Technology Intake Form

Simple Contact Information

Business name Contact Full Name

Business Overview & Goals

What does your business do, and who are your target customers? What are your short-term and long-term goals? Are you planning to scale quickly (e.g., hire employees, open new locations)? Do you have a budget allocated for technology?

People & Roles

How many people will be using technology (now and projected)? What roles do they have, and what kind of access do they need? Will any staff work remotely or travel often?

Core Operations & Applications

What tools or software do you need to run the business (e.g., email, accounting, POS, CRM)? Are there any industry-specific tools or compliance needs (e.g., HIPAA, PCI)? Do you need integration between systems (e.g., website to CRM to email)?

Infrastructure & Hosting

Are you using cloud services (e.g., Microsoft 365, Google Workspace, AWS)? Do you need any on-premises servers or storage? Will you host your own website or use a provider (e.g., Wix, WordPress, Shopify)?

Security & Access

Do you want to enforce MFA (multi-factor authentication)? How will devices be secured (antivirus, MDM, encryption)? Whats your plan for user access control and offboarding? Is there a need for client data security, privacy policies, or legal protections?

Data Management

What data do you need to store and back up? Do you need file sharing or document collaboration? Will you need cloud storage (e.g., Google Drive, OneDrive, Dropbox)? Do you need to retain emails or files for legal or operational reasons?

Networking & Hardware

What internet service and speed are available at your location? What networking hardware is needed (router, switch, Wi-Fi)? What end-user devices are needed (laptops, phones, tablets)? Will you be setting up a phone system or VoIP service?

Communication & Collaboration

What email domain should be used? Will you use Slack, Teams, or another messaging platform? Do you need video conferencing capabilities? Do you need shared calendars or appointment booking?

Technology Policies & Documentation

Will there be acceptable use, password, or BYOD policies? Do you want documentation of systems, logins, inventory, etc.? Should employees sign IT onboarding/offboarding checklists?

Support & Maintenance

Who will provide ongoing tech support (you, MSP, helpdesk)? Will you set up system monitoring or alerting? Do you want remote management tools (e.g., RMM, remote desktop)?

Future-Proofing

Are there plans for e-commerce, custom software, or app development? Should systems be scalable for more users/clients? Are you interested in automation or AI tools to reduce manual tasks?