Intake Form (Client)
If you’re not sure, pick C and add a note.
1) Primary goal
A) Confirm real risk + recoverability and get a 90-day plan
B) Compliance prep
C) Not sure — want clarity
Select:
- A
- B
- C
Notes:
2) Workspace
A) Mostly Microsoft 365
B) Mostly Google Workspace
C) Mix
D) Not sure
Select:
- A
- B
- C
- D
Notes:
3) IT support model
A) MSP + internal owner
B) MSP only
C) Internal IT
D) Founder/office manager
E) Other
Select:
- A
- B
- C
- D
- E
Notes:
4) Biggest fear (pick up to 2)
A) Account takeover / phishing / ransomware
B) Losing files/email
C) Outages/downtime
D) Vendor lockout
E) Tool chaos
Notes:
5) Backups best description
A) Tested a restore in last 90 days
B) Have backups but haven’t tested recently
C) Not sure what’s backed up
D) Don’t think we have backups
Select:
- A
- B
- C
- D
Notes:
6) Restore test target (pick one)
A) Restore files to a safe location
B) Recover mailbox
C) Restore server/VM
D) SaaS dataset export/recovery
Select:
- A
- B
- C
- D
Notes:
7) Key systems (top 5)
8) Readout attendees
A) CEO/ED + Ops lead
B) IT only
C) Board rep
D) Not sure
Select:
- A
- B
- C
- D
Names/roles:
9) Constraints
A) Access within 48 hours
B) Slower access
C) Strict approvals
Select:
- A
- B
- C