QUESTIONNAIRE Name * First Name Last Name Email * Business Name * What services does your business provide? * Legal Accounting Therapy/Medical Consulting Other Do you handle any of the following information? * Personally Identifiable Information (PII) Financial Data (Bank info, credit cards) Health Data (HIPAA-Related) Legal or confidential information How many people use your computers, email and business systems? * Just me More than 5 2 - 5 Device and System Use What devices do you use to run your business? * Desktop Laptop Mobile Phone Tablet What operating systems do you use? * Windows MacOS iOS (iPhone/iPad) Android Are your devices protected by: * Pin Antivirus Disk Encryption Email & Communication What email provider do you use? * Microsoft 365/ Outlook Gmail / Google Workspace Other Do you ever send or receive sensitive information by email (client docs, IDs, etc.) * Yes No Do you know how to recognize phishing or suspicious emails? * Yes No I'd Like to receive training Data Storage & Backups Where do you store your business/client files? * Local Computer External Hard Drive Cloud storage (e.g., OneDrive, Google Drive) Practice/case management software Do you regularly back up your files? * Yes No Not Sure Are your backups encrypted? * Yes No Not Sure Website / Online Presence Do you have a business website? * Yes No Do you manage it yourself or hire someone else? Myself Someone else Does your website collect client data or have login access? Yes No Not Sure Security Preferences Would you like us to: * Monitor for data breaches involving your email/domain Help configure email security (SPF, DKIM, DMARC) Review suspicious emails when you receive them Help choose security tools for devices & backups Conduct periodic check-ins and updates Receive cybersecurity awareness and training Other Thank you! You are one step closer to securing your business. We will reach out to you within 24 hours.
