Email Suite Discovery Checklist

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What email platform are you currently using? (e.g., Outlook, Gmail, Zoho, others)

How many users/inboxes are active?

Are you using a custom domain for email?

Do you rely on desktop apps or mostly web/mobile?

Are you facing issues with deliverability or spam?

Is storage becoming a problem for your users?

Any concerns with support or vendor responsiveness?

Are you looking for email encryption, SPF/DKIM/DMARC support, or DLP (data loss prevention)?

Any compliance requirements? (e.g., ISO, GDPR, SOC 2)

Do you need access control or activity logs?

Do you use integrated calendars, shared inboxes, or contacts?

Is integration with tools like Zoom, Meet, Slack, CRM, or Drive important?

Do you require internal chat, file sharing, or task management within your suite?

Who manages your email accounts internally?

How often do you need to create/delete/change user accounts?

Are you planning to migrate existing data (mails, contacts, calendars)?

We’d like to align with your subscription cycle for a smooth migration.
Could you let us know the ideal timeline from your side?

Would you need assistance with setup and onboarding?

Are you looking to reduce costs compared to your current solution?

Do you prefer monthly or annual billing?

How important is local/on-ground support?

Do you expect 24/7 or business hours support?

Who is involved in the decision-making process?

Is there a specific deadline or renewal window coming up?

What would help you make a final decision faster — demo, POC, pricing comparison?

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We have received your submission and our team will get in touch with you with a plan made just for you.