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User Details

Company:

Name (first and last):

Email Address:

Safety Audit

Analyze your current security profile and receive safety recommendations.

Section 1: Network & Perimeter Security

Do you have a dedicated business internet connection?

Yes No

1. Do you use a business-grade firewall/router?

What is the brand/model? (e.g., Fortinet, SonicWall, Ubiquiti):

2. Do you have a separate guest network for customers or visitors?

Yes No

2.1. Do guests have access to any internal devices (printers, servers)?

Yes No

3. Can your employees log in to your network or access files remotely?

Yes No

3.1. How is remote access handled?

Section 2: Endpoint Protection

1. How many computers/laptops are currently in active use?

2. Do all business devices have a centrally managed antivirus or EDR protection?

Yes No

2.1. Who is your current provider?

3. Are the hard disks on all company laptops encrypted (e.g., BitLocker/FileVault)?

Yes No

4. Are Operating System and software updates enforced automatically across all devices?

Yes No

5. Do employees have full "Administrator" rights on their local computers?

Yes No (Standard User only)

Section 3: Identity & Access Management

1. Which primary identity suite do you use?

2. Is Multi-Factor Authentication (MFA) enabled and required for ALL users?

Yes No

2.1. Did you setup an alternative second MFA authentication option?

Yes No

3. Do you use a company-wide password manager?

Yes No

3.1. Which one?

4. When an employee no longer works for your company, is their access to all systems revoked within 24 hours?

5. Can employees send sensitive files externally without any restriction or logging?

Section 4: Continuity & Data Protection

1. Do you have a dedicated backup provider separate from your primary file storage?

Yes No

2. When was the last time you performed a successful "Restore Test"?

3. Are your backups "Air-gapped" or protected specifically against ransomware?

4. If all systems went down tomorrow, how long could you realistically operate without them?

Section 5: On-Site & Compliance Readiness

1. Do you have networking or server equipment on-site (in a closet or rack)?

Yes No

1.1. Is the equipment secured in a locked room or a locked rack?

1.2. Is there a battery backup (UPS) protecting this equipment?

2. Are security cameras or building access systems connected to the network?

Yes No

2.1. Are they isolated on their own network (IoT VLAN)?

3. Does your industry require specific compliance (HIPAA, PCI, FINRA, etc.)?

Yes No

3.1. List the requirements:

4. Do you carry a standalone Cybersecurity Insurance policy?

Yes No

4.1. What is your approximate annual premium?

Technical Assessment

Provide details about your current IT setup across connectivity, software, and hardware.

1. ISP & Connectivity

Do you have a paid business internet subscription?

Yes No

1. Who is your current ISP?

2. What is the name of your ISP plan?

This plan is bundled with phone services

3. What is your approximate monthly base price (pre-tax)?

4. Do you have a mesh network (WiFi extenders to improve the WiFi signal)?

Yes No

4.1. How many WiFi extenders do you have?

5. Is this service currently under a contract?

Yes No

5.1. How many months are remaining on the contract?

6. What is your current download speed (Mbps)?

Mbps

7. What is your current upload speed (Mbps)?

Mbps

8. Do you pay for any Static IP addresses?

Yes No

8.1. How many Static IPs do you currently have?

2. Telecom & UCaaS

ℹ️ Telecom questions are not shown because your ISP plan is bundled with phone services.

1. How many phone lines or seats do you currently have?

2. Does this include separate fax lines or toll-free numbers?

Fax Lines

Toll-Free Numbers

3. Who is your current Telecom provider?

4. What is your approximate monthly bill?

5. Are you currently under contract?

Yes No

3. Bundled Packages

Current Bundle Subscription

Do you have a bundled service (e.g., Internet + Phone)?

Yes No

Your Current Plan

Monthly Bundle Cost ($):

Internet Speed (Mbps):

Included Phones/Lines:

Your Requirements

Min Desired Internet Speed (Mbps):

Max Desired Monthly Bundle Cost ($):

Leave blank for no limit.

4. SaaS Applications

Tell us about the software you currently use. We'll find more cost-effective alternatives.

Scheduling / Calendar (e.g. Calendly)

Software Name:

Monthly Cost ($):

Communication (e.g. Slack)

Software Name:

Monthly Cost ($):

File Management (e.g. Dropbox)

Software Name:

Monthly Cost ($):

Automation (e.g. Zapier)

Software Name:

Monthly Cost ($):

Accounting / Finance (e.g. QuickBooks)

QuickBooks (by Intuit)

Monthly Cost ($):

Xero

Monthly Cost ($):

FreshBooks

Monthly Cost ($):

Other

Software Name:

Monthly Cost ($):

CRM / Sales (e.g. Salesforce)

Salesforce

Monthly Cost ($):

HubSpot CRM

Monthly Cost ($):

Zoho CRM

Monthly Cost ($):

Other

Software Name:

Monthly Cost ($):

Payments / POS (e.g. Square)

Square

Monthly Cost ($):

Stripe

Monthly Cost ($):

PayPal

Monthly Cost ($):

Other

Software Name:

Monthly Cost ($):

Project / Task Management (e.g. Asana)

Asana

Monthly Cost ($):

Trello

Monthly Cost ($):

Monday.com

Monthly Cost ($):

Other

Software Name:

Monthly Cost ($):

Marketing / Email (e.g. Mailchimp)

Mailchimp

Monthly Cost ($):

Constant Contact

Monthly Cost ($):

Other

Software Name:

Monthly Cost ($):

HR / Payroll (e.g. Gusto)

Gusto

Monthly Cost ($):

ADP

Monthly Cost ($):

Other

Software Name:

Monthly Cost ($):

Productivity and Collaboration Suite (e.g. Google Workspace, Microsoft 365)

Software Name:

Monthly Cost ($):

5. Hardware

1. Do you have physical printers or copiers in the office?

1.1. Is your primary printer an Inkjet or a Laser printer?

Inkjet Laser printer

1.2. Do you lease this printer or do you own it?

Lease Own

Monthly cost ($): This includes printer paper

1.3. Do you have any additional printers?

1.3.1 Do you lease this printer or do you own it?

Lease Own

Monthly cost ($): This includes printer paper

1.4. Approximately how many pages does your office print per month?

Main printer:

Secondary printer:

2. Do you maintain physical on-site servers (in a closet or rack)?

2.1. How old is your current server hardware?

<3yr 3-5yr 5yr+

2.2. How much do you spend annually on server maintenance or repairs? ($)

3. Are you currently renting your modem or router from your ISP?

Yes No

If "Yes", we will estimate your rental fee based on your ISP plan.

6. Cloud Storage & Backup

1. Where do you primarily store and share company files?

1.1. Which cloud storage provider(s) do you pay for?

Dropbox

Monthly Cost ($):

OneDrive

Monthly Cost ($):

Google Drive

Monthly Cost ($):

Box

Monthly Cost ($):

Wasabi

Monthly Cost ($):

Other

Monthly Cost ($):

Part of productivity suite (no additional cost)

2. In the event of a total system failure, do you have a separate backup?

2.1. Who is your current backup provider?

I do my own local backup

Backblaze

Monthly Cost ($):

Acronis

Monthly Cost ($):

CloudAlly

Monthly Cost ($):

eazyBackup

Monthly Cost ($):

Other

Provider Name:

Monthly Cost ($):

2.2. Does your backup cover individual laptops or just a central server?

3. Does your industry require you to keep data archives?

3.1. Do you pay for a separate "Archiving" or "Cold Storage" service?

Yes

Monthly Cost ($):

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