Your assessment & checklist

The assessment

The assessment asks about your current digital situation across several categories. For each question you pick the answer that best matches you. There are no wrong answers — it simply helps us build the right plan.

• Takes ~3 minutes. You can stop and pick up where you left off.
• Resumable. Your answers are saved as you go.
• Private. Responses are encrypted and used only to generate your plan.

You can re-take the assessment anytime if your situation changes — for example after you've secured some accounts. Completing an item you'd already ticked stays ticked when the plan is rebuilt.

Your results

When you finish, you'll see a results summary grouped by category, showing where you have the most to gain. Each flagged area lists specific recommended actions.

Your checklist

The checklist is your working action plan. Each item shows:

• A priority badge — High, Medium, or Low.
• The action to take.
• Recommended reading — guides that walk you through that action.

Tick an item to mark it complete. Your dashboard tracks overall progress and highlights your next step, so you always know what to focus on.

Work at your own pace

You don't have to do everything at once. Start with the high-priority items, and use the next step carousel on your dashboard to move between actions if you'd rather tackle a different one today.