SANCHEZ BROTHERS SOLUTIONS
Sample IT discussion checklist

ILLUSTRATIVE EXAMPLE: This is not a customer report, evidence of completed work, or a contractual deliverable. Actual work and documents are agreed for each engagement.

[ ] Confirm the equipment and applications involved.
[ ] Identify the business contact for questions.
[ ] Record the issue and any non-sensitive observations.
[ ] Agree what is covered before work proceeds.
[ ] Keep the agreed next actions in one place.

Do not include passwords, security codes, or confidential business/customer data in an initial inquiry.

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