Resources
Client Readiness Checklist
Prepare for Your Discovery Call
This comprehensive checklist helps you clarify what you need, reduce discovery time, and get a faster, more accurate recommendation from Polus.
Time to complete: 10–15 minutes
Best used: Before or after booking your free discovery call
What's included:
- 15 sections covering operations, IT, and business context
- Process pain points and priorities assessment
- Microsoft 365 and IT infrastructure review
- Backup, security, and disaster recovery checklist
- Budget and timeline planning guidance
Note: You don't need to answer every question. Fill out what you can, and leave the rest blank. We'll work through it together during your discovery call.
Privacy Notice: This checklist helps you prepare for your consultation. No personal data is collected when you download it. If you email your completed checklist to us, your information will be handled according to our Privacy Policy.
Already filled it out? Email it to jack.washmon@polus-cs.com
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Book a free 30-minute discovery call. You'll leave with clear next steps and a recommended starting point.
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