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IT scope worksheet

Put your current IT setup and priorities in one place before discussing a partnership with Bit Collective.

Every answer is optional. Choose or write Not sure wherever you need help. Do not enter passwords, credentials, personal details or sensitive business information.

Your answers stay in this page until you reload or leave. They are not saved by this worksheet or sent to Bit. Download or print a copy if you want to keep them.

1. Your business and platforms

Start with what you know. Approximate answers are fine.

Optional. Use a general reference if you prefer.

Not answered

Include an estimate of devices or locations if useful.

Not answered

For example, Microsoft 365, Google Workspace, a server or NAS. Write Not sure if you don’t know.

Not answered

2. Maintenance, monitoring and security

Capture your current arrangements and any gaps you want to discuss.

Choose your current arrangement.

Not answered

Describe what you know and any concerns. Do not include access details.

Not answered

3. Backups and recovery

Bit’s published services include backup and recovery options. Use this section to identify what needs checking.

For example, remote backup software or offsite storage. Not sure is a useful answer.

Not answered

Choose the closest answer.

Not answered

Describe business priorities without including sensitive information.

Not answered

4. Support and next steps

Record your needs for a conversation. This worksheet does not select a plan or confirm coverage.

Choose the closest answer.

Not answered

For example, recurring issues, licensing, hardware or software procurement, support hours or plan inclusions.

Not answered

0 of 10 optional questions answered.

Ready to discuss your needs?

Use Bit’s existing quote form to start a conversation. Your worksheet answers are not transferred to that form.

Discuss your IT needs