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Let's Start with the Basics

Tell us about your company

Company Name *

Your Name *

Your Title

Email *

Phone

Industry *

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Current IT Environment

Help us understand your setup

How many employees use technology daily? * This includes anyone with a computer, email, or software access

1-10

11-25

26-50

51-100

100+

Do you currently use Microsoft 365? *

✅ Yes

❌ No

⚠️ Some users

Who manages your IT currently? *

Internal IT Team

MSP/Partner

Employee Wears Hat

No One/Ad Hoc

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Software & Subscriptions Audit

Check all that you currently pay for

Productivity & Collaboration

Microsoft 365 Email, Office apps, OneDrive, Teams Google Workspace Gmail, Docs, Drive, Meet Slack Team messaging Zoom Video conferencing

Creative & Design Tools

Adobe Creative Cloud Photoshop, Illustrator, InDesign, etc. Canva Pro Graphic design Figma Design & prototyping

Project Management & CRM

Salesforce CRM platform HubSpot Marketing & CRM Asana Project management Monday.com Work management Trello Task boards

Document & File Management

Dropbox Cloud storage Box Enterprise file sharing DocuSign E-signatures

Other Business Tools

QuickBooks Accounting Shopify E-commerce Calendly Scheduling Loom Video messaging

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Future Technology Plans

Where do you want to go?

Expected growth in the next 12 months? *

Downsizing

Staying Same

Growing 10-25%

Growing 25%+

What are your top technology priorities? (Check all that apply)

🔒 Improve Security Cybersecurity, compliance, data protection ⚡ Automate Processes Reduce manual work, streamline workflows 👥 Better Collaboration Team communication, remote work tools 💰 Reduce IT Costs Lower software spend, consolidate tools 📱 Build Custom Apps Internal tools, process apps 📊 Better Reporting Dashboards, analytics, insights

Any specific challenges or pain points? Optional - but helps us give better recommendations

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Budget & Investment

This helps us provide realistic recommendations

Approximately how much do you spend on IT monthly? * Include software, support, hardware, everything IT-related

$0 - $1,000

$1,000 - $2,500

$2,500 - $5,000

$5,000 - $10,000

$10,000+

Would you invest more in IT if you could see clear ROI? *

✅ Yes, 25%+ more

✅ Yes, 10-25% more

🤔 Maybe, need to see value

❌ No, need to cut costs

When are you looking to make changes? *

🔥 ASAP

1-3 Months

3-6 Months

Just Exploring

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Your IT Assessment Results

Based on your responses

$0

Estimated Annual Savings Potential

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$0

Current Software Spend/Month

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0

Tools You're Paying For

⚡

0

Could Be Power Apps

💡 Personalized Recommendations

Want to Explore Your Options?

Schedule a free 30-minute consultation to discuss your optimization opportunities.