New Client Discovery

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.
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Name*
Email*
Phone
Company

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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

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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?

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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.)
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