Right-Fit Questionnaire Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form. – Step 1 of 6Client InformationClient NameContact Name *FirstLastDate *Completed by *Mike ChambersKirsten ChambersSantiago HernandezJoey ScottNextClient ProfileWhat is your industry or line of business? *ConstructionEducationFinanceHealthcareLegalNonprofitRetailOtherIf other, please describe your line of business?How many full-time employees do you have? *1 – 45 – 910 – 1920 – 2930 – 4950 +How many computers, laptops, or workstations are in use? *1 – 45 – 910 – 1920 – 2930 – 4950 +How many physical locations do you operate? *123456 +Do you have any remote employees? *YesNoIf yes, how many? *1 – 45 – 910 – 1920 – 2930 – 4950 +NextSecurity & ComplianceAre you subject to any regulatory compliance requirements? *NoneCMMCFERPAGLBAHIPAAPCI-DSSSOXOtherChoice 12Check all that apply.Do you currently use a managed antivirus or EDR solution? *YesNoNot SureEDR Product/ProviderHave you experienced a security incident or data breach in the past 24 months? *YesNoNot SureIf yes, please describe briefly.NextTechnology LandscapeDo you currently have an IT provider or in-house support team? *In-houseMSP/IT ProviderNoneWhat systems are you currently using? *Microsoft 365Google WorkspaceQuickBooks OnlineLocal ServerNAS/SANVoIP Phone ServiceOtherPlease choose all that apply.If other, please list or describe.Do you currently have a backup solution in place? *YesNoNot SureIf yes, what type?LocalCloudHybrid (Local & Cloud)Backup ProviderDo you have network documentation or an asset inventory? *YesNoNot SurePlease upload your most recent documentation and/or asset inventory. Drag & Drop Files, Choose Files to Upload You can upload up to 5 files. File types accepted: *.pdf, *.doc(x), *.xls(x), *.csv, *.txt, *.png, *.jpgNextIT Goals & Pain PointsWhat are your top IT frustrations today? *What would a successful IT relationship look like for you? *Do you have a budget range for this project or partnership? *< $1,000$1,000 – $2,500$2,500 – $5,000$5,000 +Undisclosed How Client Points Do you have a timeline for this project or partnership? (copy) *DaysWeeksMonthsUndisclosedNextAdministrative & Next Steps (Internal Use Only)You can inform the client that the questionnaire is complete at this step. The remaining questions are internal questions and do not require answers from the client.What is your position or title?ClientUnited PC RepresentativeCheckboxesI agreeThe information that I have supplied in this questionnaire is true and complete to the best of my knowledge.What’s the next step after today’s meeting? *Follow-up CallProposal RequestedAssessment ScheduledDisqualifiedOtherBest Contact Number *Assessment Date *DateTimeDisqualification Reason *If other, please describe the next steps. *Submit
