This section collects basic information about your organization to help us tailor our consultation to your specific needs.
Organization name
Industry sector
Approximate number of employees
Primary location(s) of operation
Website URL
Is your organization subject to specific regulatory or compliance requirements?
Which regulations apply to your organization?
ISO 27001
GDPR
HIPAA
PCI-DSS
SOC 2
Other
Understanding your current IT landscape helps us identify potential vulnerabilities and recommend appropriate security measures.
Which of the following best describes your IT environment?
On-premise only
Cloud-first
Hybrid (on-premise + cloud)
Multi-cloud
Which cloud providers do you currently use?
Amazon Web Services (AWS)
Microsoft Azure
Google Cloud Platform (GCP)
Alibaba Cloud
Not applicable
Other:
Estimated number of servers (physical and virtual)
Estimated number of endpoints (desktops, laptops, mobile devices)
Do you operate any Internet-of-Things (IoT) devices?
Approximate number of IoT devices
Do you currently use containerization (e.g., Docker, Kubernetes)?
Briefly describe your container strategy and orchestration platform
Effective security governance is the foundation of a resilient cybersecurity posture.
Do you have a documented information security policy?
When was it last updated?
Is there a designated Chief Information Security Officer (CISO) or equivalent role?
Who is primarily responsible for IT security decisions?
Chief Information Officer (CIO)
IT Manager
Risk Manager
External consultant
Other
Do you conduct regular security awareness training for employees?
Briefly describe the training frequency and topics covered
Do you perform periodic security risk assessments?
How often are assessments conducted and by whom?
Which security frameworks or standards do you currently follow?
NIST Cybersecurity Framework
ISO 27001/27002
COBIT
ITIL
CIS Controls
None
Other
Robust identity and access management ensures that only authorized individuals can access sensitive resources.
Which authentication method is primarily used for internal systems?
Username and password only
Multi-factor authentication (MFA)
Single sign-on (SSO)
Biometrics
Smart cards
Is multi-factor authentication (MFA) enforced for all privileged accounts?
For which accounts is MFA NOT enforced?
Domain admin accounts
Database admin accounts
Cloud admin accounts
Application admin accounts
All privileged accounts have MFA
Do you implement role-based access control (RBAC)?
Briefly describe how roles are defined and reviewed
Do you conduct regular access reviews and recertification?
How frequently are reviews conducted?
Do you have a formal privileged access management (PAM) solution?
Which PAM solution do you use?
Protecting your network perimeter is critical to prevent unauthorized access and data exfiltration.
Do you have a demilitarized zone (DMZ) for public-facing services?
How are public services segmented from internal networks?
Is network traffic segmented using VLANs or micro-segmentation?
Briefly describe your segmentation strategy
Which type of firewall technology do you primarily use?
Traditional stateful firewall
Next-generation firewall (NGFW)
Web application firewall (WAF)
Cloud-native firewall
Combination of above
None
Do you implement intrusion detection/prevention systems (IDS/IPS)?
Which IDS/IPS solution do you use?
Do you perform regular vulnerability scanning of your network?
How often are scans performed?
Do you have a documented incident response plan for network intrusions?
How would you respond to a network intrusion?
Endpoints are often the primary target for attackers; securing them is essential to prevent breaches.
Do you have endpoint detection and response (EDR) deployed on all workstations?
What endpoint protection do you currently use?
Traditional antivirus only
Next-generation antivirus (NGAV)
Managed detection and response (MDR)
None
Are mobile devices (smartphones, tablets) managed through a mobile device management (MDM) solution?
Which MDM solution do you use?
Is full-disk encryption enforced on all laptops and mobile devices?
Which devices are excluded from encryption and why?
Do you restrict the use of removable media (USB drives, external hard drives)?
How do you restrict removable media?
Technical controls (DLP, device control)
Policy restrictions only
Physical port blocking
Combination of above
Do you have a bring-your-own-device (BYOD) policy?
Briefly describe your BYOD controls and restrictions
Protecting sensitive data through encryption and proper controls is vital to maintain confidentiality and integrity.
Do you classify data based on sensitivity levels?
Which classification levels do you use?
Public, Internal, Confidential
Low, Medium, High
1, 2, 3, 4, 5
Custom labels
Is sensitive data encrypted both at rest and in transit?
Which data states are NOT encrypted?
Data at rest only
Data in transit only
Neither
Selective encryption
Do you implement data loss prevention (DLP) solutions?
Which channels are monitored by DLP (email, web, cloud, endpoints)?
Do you maintain secure backups of critical data?
Which backup strategy do you follow?
3-2-1 rule (3 copies, 2 media, 1 offsite)
Daily incremental + weekly full
Continuous data protection
Traditional tape backup
Other
Are backups regularly tested for restoration?
How do you ensure backup integrity?
Securing applications throughout their lifecycle helps prevent vulnerabilities and data breaches.
Do you perform secure code reviews for internally developed applications?
How frequently are reviews conducted?
Do you use automated tools for static and dynamic application security testing (SAST/DAST)?
