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About Your Business

Business name:*

What level of support coverage best suits your business?*

Business hours (Monday-Friday)

Extended hours (24 hours, Monday-Friday)

Full coverage (24/7)

How many physical locations or offices do you operate?*

Please enter a number less than or equal to 5.

Please provide the full address of each location:*

Industry / sector:*

Contact person for IT:*

How many staff are in your organisation?*

Which best describes your team’s work environment?*

(Select all that apply)

Remote

Hybrid

On-site

Number of remote staff:*

Number of Hybrid staff:*

Number of on-site staff:*

In the next 12 months, do you expect staff numbers to:*

Grow

Stay the same

Shrink

What are your top priorities for IT this year? (Choose up to 3)*

Select between 1 and 3 choices.

Keeping staff productive

Reducing downtime

Improving security

Supporting growth

Meeting compliance requirements

Reducing costs

Other

Please specify*

Current Tools / Systems in Use

We’ll take care of the essentials like email, collaboration tools, and helping staff when they have issues. To understand your setup:

What devices does your team use? (Check all that apply and enter approximate quantities)*

Desktop computers

Laptops

Tablets

Smartphones

Other

How many? (Desktop computers)*

How many? (Laptops)*

How many? (Tablets)*

How many? (Smartphones)*

How many? (Other devices)*

Please describe the other devices:*

What operating systems do your staff use? (Select all that apply)*

Windows

macOS (Apple computers)

ChromeOS (Chromebooks)

Not sure

What email system do you currently use?*

Microsoft 365 / Outlook

Google Workspace / Gmail

Other

Not sure

Please specify other systems:*

What file storage or sharing tools do you use? (Select all that apply)*

Google Drive

OneDrive

SharePoint

Network drives

Other

None

Not sure

List other tool(s) names:*

What communication or meeting tools do you use? (Select all that apply)*

Microsoft Teams

Zoom

Google Meet

Slack

Phone only

Other

List other tool(s) names:*

What business systems do you use for daily work? (Select all that apply)*

Accounting tools (e.g., QuickBooks, Xero)

CRM / Client management (e.g., Salesforce, HubSpot)

Scheduling / Booking tools (e.g., Calendly, Acuity)

Project management (e.g., Trello, Asana)

Other Industry-specific software/systems

None

List other software/system name(s):*

Do you have shared logins or individual user accounts for your tools?*

Do you use any office printers?*

Share printer brand/model(s):*

Do you have a server at your office?*

Yes – Physical server on-site

Yes – Cloud server (e.g., Azure, AWS, Google Cloud)

No server

Not sure

What is the physical server used for? (Select all that apply)*

File storage / Shared folders

Company applications or software

Accounting / Business systems

Database

Email server

Backup server

Staff logins (Domain Controller / Active Directory)

Remote access (e.g., Remote Desktop)

Print server

Not sure

If known, what type of server do you have?*

Windows Server

Linux Server

Which cloud platform do you use?*

Microsoft Azure

Amazon AWS

Google Cloud Platform

Other

Not Sure

Name other cloud platform:*

What is your cloud server used for? (Select all that apply)*

File storage

Company applications

Database (e.g., SQL)

Virtual machines

Website hosting

Software hosting

Remote desktops / virtual desktops

Backups

Other

Not sure

Please specify*

How do you connect to the internet at your office? (Select all that apply)*

Standard home or office Wi-Fi router

Business-grade router or firewall

Guest Wi-Fi network (separate network)

Wired network (Ethernet cables)

Not sure

Please specify*

What phone system does your business use today? (Select all that apply)*

VoIP / Cloud phone system

Traditional phone system (PBX in the office)

Mobile phones

Desk phones

Not sure

Please specify vendor*

Do you currently have any IT support or tech service provider/s?*

Yes

Not Sure

Please describe briefly including any agreement dates*

Regulatory & Compliance

We include basics like antivirus, secure logins, and annual security reviews. To tailor this for you:

Do you already have controls in place that limit which applications staff can install and run on company devices?*

Yes

No, but interested

No, not needed

Not sure

Protecting Your Business

Which standards or regulations apply to your business? (Select all that apply)*

GDPR

HIPAA

ISO 27001

NIST

Essential Eight

PCI-DSS (payment card requirements)

Other Industry-specific standard

Not sure / need guidance

None

Name the industry-specific standard(s):*

Do you undergo regular audits or assessments related to compliance?*

Yes – Annually

Yes – Occasionally

Not sure

Please provide last audit date*

Do you have documentation or policies in place for compliance?*

Yes (policy documents, procedures, etc.)

Some, but incomplete

Not sure

Have you had any compliance gaps, findings, or issues identified in the past 2 years?*

Yes

Not sure

Please describe briefly*

Business Continuity

Do you back up your email, documents, and cloud apps (Microsoft 365 / Google Workspace)?*

Yes

No, but interested

No, not needed

Not sure

Do you currently back up your servers (whether in your office or in the cloud)?*

Yes

No, but interested

No, not needed

Not sure

If you do have backups, do you already have disaster recovery planning/testing in place?*

Yes

No, but interested

No, not needed

Not sure

If your systems went down, how quickly would you need them restored?*

Within 1 hour

Within a few hours

Within 1 day

Within a few days

Not sure

Final Notes

Is there anything else we should know to design the right support plan for your business?*

Do you have any upcoming plans or timelines for moving to a new IT provider (MSP)?*

Yes – We’re planning to onboard within the next month

Yes – Within the next 3 months

Yes – But no fixed timeline

Not at the moment

Not sure

Do you have a budget or budget range in mind for ongoing IT support?*

Yes – We have a specific budget

Yes – We have a general range in mind

Not yet

Would like guidance

Please specify*

Client Needs Assessment Survey

About Your Business

Current Tools / Systems in Use

Regulatory & Compliance

Protecting Your Business

Business Continuity

Final Notes