Small Business IT Health Check

Check each statement that's true for your office today. There are no wrong answers. It's a quick way to spot what's working and what's worth a closer look.

Email & Microsoft 365

Email, calendars, and Teams just work for everyone No one is fighting sync errors, full mailboxes, or a mix of personal and work accounts.
Everyone signs in with a second step (like a phone app) A stolen password alone is not enough to get into anyone's email.
Your email is set up so others can't easily fake it Your domain's email settings (SPF, DKIM, DMARC) are in place, which also helps your emails land in inboxes.

Devices

Computers install updates on their own Windows, Mac, and apps update without anyone having to remember.
Every computer has protection that someone actually watches Not just antivirus that was installed once, but protection whose alerts get looked at.
A lost laptop would be an inconvenience, not a crisis Laptops are encrypted and can be locked or wiped remotely.
You know what computers you have and who uses them Including which ones are getting old and due for replacement.

Files & Backup

Files live in one shared place, not on individual desktops The team can find what they need, from the office or from home.
You can share files with clients easily and securely No big attachments or personal file-sharing accounts.
Your email and files are backed up, and you have tested a restore You have actually gotten something back recently, so you know it works.

People & Logins

New hires are ready to work on day one Laptop, email, and access to the right folders are set up before they start.
When someone leaves, their access is shut off the same day Accounts disabled, devices returned, shared passwords changed.
Only a few people have admin access Everyday work happens on regular accounts, and the team uses a password manager instead of shared logins.

When Something Goes Wrong

Everyone knows who to contact for IT help One place to go, and someone who already knows your setup.
You have a simple plan for a bad day Who to call and what to do first if email is down, a laptop is stolen, or something looks like a scam. Tax and accounting firms: this belongs in your written security plan too.

Your score: 0 / 15

Every unchecked item is a good place to start. Get a simple next step for each one by email below.

Small Business IT Health Check

Email & Microsoft 365

Devices

Files & Backup

People & Logins

When Something Goes Wrong

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