GTF Discovery Session

Let's Build Your IT Roadmap

Answer a few quick questions so our team can understand your environment and put together a strategy built around your goals — not a generic sales pitch.

01·Business 02·Technology 03·Current IT 04·Security 05·Contact

Step 01 of 05

About Your Business

Industry

Number of Employees

1-10 11-25 26-50 51-100 101-250 250+

Office Locations

1 2-3 4-5 6-10 10+

Remote / Hybrid Employees?

Yes — Fully Remote Yes — Hybrid No — All On-Site Not Sure Yet

Step 02 of 05

Your Technology

Computers / Laptops in Use

1-5 6-15 16-30 31-60 60+

Do You Have On-Site Servers?

Yes No Not sure

Cloud Services in Use

Microsoft 365 Google Workspace Dropbox/Box AWS/Azure QuickBooks Online Salesforce None Other

Do You Have a Business Phone System?

Yes — VoIP Yes — Traditional No In Process of Changing

Critical Line-of-Business Software

Step 03 of 05

Current IT Situation

Who Handles Your IT Support Today?

In-house IT staff Another IT company Managing ourselves No IT support

How Often Do IT Issues Interrupt Your Workday?

Daily Few times a week Few times a month Rarely

What's Your Biggest IT Frustration Right Now?

Step 04 of 05

Security & Compliance

Do You Process Credit Cards?

Yes No

Do You Handle Medical, Legal, or Other Sensitive Data?

Yes — Medical (HIPAA) Yes — Legal Yes — Financial No Not Sure

Has Your Business Experienced a Cyberattack, Ransomware, or Data Loss?

Yes No Not sure

Do Employees Use Personal Devices for Work?

Yes — Phones Only Yes — Laptops Too Some Do, Some Don't No

Step 05 of 05

Contact & Goals

Company Name

Your Name

Email Address

Phone Number

Best Time to Reach You

What Does Great IT Support Look Like to You?

Any Big Changes Coming Up? (optional)

What's Your Biggest Concern Going Into This Conversation?

Anything Else We Should Know? (optional)

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