DOC.10 - Free fillable PDF · Small business IT assessment
Find the IT risks your business should fix first
A free 10-point self-assessment you can run on your own setup - review your Microsoft 365 security, backups, endpoints, network, and incident readiness without needing an IT background. Built for small businesses, with a clear 30-day action plan.
SEC.01 - What you'll get
A useful self-assessment - not a generic sales brochure
Check each control, identify uncertain areas, and walk away with a short list of priorities you can act on internally or review with a trusted IT partner.
The PDF includes fillable fields and checkboxes, or you can print it for a team review.
Review MFA, legacy authentication, administrator protection, and policy testing.
Turn a long security wish list into a manageable first set of actions.
Microsoft 365 & identity · backups & recovery · endpoints & patching · network & vendor access · incident response.
Email me the free checklist
Enter your information below and we'll send the fillable PDF - free, and requesting it does not subscribe you to marketing.
We never ask for passwords. See our privacy policy.
SEC.02 - After the assessment
Want a second set of eyes on your results?
Fill out the checklist yourself and act on it however you like - it's yours to keep either way. If you'd rather walk through what you found with someone, we'll do a free 30-minute review of your answers and tell you which items actually matter for a business your size.
SEC.03 - Questions about the checklist
Common questions
Is the checklist really free?
Yes. You give us your name and business email, we email you the fillable PDF, and that's the whole transaction. There's no cost and no purchase attached to it.
Do I have to become a client to use it?
No. The checklist is written so you can work through it on your own, or hand it to whoever already handles your IT. Plenty of people use it and we never hear back - that's fine.
What does the assessment actually cover?
Ten practical controls across five areas: Microsoft 365 and identity, backups and recovery, endpoints and patching, network and vendor access, and incident response. It's written in plain English, not audit jargon.
Will requesting it put me on a marketing list?
No. Requesting the checklist doesn't subscribe you to marketing. We may follow up once to ask if you have questions about your results.