Question 1

What is the iT assessment questionnaire template for?

Accepted Answer

Managed IT providers price by users, systems and risk. This questionnaire gets the headcount, the systems, the backup and security setup and the biggest headache, which is what a proposal needs.

Question 2

What does the iT assessment questionnaire template ask?

Accepted Answer

10 questions: What's your first name? Nice to meet you, {{first_name}}. What's your email? And a phone number? Which company are you with? How many people use computers at work? What do you run on? How are your files backed up? Which do you have in place? What's the biggest IT headache? Who supports your IT now?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 55 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 30 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

IT assessment questionnaire template

Free IT assessment