Cybersecurity Client Assessment Template
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Cybersecurity Client Assessment Template

11 months ago · 88 KB Download

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Cybersecurity concerns can vary depending on the specific circumstances of your firm’s clients. Instead of starting a conversation from scratch, use these Client Assessment Templates to guide a discussion with your clients. There are two versions of this resource available:

  • The original Client Assessment Template

    • This version shows all the potential services that could be provided depending on client responses to questions.

  • The Client Assessment Template with Formulas

    • Get straight to the cyber services that may be most useful for your clients. This version is designed to be more interactive by only showing the services that could be beneficial to clients based on their responses to the questions.

Download the version below that works best for you and jump into client questions such as:

  • Do you train your employees on their responsibilities for information security?

  • Do you have a written information security program or plan?

  • Does your organization accept credit cards as a method of payment?

After reviewing client responses to the above questions, and more, this resource will show a wide variety of potential cyber services from which your client may benefit including:

  • Attack & Penetration Testing

  • Information Security Awareness Training

  • Disaster Recovery Plan Consulting

These are just a handful of examples. Explore this resource and the rest of PCPS’ cybersecurity resources to continue the cybersecurity journey.

Download the Cybersecurity Client Assessment Template

File name: cybersecurity-client-assessment-template.xlsx

Download the Cybersecurity Client Assessment Template with Formulas

File name: cybersecurity-client-assessment-template-with-formulas.xlsx

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