Copilot readiness and data governance project information

Skip the discovery call. Start with your contact details, then answer what you know about the environment. We’ll finish scoping by email and send you an itemized, fixed-fee proposal. Leave anything you’re unsure about blank.

Please don’t include passwords or other credentials. If we need access later, we’ll arrange it securely.

About you
Who is this project for? (required)

When you continue, we save your contact details so we can follow up if you get interrupted. The rest of your answers are sent only when you press Send project information.

Working together
Who looks after your IT today?

Optional. We keep it confidential.

How should we work with your client?

For example ConnectWise, Autotask, or HaloPSA, and Hudu or IT Glue.

Your Microsoft 365
Copilot licenses
Where does your data live?
Data and sharing
Sensitive information you handle
How do people usually share files?
Sensitivity labels today
Do you have an AI use policy?
Timing and next steps

For example: after 6 p.m. on weekdays, nothing during month-end close.

How would you like to finish scoping?

Have exports, reports, diagrams, or photos? List them here and we’ll send you a secure way to share them.

We use your answers only to scope this project and reply to you. See our privacy notice.