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Pre-Sales IT Discovery Questionnaire

This questionnaire helps us understand your organization, current technology environment, and service requirements so we can prepare an accurate managed services proposal. Approximate answers are fine. If you are unsure, select Unsure where available. Please do not enter passwords, MFA codes, recovery codes, API keys, tokens, or other authentication secrets.

1. Organization & Primary Contact

Organization name

Primary business location

Primary contact name

Primary contact role/title

Primary contact email

Primary contact phone

What best describes your organization?