Client_Intake_Form

  • Client Intake Form

    IT & Cybersecurity Consulting
    • Business Profile 
    • Format: (000) 000-0000.
    • Preferred Method of Contact*
    • Current IT Environment 
    • Do you have in-house IT staff?*
    • Which systems do you use?*
    • Rows
    • What devices do your employees regularly use for work?*
    • Pain Points / Needs 
    • What are your biggest IT/Security challenges right now? (Check top 2 or 3)*
    • Security & Compliance 
    • Which of the following do you currently have in place?*
    • Service Priorities 
    • Which services are most important to you right now? (Check top 2 or 3)*
    • Budget & Timeline 
    • Monthly Investment Range*
    • Timeline*
    • Decision Process 
    • Who else is usually involved when making IT or security decisions for your company?*
    • Next Steps 

    • Thank you for completing this intake form.  Here's what happens next:

      • We'll review your responses.
      • A member of our team will reach out to schedule a short follow-up call.
      • During that call, we'll go over your challenges, priorities, and potential solutions tailored to your business.

       

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