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Pre-Free Assesment Interview

Thank you for considering services from We Do IT USA. We are excited to talk to you. To help us have a better and more productive conversation please fill out the form below. It has A LOT of questions. Do the best you can. It is not an issue to click the "I Don't Know" button. When we talk next we will review the information provided and discuss how we can help you fix your concerns or issues.

Don’t Worry, This Won’t Hurt a Bit…

Let’s be honest—nobody gets excited about filling out forms. We get it. But the info you share here is super important for us to get a clear picture of your network, systems, and where we can help.

Now, here’s the good news: you don’t need to know everything. In fact, most people don’t. Just answer what you can, and if you’re not sure about something, go ahead and say, “I don’t know.”. That is totally fine!

This isn’t a test. There are no wrong answers—just helpful ones.

So grab your favorite beverage, take a breath, and let’s get started!

Company & Contact Info

Company name*

First name*

Last name*

Phone*

Email*

Multi-line address

Country/Region

Address

City

Zip / Postal code

General Business & IT Overview

What are your primary business goals for the next 12–24 months?

How is IT currently supporting your business operations?

Do you have an in-house IT person/team or rely on an outside provider?

Dedicated In-house IT Person/Team

Outside IT Provider (Break Fix)

Contracted Outside IT Provider

What are your biggest frustrations with your current IT setup?

How many Users do you have

Include anyone that uses equipment on your network or logs in remotely.

How many Computers (Desktops and Laptops)

Network Infrastructure

What type of network equipment do you currently use (switches, routers, firewalls)?

How old is your network hardware?

Are there any known areas of poor performance or slow connections?

Do you have a documented network topology?

Yes

No

Are your network devices regularly monitored for uptime and performance?

Yes

No

I am not sure

Cybersecurity and Risk Management

Do you currently have antivirus or endpoint protection in place?

Yes

No

I am not sure

Are firewalls and security appliances properly configured?

Yes

No

I am not sure

Are firewalls and security appliances up to date?

Yes

No

I am not sure

Are staff trained in cybersecurity best practices?

Yes

No

Some, but not all

Do you have multi-factor authentication (MFA) enabled across critical systems?

Yes

No

Some, but not all

I am not sure

Have you ever had a cybersecurity incident, breach, or malware infection? (If yes, please tell us more.)

Cloud Services & Data Storage

What cloud-based tools or services does your team currently use (e.g., Microsoft 365, Google Workspace)?

Microsoft 365 (OneDrive)

Google Workspace

Dropbox

Other

Where is your data stored?

On Prem

In the Cloud

Both

Do you have a backup and disaster recovery (BDR) plan in place?

Yes

No

I am not sure

How often are your backups tested for reliability?

Regularly

Rarely

Never

I am not sure

Are your backups Immutable?

Yes

No

I am not sure

Are you affected by any Compliance requirements?

HIPAA

PCI

I am not sure

FTC Safeguards

Other

Voice over IP (VoIP) / Communications

Are you using a VoIP phone system? If so, how satisfied are you with it?

Do you experience dropped calls or poor voice quality?

Never

Rarely

Often

Is your current provider responsive to support requests?

Yes, they are awesome

They are okay

Don't get me started

User Access & Device Management

Do employees work remotely? If so, how do they access your systems?

Are remote devices centrally managed and regularly patched?

Yes

No

I am not sure

Do all users restricted so they only have access to the resources they need?

Yes

No

I am not sure

Are mobile devices secured and managed?

Yes

No

I am not sure

Support & Maintenance

What does your current support model look like?

Break / Fix

Proactive / Managed

Retainer

Prayer

How often are your systems updated or maintained?

How often do you have regular IT reporting or audits performed?

Monthly

Quarterly

Annually

Never

Future Plans & IT Strategy

Are you planning any office moves, expansions, or major upgrades? If yes, please tell us more.

Do you have a technology roadmap or budgeting process in place?

Yes, definitely

No

Kinda, but needs to be refined

What would an ideal IT partner provide that you aren’t currently getting?

What prompted you to consider a network assessment at this time?

Gut Check!

Okay, we saved the scariest questions for last. These are questions you may or may not have ever considered. If you are like most people, these are not questions you want to think about. However, these are probably the most important questions of the process. Be brutally honest.

Please answer the following questions under the assumption that your office suffers some catastrophic event that results in loss of your on-site hardware and data. (I.e. Fire, flood, tornado, ransomware attack, laser beam from alien invasion, etc.

What impact would it have on your ability to continue to provide the goods/services that generate your revenue and service your customers?

Very little

Annoying but we would deal with it

Hugely disruptive

Crippling

How long would it be before your ability to service your customers would be significantly impacted?

We could manage for a week or more

A couple of days would not be the end of the world

More than one day would be very disruptive

Full stop! I need my systems back RIGHT NOW!

Do you have a written Business Continuity Plan in place?

Yes

No

I do not know. What is business continuity?

Do you have a Cybersecurity Insurance Policy?

Yes

No

I do not know. What is Cybersecurity Insurance?

When is the last time an IT professional reviewed your policy and your systems to ensure you are meeting their requirements to receive payment in the event of a claim?

N/A, I do not have Cybersecurity Insurance

Within the last six months

Never

I do not know

Contact Us

Physical: 2 High St, New Boston, NH 03070

Mailing: 16A High St, PO BOX 412, New Boston, NH 03070

Phone: (855) 933 - 6488

Fax: (603) 259 - 1499

Our Clients

TYPOGRAPHY

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