M365 Licensing Review — Client Intake Form

Section 1

Organization Details

Basic information so we can prepare your assessment

Organization / Company Name *

Industry / Sector

Primary Contact Name *

Job Title

Email Address *

Phone Number

Microsoft 365 Renewal Month (if known)

Helps us flag urgency relative to your upcoming renewal

Section 2

How Your Organization Uses Microsoft 365

Tell us which parts of the suite your team actively relies on — this shapes the analysis

Which Microsoft 365 features does your organization actively use?

Select all that apply

Are there M365 features you believe you're paying for but not using?

Optional — helps identify where value may be lost

Section 3

Current License Inventory

Enter the quantity and cost for each license your organization currently holds. Leave blank if not applicable.

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Where to find this

Sign in at admin.microsoft.com → Billing → Your products. Each active subscription shows quantity and price. Your CSP or reseller can also provide a current billing summary. Monthly cost per license is fine — we'll calculate totals automatically.

Total Licensed Users

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Est. Monthly Cost

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Est. Annual Cost
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License / SKU	Included Features	Est. Monthly Total
Enterprise Licenses
Microsoft 365 E5	Full security suite	—
Microsoft 365 E3	Core apps + compliance	—
Office 365 E3	Productivity only — no security	—
Office 365 E1	Web apps + email only	—
Business Licenses (≤300 users per tenant)
M365 Business Premium	Security + Intune + CA + MDO P1	—
M365 Business Standard	Apps + Teams (no security)	—
M365 Business Basic	Web apps only (no security)	—
Frontline Licenses
M365 F3	Desktop apps + Intune	—
M365 F1	Web only — no security features	—
Security Add-ons
Entra ID P1	Conditional Access — incl. E3/BP/E5	—
Entra ID P2	Identity Protection, PIM — incl. E5	—
Defender for Business	SMB endpoint — ≤300 users, incl. BP	—
Defender Endpoint P1	Next-gen AV + ASR	—
Defender Endpoint P2	EDR + threat analytics — incl. E5	—
MDO Plan 1	Safe Links, Attachments — incl. E3/BP	—
MDO Plan 2	Threat Explorer, AIR — incl. E5	—
Intune Plan 1	MDM / MAM — incl. E3/BP/E5	—
Intune Plan 2	Advanced endpoint mgmt — incl. E5	—
Defender for Cloud Apps	CASB — shadow IT — incl. E5	—
Defender for Identity	On-prem AD detection — incl. E5	—
Purview Compliance	DLP, Insider Risk, eDiscovery	—
Microsoft Sentinel	SIEM / SOAR — consumption-based	—

Other licenses not listed above

Section 4

User Base & Roles

Helps us identify whether your license mix is aligned with how your workforce is structured

Total number of employees / users *

Number of IT / admin staff

How would you describe your user population?

Approximate is fine

Primarily office / knowledge workers Mix of office and field / frontline workers Primarily frontline / deskless workers Significant contractor or guest user population

Do you currently have users on different license tiers?

Yes — intentional tiering by role Yes — but it wasn't planned / we're unsure No — everyone is on the same license Unsure

Section 5

Security Posture

A few quick questions to frame the security findings — no technical detail required

How would you describe your current M365 security confidence?

We have actively configured and tested our security settings Security is set up but has not been reviewed recently We rely on defaults and have not made many changes We are honestly not sure what is configured

Have you experienced any security incidents in the past 24 months?

Phishing, compromised accounts, ransomware, data loss, etc.

Yes No Prefer not to say

Which security areas concern you most?

Select all that apply

Identity — compromised or stolen credentials Endpoint — device-level threats and malware Email — phishing and malicious attachments Data — unauthorized access to files or sensitive information Compliance and data governance requirements Visibility — no clear insight into what's happening Ransomware or business continuity risk Insider risk or accidental data exposure

Section 6

Goals & Context

Helps us focus the analysis on what matters most to you

What is the primary reason for requesting this review?

Upcoming renewal — want to validate current spend Concerned we are overpaying for underused licenses Want to understand our security coverage gaps Board or leadership asking about M365 security posture A recent incident prompted a review General due diligence / best practice check

Is there a cost reduction target for this exercise?

Yes — we need to reduce M365 spend Neutral — just want the right mix for our needs No — we would invest more if it meaningfully improves security

Anything else we should know before the session?

Recent changes, upcoming projects, constraints, or specific concerns