Managed IT & Cybersecurity Initial Assessment

This assessment collects essential information about your users, devices, infrastructure, security controls, and compliance requirements. The goal is to accurately scope Managed IT services, Cybersecurity coverage, and support needs for your organization.

What we’ll use this information for

Size managed IT services (users, devices, servers, locations)
Identify security and compliance requirements
Align the appropriate cybersecurity and support tier
Prepare an accurate proposal and recommendations

What to expect

Estimated completion time: 5–7 minutes
Best completed by: IT, Operations, Finance, or Executive leadership
Confidentiality: Information provided is used only for assessment, risk evaluation, and proposal preparation

Organization Basics

Company Name *

Your First Name *

Your Last Name *

Primary Contact First Name

Primary Contact Last Name

Primary Contact Email *

Industry *

Users & Support Coverage

Number of users requiring IT support *

Support coverage required *

Standard business hours (8am–6pm ET, M–F)

24/7 including weekends

Not Sure

Locations & Site Management

Number of physical locations *

Employee work model *

In-Office

Remote

Hybrid

BYOD environment

Devices

Total number of managed desktops *

Total number of managed laptops / Surface tablets *

Total number of managed mobile devices (smartphones) *

Total number of managed tablets (iPad / Chromebook) *

Servers, NAS, & Infrastructure

Approximate number of servers / NAS / cloud instances *

Email, Cloud Storage & Data

Number of active user email accounts *

Primary cloud storage platform *

Backup & Business Continuity

What needs backup or disaster recovery protection? *

Desktops & laptops

Servers / NAS

Cloud data (Microsoft 365 / Google Workspace)

Not sure

Estimated backup storage needed (if known) *

Current State & Readiness

Do you currently have an IT provider? *

Yes

Primary reason for exploring Managed IT & Cybersecurity *

Target start timeframe *