Technology Discovery Session

Let's find the right tech for your business

Welcome to your Technology Discovery!

We’re excited to learn more about your business. This assessment takes about 3 to 5 minutes to complete.

Your answers will give our engineering team a clear picture of your current IT infrastructure, software, and pain points. Once submitted, we will review your data to prepare tailored insights for your upcoming consultation.

Step 1 of 2

Let's stay in touch

Enter your contact info so we can send you your personalized briefing and follow up with recommendations.

Full Name *

Company Name

Email Address *

Phone Number

Question 1 of 12

How many employees does your business have?

This helps us size the right solution for your team.

Just me (1) 2–5 6–15 16–50 50+

Question 2 of 12

How do you currently handle IT support?

Tell us about your current IT situation.

We don't have any IT support We have a dedicated in-house IT person We use a break/fix technician when something breaks We already have an MSP but want to switch Not sure / Other

Question 3 of 12

How often do you experience IT issues that disrupt work?

Downtime, slow computers, network issues, printer problems, etc.

Daily Weekly Monthly Rarely / Never Not sure

Question 4 of 12

Do you have a documented backup and disaster recovery plan?

Including offsite/cloud backups and a tested restore process.

Yes No

Question 5 of 12

What cybersecurity concerns keep you up at night? (Select all that apply)

Select everything that applies to your business.

Ransomware / malware attacks Phishing emails targeting employees Data breaches / stolen customer data No firewall or outdated security Employees using weak passwords Remote worker security risks Compliance requirements (HIPAA, PCI, etc.) None — I feel secure

Question 6 of 12

Do any of these compliance requirements apply to your business?

Compliance rules affect what security measures you need.

HIPAA (healthcare) PCI-DSS (credit card processing) SOC 2 GDPR (EU data) None Not sure

Question 7 of 12

On a scale of 1–10, how confident are you in your current cybersecurity posture?

1 = Not confident at all, 10 = Completely confident.

LowHigh

Question 8 of 12

Are you interested in security camera systems for your business?

HD/4K IP cameras with remote viewing and cloud recording.

Yes — we need cameras installed Yes — we have cameras but want to upgrade Maybe — I'd like to learn more No — not interested

Question 9 of 12

What best describes your current website situation?

Website performance, design, hosting, and features.

We don't have a website yet We have a website but it needs a redesign We have a website but it's slow / broken often We need e-commerce or online booking added Our website is fine — no changes needed

Question 10 of 12

What is your biggest technology pain point right now?

Be specific — the more detail, the better we can help.

Question 11 of 12

When are you looking to make changes?

Helps us prioritize and plan accordingly.

ASAP — we have an urgent issue Within 1–2 months Within 3–6 months Just exploring options for now

Question 12 of 12

What is your approximate monthly technology budget?

This helps us recommend solutions that fit your budget.

Under $500 $500 – $1,500 $1,500 – $3,000 $3,000 – $5,000 $5,000+ Not sure yet

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