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Home
Services & Solutions
Managed IT
Co-Managed IT
Cybersecurity
vCIO Services
Compliance
Cloud Computing & Hosting
Industries
Healthcare
Accounting
Finance & Banking
Nonprofits
Engineering, Architecture & Construction
Professional Services
Locations
Helena, MT
Missoula, MT
Bozeman, MT
Billings, MT
Butte, MT
Great Falls, MT
Boise, ID
Wichita, KS
Newton, KS
Kansas City, MO/KS
Sheridan, WY
About PTC
Meet The Team
Our Clients
Referral Program
Resources
Support Center
Client Portal
Blog
Case Studies
Content Library
Contact Us
1-888-417-3099
1-888-417-3099
Home
Services & Solutions
Managed IT
Co-Managed IT
Cybersecurity
vCIO Services
Compliance
Cloud Computing & Hosting
Industries
Healthcare
Accounting
Finance & Banking
Nonprofits
Engineering, Architecture & Construction
Professional Services
Locations
Helena, MT
Missoula, MT
Bozeman, MT
Billings, MT
Butte, MT
Great Falls, MT
Boise, ID
Wichita, KS
Newton, KS
Kansas City, MO/KS
Sheridan, WY
About PTC
Meet The Team
Our Clients
Referral Program
Resources
Support Center
Client Portal
Blog
Case Studies
Content Library
Contact Us
New Client Discovery
Step 1 of 5
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Who is PTC?
Since 2001 Pinion Technology Core, helps small to medium businesses in the Rocky Mountain Region leverage technology to grow faster and more efficiently. With over 20 years of experience, our security-first approach ensures that your IT infrastructure is robust and compliant with industry standards. Whether you need reliable IT support, advanced cybersecurity solutions, or a comprehensive digital transformation strategy, PTC is your trusted partner. Schedule a free assessment today and discover how we can help your business thrive.
Fill out the form to continue
Name
*
Email
*
Phone
Company
Your Business & IT Goals
What immediate needs or issues prompted you to talk to PTC?
(What keeps you up at night?)
What are your top business goals over the next 3 years?
(e.g., growth targets, new locations, staffing changes, compliance needs)
What are your top IT goals over the next 3 years?
(e.g., improving security, upgrading hardware, moving to the cloud)
What challenges are preventing you from reaching these goals?
What have you tried so far to address those challenges?
What does a successful IT solution look like for your business?
Do you have a budget allocated for IT improvements or support?
Yes
No
Rough estimate
Please leave any general questions or comments
IT Management & Support
Are you currently under contract with an IT Provider?
Yes
No
If so, when does that contract end?
Date Format: MM slash DD slash YYYY
Do you have an internal IT staff person/help desk?
What did you spend on IT last year?
(including hardware, software, support - Estimate is fine)
Under your current contract, are there extra fees?
(For things like onboarding new employees, on-site visits, or emergency support)
Do you know what is not covered in your current IT agreement?
(e.g., ransomware recovery, hardware replacement)
When would you ideally like a new solution in place?
Your IT Environment
How many total users/employees do you have?
(Please include contractors.)
Do any users/employees NOT use a company-owned device to access the network, email, etc.?
Yes
No
If so, how many?
How many total devices does your organization own?
(Desktops, laptops, tablets, etc.)
Please describe your wireless network setup
Number of access points
Owned or leased?
Owned
Leased
Brand/model
Please describe your firewall setup
Owned or leased?
Owned
Leased
Brand/model
Please describe your network switches
Number of switches
Port counts, POE, function
Brand/model
Do you have on-premises servers?
Yes
No
Physical and/or virtual?
Physical
Virtual
Both
How many?
*
Do you use cloud servers?
(e.g., Azure, AWS)
Yes
No
How Many?
What?
Is your phone system traditional PBX, cloud hosted, or on-premises VoIP?
Traditional PBX
Cloud hosted
On-premises VoIP
Do you have a backup and recovery strategy?
Yes
No
If so, please explain.
(Is it tested regularly? Do you have a second copy of your data?)
Do you use cloud applications?
(e.g., QuickBooks Online, Salesforce)
Licensing & Productivity Suite Details
Which productivity suite does your organization use?
Google Workspace
Microsoft 365
Other
If other please specify
*
Please list your current license types and quantities
(e.g., Microsoft 365 Business Premium- 12 users, Google Workspace Business Starter- 8 users)
Do you manage licenses internally or through a reseller/MSP?
Internally
Reseller/MSP
Are you using any add-ons or advanced features?
(e.g., Microsoft Defender, Google Vault, Teams Phone, etc.)
Do you have any compliance or security requirements tied to your licensing?
(e.g., HIPAA, SOC 2, CJIS, etc.)
Comments
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