibilities:

What areas does your internal IT team need support with?

Which systems would you like us to support? (Check all that apply) Servers Workstations Network Infrastructure Cloud Services Other:

Are you looking for preventative maintenance support? Yes, for all systems Yes, for specific systems (please specify): No

Is your IT environment: All Windows Mixed (Windows, macOS, Linux, etc.) Other:

Are you interested in Asset Management (tracking all equipment)? Yes No

Do you currently use a Remote Monitoring and Management (RMM) system? Yes No

Do you require Endpoint Security (cybersecurity for computing equipment)? Yes No

Do you need Mobile Device Management (MDM)? Yes No

Does your organization require Cybersecurity Insurance? Yes No Not sure

Do you have a defined IT budget? Yes No In planning

Any additional comments or specific needs?