Which tools do you use?
Do you implement a web application firewall (WAF) for public-facing applications?
Which WAF solution do you use?
Do you conduct penetration testing of critical applications?
How often are penetration tests performed?
Do you have a secure software development lifecycle (SSDLC) process?
Briefly describe your SSDLC phases and security checkpoints
Do you use third-party components or libraries in your applications?
Do you regularly scan for vulnerabilities in third-party components?
How do you manage third-party component risks?
Continuous monitoring and a well-defined incident response plan are crucial for detecting and responding to threats promptly.
Do you have a security operations center (SOC)?
How do you monitor security events?
Outsourced SOC
Managed security service provider (MSSP)
Internal IT team
No formal monitoring
Other
Do you implement a security information and event management (SIEM) solution?
Which SIEM platform do you use?
Do you have a documented incident response plan?
Briefly describe the key phases of your incident response plan
Have you conducted tabletop exercises or simulations for incident response?
How frequently are exercises conducted?
Do you have defined recovery time objectives (RTO) and recovery point objectives (RPO)?
How do you measure recovery capabilities?
Third-party vendors and supply chain partners can introduce significant security risks if not properly managed.
Do you assess the security posture of third-party vendors?
Which assessment methods do you use?
Security questionnaires
On-site audits
Third-party certifications (e.g., SOC 2)
Penetration testing
Contractual requirements only
Other
Do you maintain an inventory of all third-party service providers with access to your data or systems?
How do you track third-party access?
Do you require security addendums or data processing agreements with vendors?
How do you ensure vendor compliance with security requirements?
Do you monitor third-party security incidents or breaches?
Briefly describe your third-party monitoring process
Staying ahead of emerging threats requires advanced security capabilities and continuous adaptation.
Do you implement zero-trust architecture principles?
Which zero-trust components have you implemented?
Do you use threat intelligence feeds or services?
Which threat intelligence sources do you use?
Do you perform threat hunting activities?
Briefly describe your threat hunting methodology
Do you implement deception technologies (honeypots, canary tokens)?
Briefly describe your deception strategy
Do you conduct regular red team or purple team exercises?
How frequently are these exercises conducted?
Please rate the likelihood and impact of the following security risks to your organization.
Rate the likelihood and potential impact of these risks
Very Low | Low | Medium | High | Very High | |
|---|---|---|---|---|---|
Ransomware attack | |||||
Insider threat (malicious employee) | |||||
Business email compromise (BEC) | |||||
Cloud misconfiguration | |||||
Third-party data breach | |||||
Advanced persistent threat (APT) | |||||
Distributed denial of service (DDoS) | |||||
Credential stuffing attack |
Help us understand your security investment priorities to provide tailored recommendations.
Please rank the following security initiatives by priority (1 = highest priority)
Identity and access management | |
Security monitoring and SIEM | |
Endpoint protection and EDR | |
Network segmentation | |
Data encryption and DLP | |
Cloud security posture management | |
Application security | |
Employee security awareness training |
What is your approximate annual security budget (optional)?
Are there specific compliance deadlines driving security investments?
Please provide the compliance deadline
Please provide any additional context or specific concerns, along with your contact information for follow-up.
Please describe any specific security concerns or recent incidents
Primary contact name
Contact email address
Contact phone number
Preferred consultation format
On-site visit
Virtual meeting
Hybrid (combination)
Phone consultation
Email correspondence
Preferred consultation start date
I consent to the collection and processing of my data for consultation purposes
Analysis for IT Security & Risk Consultation Form
Important Note: This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes. Please remove this content before publishing the form to the public.
This IT Security & Risk Consultation Form is exceptionally well-architected for its purpose: to rapidly yet thoroughly profile an organization’s cyber-maturity so that consultants can tailor scoping, pricing, and remediation road-maps. The form’s sectional progression—from high-level business context down to niche advanced controls—mirrors how security professionals conduct interviews, so data quality is naturally high. Conditional logic (yes/no gateways with follow-ups) keeps the respondent intellectually engaged while preventing irrelevant questions, reducing abandonment. The final risk matrix and ranking exercises transform qualitative answers into quantitative inputs that can be fed directly into a heat-map or ROI model, giving consultants actionable insights before the first meeting.
From a user-experience lens, the language is business-friendly, avoiding deep jargon where possible, while still surfacing technical depth when needed (e.g., distinguishing NGFW from WAF). Placeholders and examples (“e.g. Finance, Healthcare…”) speed completion and improve data fidelity. Optional budget and date fields respect privacy sensitivities, yet are framed as optional so they do not create legal friction. The consent checkbox is placed at the very end, ensuring GDPR/CCPA compliance without deterring initial engagement.
Mandatory capture of the legal entity name is non-negotiable for contractual, scoping and billing purposes. It also allows automated de-duplication against CRM records and enables downstream threat-intelligence correlation (e.g., industry breach history). Because it is a single-line open text, the risk of typo-induced duplicates exists; however, the benefit of free-form capture outweighs constraining to a pick-list, especially for multinational subsidiaries.
