How to Choose an IT Provider: 20 Questions to Ask
Choosing an IT provider is a bit like choosing an accountant: you’re trusting them with systems you don’t fully understand, and switching later is a hassle. These questions help you compare providers on what actually matters, and make sure you keep control of your own business.
Before you talk to anyone
Write down:
- How many people and computers you have, and how many locations
- The software your business can’t run without
- Any compliance requirements (HIPAA, FTC Safeguards Rule, PCI, cyber insurance conditions)
- What’s frustrating about your current setup
- What you’d like to spend, roughly
This keeps the conversation on your needs instead of their sales deck.
Questions about service
- What are your response times, and are they in the contract? “We’re very responsive” isn’t a commitment.
- How do we get help? Phone, email, portal? Do we reach a technician or a ticket queue?
- Who will actually work on our account? Will we have a consistent technician or account manager?
- What’s included onsite, and how far away are your technicians? For a Central Virginia office, ask how long it takes to get someone to your door.
- What happens after hours and on weekends?
- Can you give us references from businesses like ours, similar size and industry, ideally ones that have been clients for a few years?
Questions about security
- What security tools are included? Look for endpoint detection and response (EDR), email filtering, MFA enforcement, and patching.
- Who watches security alerts, and when? A tool nobody monitors at 2 a.m. doesn’t help at 2 a.m.
- How do you secure your own access to our systems? IT providers are a favorite target because one breach reaches many clients. Ask about MFA on their tools and how they limit technician access.
- How are our backups set up, and how often do you test restores? See our backup guide.
- Can you help with our compliance requirements? If you need HIPAA risk assessments or a written information security plan, ask whether they’ve done them and whether it costs extra.
- Do you carry cyber liability and errors-and-omissions insurance?
Questions about cost and contract
- What exactly is included, and what’s billed extra? Get it in writing. See how managed IT is priced.
- What’s your hourly rate for out-of-scope work and projects?
- How long is the contract, and how do we cancel? Watch for long auto-renewals and steep early-termination fees.
- Is there an onboarding fee, and what does it cover?
Questions about ownership and exit
These are the questions people forget, and the ones that matter most when a relationship ends badly.
- Who owns our Microsoft 365 (or Google) tenant, domain name, and software licenses? The answer should be: you do. Your domain should be registered in your business’s name.
- Will we have our own admin credentials? You should hold a break-glass admin account, stored securely, that doesn’t depend on the provider.
- What documentation will you keep, and will we get a copy? Network diagrams, passwords, license lists, and vendor contacts.
- What happens to our data and access when we leave? Look for a written offboarding commitment.
Red flags
- They won’t put response times or what’s included in writing.
- They register your domain or Microsoft tenant under their own company name.
- They push you to replace everything before they’ve assessed anything.
- Security is an optional add-on rather than part of the base service.
- Long contracts with auto-renewal and large termination fees.
- No references from clients similar to you.
Switching providers without drama
- Secure your own admin access first. Before you announce the change, make sure you hold a global admin login for Microsoft 365 or Google, your domain registrar, and your firewall.
- Request documentation in writing, citing your contract’s offboarding terms if it has them.
- Overlap if you can. A few weeks where the new provider can learn the environment while the old one is still responsive avoids surprises.
- Change passwords and remove the old provider’s access once the handover is done. This includes their remote-management software on every computer.
Questions about this guide, or something we got wrong? Email info@virginiaitguide.com.