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- Assessment Questions

Consult Call Readiness: Critical Security Assessment Questions

Essential questions we need to ask during our consult call, ensuring every conversation remains focused, targeted, and productive.

By gathering clear insights about your current security setup, decision-making process, budget status, pain points, and project timeline, we can:

Identify your organization's true needs and readiness before moving to a scheduled LIVE DEMO and 14-day FREE Trial.
Avoid unnecessary back-and-forth by frontloading important information, streamlining your experience.
Tailor our recommendations and demonstrations to your actual priorities instead of making generic suggestions.
Ensure the right stakeholders are engaged early, so decision paths are clear and efficient.

Using these questions keeps the consult process organized and maximizes the value of the demo and trial by aligning with your real objectives and constraints.

Full Name

Phone *

Email *

Do you need to follow any big compliance rules like PCI, HIPAA, or GDPR?

Have you ever considered using a single security platform that your own team could easily manage?

How do you currently protect your email, devices (like laptops and phones), company data, and cloud (SaaS) applications?

Have you already set aside a budget for this project, or do you have a sense of what you’re comfortable spending on it

We have a set budget

We have a rough idea

We haven’t planned a budget yet

Are you the person who makes the final decision on projects like this, or is there someone else we’ll need to loop in to get to a decision?

I am the decision maker

Someone else decides

If you’re not the decision maker, can you help me understand the steps or people involved in making this kind of decision?

Are you currently facing challenges with too many tools, overlapping solutions, or gaps in your security coverage?

Too many tools

Gaps in security coverage

Not sure how to solve current issues

Is this something you’re hoping to tackle in the next couple of months, or do you have a longer timeframe in mind?

Immediate (next 1-2 months)

Soon (next 3-6 months)

Longer term (over 6 months)

Not sure / depends on other factors

Is there anything about your current setup that you’d like to change but haven’t found a good way to address yet?

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