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🧠 Assessment Readiness Guide

What to Expect from the
Smart IT Snapshot™

A two-phase proprietary assessment that scores your IT environment across 6 weighted domains and delivers an executive-grade risk report — built for SMB leaders, not just IT teams.

📊 IT Risk Score — 6 Domain Analysis
6
Scored Domains
73
Assessment Points
10+
Report Pages
48hr
Avg Turnaround
🔐 SOC 2-aligned methodology
🎖️ Veteran-owned & operated
📋 HIPAA · CMMC · PCI-DSS aware
⚡ Results delivered in days, not weeks
🤝 No sales pressure — findings first
1

Initial Intake

Takes approximately 5 minutes. No technical knowledge required — this is business context only.

Required
✓
Company name, contact info, and industry
✓
Company size and employee count
✓
Annual revenue and IT budget range
✓
IT budget as a % of annual revenue
✓
Infrastructure type (Cloud, On-Prem, Hybrid)
✓
Cloud usage level and primary pain points
✓
Compliance requirements (HIPAA, PCI-DSS, etc.)
✓
Recent security incident history (last 24 months)
✓
Current IT setup and primary concerns
✓
Service interest (SMB support or MSP partnership)
💡

After submitting the Initial Intake: Your preliminary risk snapshot is generated with financial exposure estimates and a 30/60/90-day action plan. The average SMB sees a 4–6x return on managed IT investment relative to their annualized risk exposure.

2

Technical Deep Dive

Technical environment data across 6 domains. Required for full scored report, action plans, and multi-page executive PDF.

Full Report
🖥️
Infrastructure
•Total servers and workstations
•End-of-life and out-of-warranty counts
•Firewall make/model and management status
🔒
Security & Identity
•Multi-Factor Authentication (MFA) deployment percentage
•Global admin account count
•Conditional access policies
•Endpoint Detection & Response (EDR) / antivirus coverage
•Endpoint encryption status
💾
Backup & Recovery
•Last successful restore test date
•Immutable or air-gapped backup status
•Recovery Time Objective (RTO) and Recovery Point Objective (RPO) targets
🌐
Network
•Managed vs. unmanaged switch counts
•Guest WiFi segmentation status
•Broad permission exposure on file shares
📋
Licensing & Compliance
•M365 licenses purchased vs. active
•Monthly cloud spend
•Patch compliance percentage
•Failed compliance controls
•Documentation maturity level
🎓
Security AwarenessNew
•Active Security Awareness Training (SAT) program status
•Phishing simulation cadence and click-rate history
•SAT policy documentation (written policy vs. active training)
⚡

Deep Dive data is collected via a secure questionnaire sent after your initial intake is received. IIS treats all technical data as strictly confidential — it is used solely to generate your Snapshot report and is never shared or sold.

What You Receive

Your Complete Snapshot Deliverables

Every report includes the following — no upsells, no hidden gates.

📊
IT Risk Score (0–100)

Composite score across 6 domains: Identity, Endpoint, Backup, Compliance, Cloud, and Security Awareness

🎯
Risk Band Classification

Critical, High, Moderate, or Strong — with written justification for each band

🛡️
Zero Trust Maturity AssessmentNew

6-pillar Zero Trust evaluation including Identity, Devices, Networks, Applications, Data, and Security Awareness

💰
Financial Exposure Estimate

Downtime cost, annualized risk, cloud waste (with context note), and total security liability

✅
IT Health Checklist

Clear checklist of key gaps, controls, and remediation priorities with abbreviated terms spelled out

📈
6 KPI Recommendations

Operational and security KPI targets aligned to your specific environment

🔒
Security & Investment Profile

Combined view of security posture, spend efficiency, and business exposure

💎
ROI of Remediation Multiplier

Expected return from remediation relative to current annualized risk exposure

📄
Multi-Page Executive PDF Report

10+ page export-ready executive PDF for leadership review, sharing, and compliance records

🗺️
30/60/90-Day Action Plan

Prioritized remediation roadmap tailored to your entry-point risk category

🖥️
Private Executive Dashboard

Intellect Snapshot Portal with live scoring, charts, and gated PDF export

🏷️
MSP Pricing Estimate

Estimated monthly managed services fee based on your environment complexity

✍️
Client Acknowledgement SectionNew

Formal sign-off section confirming receipt of findings — standard for compliance, audits, and legal traceability

How It Works

From first click to executive report — here's the full journey.

📋
Step 01
Submit Initial Intake
Complete the 5-minute business context form. No IT knowledge needed.
📨
Step 02
Receive Deep Dive Questionnaire
IIS sends you a secure technical questionnaire covering all 6 domains.
⚙️
Step 03
Scoring Engine Runs
Our 73-point proprietary engine scores your environment and calculates your risk band, financial exposure, and Zero Trust maturity.
📊
Step 04
Executive Report Generated
A 10+ page PDF and private dashboard are prepared — with action plan, KPIs, and client acknowledgement section.
🔐
Step 05
Secure Portal Access Delivered
You receive login credentials to your private Intellect Snapshot Portal to review, download, and acknowledge your findings.
✍️
Client Acknowledgement

Every Smart IT Snapshot™ report includes a formal Client Acknowledgement section — a sign-off block confirming you have received and reviewed the findings. This is standard practice for professional risk assessments and is required for compliance documentation under HIPAA, CMMC, and SOC 2 frameworks.

On the portal, your Acknowledge & Download button activates only after you confirm receipt — ensuring legal and engagement traceability for your records.

🧠

Ready to Know Where You Stand?

Start with the Initial Intake — no commitment, no pressure. You'll receive your risk findings before making any decisions about next steps.

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