SaiShift Managed IT Questionnaire

01 / About you

Your name *

Email for consultation follow-up *

Your role

Business name *

Phone (optional)

Website (optional)

Industry

Approximate employee count

Number of locations

02 / Your team & devices

How does your team work?

Approximate number of computers

Business-critical apps Examples: accounting, CRM, scheduling, or industry software.

What does your team struggle with day to day?

Which systems must keep working, and how much downtime is tolerable?

03 / Your technology today

Who supports your IT today?

Internet provider / backup connection

What works well?

What frustrates you?

Who owns the domain, subscriptions, and administrator accounts? Name the responsible person or provider only. Do not enter passwords.

04 / Security & backup

When was a restore last tested?

What systems or data are backed up, if known?

Past security incidents or current concerns (high-level only) Do not include sensitive records, secrets, or credentials. For an active incident, contact your support provider directly.

05 / Compliance

Types of regulated or sensitive data you handle Describe categories only, not actual patient, payment, or customer records.

Known audit, renewal, or contractual deadlines

06 / Goals & logistics

Preferred timeline

Monthly IT budget / project budget (optional)

Final decision-maker

Current vendor contract or renewal constraints

07 / Anything else

Anything else we should know?

Optional link to non-sensitive background materials Access will be coordinated securely. Never include passwords or regulated records.

I agree that SaiShift may use these answers to prepare for and follow up on my consultation.Answers are stored in SaiShift’s WordPress site for consultation preparation. Please do not include passwords or sensitive client records.

Your answers are saved when you submit. They are not saved as you type.