1. Who is responsible for your customer data backups? *

We have an automated cloud system.We have a process, but it's manual.I do it manually when I remember / What's a backup?

2. How do you handle website updates and security? *

We have a managed service partner.We do it in-house, but not consistently.I do it myself / We set it and forget it.

3. When you have a 'weird error message' on a computer, what happens? *

We call our single tech partner.We have a go-to person, but they aren't always available.I spend hours on Google/on hold / We just 'live with it.'

4. How do you track your customer relationships and sales leads? *

With a dedicated CRM.We use a mix of spreadsheets and email.With spreadsheets / With sticky notes and memory.

5. How many different tech vendors do you call in a typical month? *

One single partner.Two different vendors.Three or more different companies/people.

6. Do you have a documented technology roadmap or budget for the next 12 months? *

Yes, our technology is aligned with our business goals.We have a budget, but not a formal roadmap.No, we fix things as they break / We don't plan ahead for tech.

7. When was the last time you reviewed your technology to automate a repetitive task? *

Within the last 3-6 months; we are always looking for efficiencies.Within the last year.We don't have time to look at automation / We don't use tech to grow.

8. How do you categorize your technology expenses in your budget? *

Predictable monthly/quarterly Operating Expense (OpEx).A mix of predictable and unplanned expenses.Large, unplanned lump sums/project fees (CapEx).

9. If you needed a simple internal software tool, what would you do? *

We would ask our current tech partner to build it.We would try to hire a freelancer.We would have no idea where to start.

10. If your main business software went down, how long would it take to be fully operational? *

Less than 4 hours.Less than a business day.I don't know / More than a full business day.

SMB Tech Risk Assessment

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