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Pre-Engagement Questionnaire
Z7 Solutions - Strategic IT Alignment Questionnaire
Pre-Discovery Strategic Intake for MSP Proposal Development
Company Name
Website / Primary Domain
Primary Industry / Market
Federal Government
State & Local Government
Education
Healthcare
Critical Infrastructure/Utilities
Legal
Financial Services
Logistics
Manufacturing
Hospitality
Private Equity
Startup
SMB Commercial
Other
Primary Contact Name & Title
Primary Contact Email & Phone
Which Z7 Solutions pillars align with your immediate needs? (Select all that apply)
Managed IT Operations (day-to-day support, devices, servers, network)
Cybersecurity & Compliance (protection, monitoring, response)
Modernization & Cloud Projects (upgrades, migration, new systems)
Total Number of Users Needing IT Support
Approximate Number of Workstations/Laptops
Servers/Virtual Machines in Production
Number of Physical Locations / Sites
Remote / Hybrid Users (%)
0-10%
11-25%
26-50%
51-75%
76-100%Modernization & Cloud Projects (upgrades, migration, new systems)
Current Environment Type
Mostly on-premises (limited cloud)
Hybrid (mix of on-prem and cloud)
Mostly cloud (M365/Google + SaaS + IaaS)
Who currently manages your IT?
In-house team only
Outsourced MSP only
Mix of internal IT and MSP
No formal IT (ad-hoc support)
Average Monthly IT Ticket Volume (estimate)
<50
50-100
101-250
251-500
>500
Not sure
Required Support Hours
Business hours only (Mon-Fri, approx. 8-5 local)
Extended business hours (Mon-Fri, early/late coverage)
24x7 for critical issues only
Full 24x7 user support
Target Response Time for Critical Issues
15 minutes
30 minutes
1 hour
2 hours
4 hours
Same business day
Current Security Tools in Use (check all that apply)
Next-Gen Firewall
Endpoint Protection/EDR
Email Security/Filtering
MFA/Identity Protection
SIEM/MDR/SOC service
Data Loss Prevention
Vulnerability Scanning
None/Not sure
Compliance or Regulatory Requirements
HIPAA
PCI-DSS
NIST 800-171/CMMC
SOX/Financial
FERPA/Education
FedRAMP
StateRAMP
ITAR
Other
None
Have you experienced a significant security incident in the last 24 months?
Yes
No
Prefer not to say
Which services are you most interested in? (Select all that apply)
Managed Help Desk & End-User Support
Server/Infrastructure Management
Network & Wi-Fi Management
Backup & Disaster Recovery
Security Monitoring & SOC/MDR
Compliance Readiness & Assessments
Cloud Migration or Optimization Projects
M365/Google Workspace Modernization
vCIO/IT Strategy
Staff Augmentation
Other (specify in notes)
Top 3 IT or Security Priorities (Next 6-12 Months)
Desired Timing to Engage an MSP
ASAP (0-3 months)
3-6 months
6-12 months
Exploring options only
Anything else we should know before preparing your proposal?
Send