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Insight Veritas — IT Services Lead Prequalification

Developing Software Innovatively

IT Services Lead Prequalification Form

(for Insight Veritas use in discovery calls, online forms, or intake surveys)

1. Company Profile

Company Name *

Industry *

Number of Employees *

Current IT Support Model *

2. Service Needs & Priorities

Which IT services are you interested in? *

Managed IT Support IT Consulting / Digital Strategy Cybersecurity Services (SOX/HIPAA/FERC/NERC) Cloud Migration / Cloud Services ERP/CRM Implementation Data Analytics & BI Disaster Recovery / Business Continuity Compliance Advisory

What are your top 3 IT challenges today?

System downtime / support responsiveness Cybersecurity risk & compliance Lack of IT strategy alignment with business goals Legacy systems / outdated infrastructure Scalability for growth Other

3. Budget & Investment Readiness

Current IT spend (annual) *

Investment window *

Budget range for this initiative *

Desired Go‑Live Date

4. Decision-Making & Project Drivers

Decision maker for IT investments *

Primary driver

5. Timeline & Urgency

What happens if this project is delayed?

Contact

Your Name *

Work Email *

Phone

Notes

Dynamics Sales‑ready Webhook + Power Automate

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