New Client Questionnaire

NOTE: Answers do not need to be 100% accurate.  Estimates will be adequate in most cases.

GENERAL
Do you have IT problems that need immediate attention?
Was there a specific issue that prompted your request for services quote?
Has your company been hit with ransomware in the last year?
Do you currently have an outside company that you use for IT support?
Are you currently under any type of monthly managed services agreements?
Do you have any industry-specific or government-related regulations you need to follow?

SERVERS
What brand, quantity and model servers do you have?
What operating systems are running on those servers.
Are there virtual machines installed? If so, how many?
How old is the server hardware?
Who did the server installations?
Is there a server-grade power backup unit installed?
What services are you currently using the servers for?
Who monitors your server health?

PC/WORKSTATIONS/LATOPS
What brand, quantity and model workstations and laptops do you have?
What is their approximate age?
All running Win 10 or higher?
Do all have SSDs?

DATA BACKUP SYSTEMS
What data backup software are you using?
How often are data backups being performed?
What are you using for off-site storage?
If cloud storage is used, who is the cloud storage provider?
Who monitors your data backup system?

WEB SITE
Who does the hosting for your web site and web store?

INTERNET CONNECTION
Who provides the Internet connection for your corporate offices?
What is the available bandwidth?

FIREWALL
What firewall model & brand are you using?
Does it have a current maintenance/security subscription?
Approximately when was it installed?
Who did the installation of it?

ENDPOINT PROTECTION SYSTEMS
What endpoint protection (anti-virus/anti-malware) software are you using?
Who monitors your endpoint protection software?

DATA SWITCHES
What brand and model of data switches are you using?
What is the approximate age?
Do you have any VLANs currently configured?

REMOTE ACCESS
Are you using a VPN to access the network remotely?
What are you currently using as your desktop environment when accessing your network remotely?

SITE-TO-SITE VPNs
Do you have any site-to site VPNs?

WIRELESS ACCESS POINTS
How many wireless access points are in use?
What brand and model?
Are any of them set up for use by the public?
How many SSIDs do you have?

PRINTERS
What are you using for shared printers?
Are any of them under a managed print agreement?

SOFTWARE
What are you running for business management software?
What are you using for your accounting system?
Any other specialized software in use?
Is manufacturer support available (support contract) for all mission-critical software?

EMAIL
What are you using for email?
Are you using two-factor authentication for email?
Are you using an email backup system?

OFFICE 365
Are you using any Microsoft Office 365 subscription products?

HOURS OF OPERATION
What are your hours of operation?
What is the timeframe you need for contracted support?

IT SECURITY SERVICES
Are you using any third parties for anti-phishing testing/education, managed detect & response (MDR) or vulnerability testing?