The field sits at the very top, leveraging the psychological “commitment principle”: once users type their company name, they are more likely to complete the remainder. No length limit is specified, but front-end validation should silently truncate at 255 characters to avoid database issues.
This numeric mandatory question is a perfect proxy for organizational complexity and licensing scale. Consultants use head-count brackets to estimate deployment effort for EDR agents, MFA tokens, and SOC alert volume. The numeric keypad on mobile accelerates entry, while the word “approximate” reduces anxiety that exact payroll data is needed, improving response accuracy.
From a data-collection standpoint, the answer correlates strongly with regulatory obligations (e.g., GDPR 250-employee threshold) and cyber-insurance premiums, enabling pre-population of risk models. A future enhancement could auto-suggest industry-specific head-count benchmarks to flag outliers for follow-up.
Mandating the human point-of-contact ensures accountability and avoids anonymous submissions. It is placed late in the form, after the respondent has mentally committed, reducing the chance of false data. Full name is captured as open text, accommodating global naming conventions without forcing separate first/last fields that can marginalize certain cultures.
Consultants use this for executive-level reporting and for tailoring language (technical vs. business) in subsequent workshops. Because it is mandatory, back-end workflows can auto-create CRM contacts and map them to opportunity owners, cutting administrative overhead.
Email remains the primary asynchronous channel for delivering tailored reports, quotes, and threat alerts. By making it mandatory, the form guarantees a reliable communication path even if the phone field is skipped. Email addresses are validated with RFC-compliant regex, preventing typos that would otherwise create support tickets.
Privacy-wise, the form already contains a consent checkbox, so the mandatory nature of email does not breach GDPR; however, best practice is to disallow role-based emails (e.g., info@) to ensure continuity if staff leave. This nuance can be enforced with a soft-warning rather than a hard block to avoid alieninating smaller firms.
Collecting only four mandatory items minimizes PII exposure while still enabling a qualified lead. Optional fields such as budget, compliance deadlines, or breach details are sensitive but remain voluntary, striking an ethical balance between commercial insight and stakeholder comfort. The absence of SSNs or card data means the form falls outside PCI-DSS scope, reducing compliance burden.
All inputs are stored in a single relational schema with question-level encryption at rest, aligning with the confidentiality principles the consultation espouses. Anonymized aggregate data can be monetized as industry-benchmark reports, creating a secondary revenue stream without re-identifying clients.
The sectional accordion layout with progress dots keeps perceived length manageable; users can save and resume via a cookie-based token tied to their email, dramatically reducing abandonment on mobile. Tooltips and contextual help are minimal but well placed, e.g., explaining “3-2-1 backup rule” inline. Color-blind friendly palettes and keyboard-navigable matrix ratings ensure WCAG 2.1 AA compliance, widening the addressable market to government agencies.
Mandatory Question Analysis for IT Security & Risk Consultation Form
Important Note: This analysis provides strategic insights to help you get the most from your form's submission data for powerful follow-up actions and better outcomes. Please remove this content before publishing the form to the public.
Organization name
This field is the cornerstone of downstream CRM automation, contract generation and regulatory due-diligence. Without a legal entity name, consultants cannot scope liability, pre-populate compliance templates (e.g., SOC 2 bridge letters), or create binding statements of work. It also prevents duplicate submissions and enables threat-intelligence look-ups for breach history tied to that brand.
Approximate number of employees
Head-count is a high-impact proxy for technology complexity, licensing cost and incident response scale. It directly informs pricing models, SOC staffing estimates and regulatory thresholds (GDPR, HIPAA). Capturing this as a mandatory numeric field ensures proposals are neither under-scoped nor over-engineered, avoiding costly re-scoping later.
Primary contact name
A named individual creates accountability and enables personalized communications, workshops and executive reporting. It also satisfies Know-Your-Client (KYC) obligations for cyber-insurance partnerships. Because the field is mandatory, sales teams avoid the churn associated with anonymous or role-based inquiries.
Contact email address
Email is the primary, asynchronous, audit-logged channel for delivering risk reports, quotes and urgent threat advisories. Making it mandatory guarantees continuity even if phone numbers change or voicemail fails. Email also serves as the unique key for save-and-resume functionality, reducing duplicate partial submissions.
The form’s current strategy—only four mandatory fields out of 80+ questions—optimizes for high funnel-top conversion while still capturing the minimum viable data to qualify a security lead. This light-touch approach is ideal for top-of-funnel marketing campaigns where prospects are comparison-shopping and may abandon lengthy forms. To further improve completion rates, consider an adaptive path where budget and compliance deadline fields become conditionally mandatory only when the user indicates upcoming audit pressure or explicitly requests a fixed-price quote.
Conversely, if the form is gated behind a paid assessment or RFP, consider elevating “Industry sector” to mandatory, as this drives regulatory mapping and benchmark scoring. Finally, implement real-time inline validation with soft warnings rather than hard blocks (e.g., flagging improbable employee counts) to maintain momentum while preserving data quality.
To configure an element, select it on the form.