How it works
- Pick a review and send a request through the contact form.
- We confirm a time and tell you what is useful to share before the call.
- You meet with a US-based specialist on a video call and talk through your setup.
- We send a short follow-up email with your top next steps.
Migration plan second opinion
Teams planning a tenant-to-tenant, Google Workspace, Exchange or file server migration who want a second set of eyes on the plan.
Format: 45-minute video call · free, no obligation
What we review
- Your migration approach and the tools you plan to use
- Wave or batch order and pilot group choice
- Domain, MX and Autodiscover cutover steps
- Identity and sign-in plan, including MFA during the move
- Gaps such as shared mailboxes, mail relay apps or Teams data
- Rollback and user communication plans
What to bring
- Your current migration plan or outline
- Rough user, mailbox and data counts
- Source and target platforms and any deadline
What you leave with
- A verbal walk-through of the biggest risks in your plan
- Suggested changes to order, tooling or cutover
- A short follow-up email with the top next steps
Microsoft 365 security quick review
Small and mid-size businesses that want to know where their Microsoft 365 security stands and what to fix first.
Format: 45-minute video call · free, no obligation
What we review
- MFA coverage and sign-in methods
- Conditional Access policies, if any
- Admin roles and emergency access accounts
- Email protection and SPF, DKIM and DMARC setup
- External sharing and guest access defaults
What to bring
- Your Microsoft 365 plan and user count
- Read-only screenshots or exports you choose to share, such as Secure Score or a Conditional Access policy list
- Any recent incidents or concerns
What you leave with
- Your top security risks, explained in plain terms
- The order we would fix them in
- A short follow-up email with the top next steps
Microsoft 365 Copilot / AI readiness review
Businesses thinking about Microsoft 365 Copilot or Claude that want to know what to prepare before rollout.
Format: 45-minute video call · free, no obligation
What we review
- Your use cases and which AI tool fits them
- SharePoint, OneDrive and Teams sharing habits that could cause oversharing
- Whether sensitivity labels or data protection rules are in place
- Any AI use policy you have today
- Pilot group size and success measures
What to bring
- Your Microsoft 365 plan and user count
- The use cases or teams you have in mind
- Any current AI policy or guidance
What you leave with
- The main data access risks to fix before rollout
- A suggested pilot approach
- A short follow-up email with the top next steps
Licensing waste review
Organizations that suspect they pay for Microsoft 365 licenses or add-ons they do not use.
Format: 30 to 45-minute video call · free, no obligation
What we review
- License mix across your users
- Licenses assigned to departed users or shared mailboxes
- Add-ons that overlap with features already in your plan
- Whether a different plan would fit some user groups better
What to bring
- A license summary export from the Microsoft 365 admin center
- Rough counts of users by role
- Your renewal date, if known
What you leave with
- The likely sources of waste in your license mix
- Plan or add-on changes worth checking
- A short follow-up email with the top next steps
Teams Phone readiness review
Businesses thinking about replacing a PBX or hosted phone system with Microsoft Teams Phone.
Format: 45-minute video call · free, no obligation
What we review
- Your sites, number counts and current phone system
- Call flows such as main lines, auto attendants and queues
- Which connection option fits: Calling Plans, Operator Connect or Direct Routing
- Emergency calling needs for each site
- Devices, receptionist needs and number porting timing
What to bring
- A list of sites and rough number counts
- A description or diagram of your main call flows
- Your current phone contract end date, if known
What you leave with
- A suggested connection option and why
- The main risks for cutover and porting
- A short follow-up email with the top next steps
Common questions
Yes. The call is free and there is no obligation. You do not need to agree to a project or sit through a sales pitch. If you later want help, we can hold a scoping call and send a proposal with a fixed price. Many people just use the review to check their own plan and then do the work in-house.
No. We never ask for passwords or admin access for a free review. We work from what you choose to share, such as your plan, user counts and read-only screenshots or exports. Remove anything sensitive before you send it. The review is a conversation about your setup, not a scan of your systems.
The free review is a call, not a formal audit. We talk through what you shared and give you our findings on the call. Afterward, we send a short email with the top next steps. If you need a full written assessment, that can be scoped as a paid project with deliverables set in writing.
You talk with a US-based Microsoft 365 specialist who works on this type of project. There is no offshore handoff and no script. If your questions cover more than one area, tell us when you book and we will plan the call around your main concern.
Not sure where to start?
Book a free consultation with a US-based specialist. If a project makes sense, you get a written plan with scope, a fixed price and a timeline.
Book a free consultation