Client Discovery Intake

Tell us a bit about your business and your security goals so we can make our first conversation focused and useful. Takes about 10 minutes. Blanks are fine.

// Prefer a fillable PDF? Download here

// 01Company Snapshot

Company name

Industry / line of business

Primary contact — name & role

Phone (optional)

Primary locations (city/state, remote, hybrid)

Number of employees

<10 10–25 26–50 50+

// 02IT & Security Environment

Who currently owns IT & security day-to-day?

In-house IT Managed Service Provider Part-time / shared No one formally

Approx. endpoints & servers to protect

Where does most of your data live?

On-prem Cloud Hybrid

Do you handle sensitive data? (PII, PHI, payment, customer records, IP)

A sentence or two is plenty.

Security tools already in place

e.g. EDR/antivirus, MDR, backup, MFA, email security, SIEM.

// 03Compliance & Drivers

Working toward or maintaining any compliance framework?

SOC 2 HIPAA PCI-DSS CMMC / NIST 800-171 ISO 27001 None / not sure

Other frameworks or specifics

What's driving this discovery conversation?

Client or customer request Insurance requirement Internal initiative Recent event or near-miss Other

// 04Current State

On a 1–5 scale, how confident are you in your current security posture?

1 — not confident 2 3 4 5 — very confident

What keeps you up at night about your company's security?

Any security incidents or close calls in the past 12 months?

Yes No Prefer not to say

If comfortable, a brief note on what happened and how it was handled

// 05Goals & Priorities

What would "meaningfully better security" look like over the next 6–12 months?

Specific gaps you already know you want to close

e.g. asset visibility, patching cadence, awareness training, incident response plan.

Which best describes your budget situation?

No budget allocated yet Small — high-impact priorities Defined — seeking best fit Flexible if ROI is clear

// 06Engagement & Next Steps

What outcome would make the first call feel like a win for you?

Specific questions you'd like us to come prepared to discuss

Anyone else who should join? (name / role)

Best days & times to reach you

// routed to info@grayareasec.com · reviewed before your call

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