Technology overview checklist
Not sure where to start? This list helps you sort out what matters most, so a first conversation focuses on your top priority instead of everything at once.
- Which areas would you like to look at?Internet, business phones, contact center, mobile, Microsoft 365 or email, cloud, cybersecurity, backup and disaster recovery, IT support, other.
- How many locations and about how many employees do you have?A rough count is fine.
- Which one is the most pressing right now, and why?A contract ending, rising costs, outages, growth, a security scare or a new project.
- Are any technology contracts renewing in the next six months?List what you know; "not sure" is a useful answer too.
- Is a project coming up that we should plan around?A move, a new office, an acquisition, a system change or a compliance deadline.
- Who else would weigh in on a decision?For example an owner, finance or an outside IT provider.
Rough answers are fine, and "not sure" is a useful answer. Please don't send account numbers, passwords or full bills; if we need to look at a contract, we'll arrange a safe way to share it.
Bring your answers to a free review
A complimentary 20-minute conversation about your current services or an upcoming renewal. No obligation to switch.
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Prefer to share details first? Email [email protected]. Include your company, the decision and your timing, and leave out confidential information.