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Excel TeKay Client Discovery Form

Excel TeKay Client Discovery Form

Thank you for your interest in Excel TeKay. This brief form helps us understand your organization's cybersecurity, AI governance, compliance, training, and web needs so we can prepare for an initial consultation.

Section 1: Organization & Contact Information
6. Organization Type *
7. Approximately how many employees does your organization have?
Section 2: How Excel TeKay Can Assist
8. How can Excel TeKay assist your organization? Select all that apply. *
Section 3: Training Needs

Shown because "Cybersecurity & AI Training" was selected above.

9. Which training or awareness services are you interested in? Select all that apply.
10. Approximately how many people would need training?
Section 4: Consulting Discovery (shown as applicable)
10A. Has your organization completed a cybersecurity risk assessment within the last 12 months?
10B. Which standards, regulations, or contractual requirements apply or may apply? Select all that apply.
10C. Is your organization currently using or evaluating AI or generative AI?
10D. Which AI governance areas are most important to your organization? Select all that apply.
10E. Does your organization currently have dedicated cybersecurity leadership?
Section 5: Engagement Needs
11. What is driving your need for assistance? Select all that apply.
12. When would you like to begin?
15. How did you hear about Excel TeKay?