Cybersecurity Threat Assessment Request Form

Protect Your Business with a Professional Cybersecurity Threat Assessment

In today's digital landscape, cyber threats are evolving faster than ever. Whether you're a small business just starting to build your security infrastructure or an established enterprise managing complex compliance requirements, understanding your vulnerabilities is the first step toward robust protection.

Our Cybersecurity Threat Assessment Request Form makes it simple to connect with expert security consultants who can evaluate your organization's risk profile and recommend actionable improvements. Built with Paperform, this template streamlines the intake process so consultants can hit the ground running with the context they need.

Why Use This Template?

For Cybersecurity Consultants:

• Gather comprehensive client information before your first meeting
• Understand incident history, compliance obligations, and existing security measures upfront
• Qualify leads and prioritize assessments based on risk level and organizational needs
• Create a professional first impression with a branded, easy-to-complete form
• Automatically route high-priority requests to your team with conditional logic

For Organizations Seeking Assessment:

• Communicate your security concerns clearly and completely
• Provide consultants with the background they need to prepare a relevant proposal
• Save time by answering key questions once, not repeatedly across discovery calls
• Get faster, more accurate quotes by sharing your company size, industry, and requirements upfront

What This Form Captures

This template collects everything a cybersecurity consultant needs for an initial threat assessment scoping:

• Company information including size, industry, and contact details
• Current security posture covering existing tools, policies, and team resources
• Compliance requirements such as SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS, and industry-specific regulations
• Incident history to understand past breaches or near-misses
• Assessment priorities so consultants can focus on your most pressing concerns
• Timeline and budget expectations for realistic project scoping

Perfect for Multiple Industries

This form template is ideal for cybersecurity consultants serving:

• Software & SaaS companies preparing for SOC 2 or ISO 27001 audits
• Healthcare organizations navigating HIPAA compliance and patient data protection
• Financial services firms managing PCI DSS requirements and transaction security
• E-commerce businesses protecting customer payment information and personal data
• Professional services securing sensitive client information and intellectual property
• Marketing agencies safeguarding campaign data and client credentials
• Any SMB looking to mature their security posture and reduce risk

How Paperform Powers Better Security Consultations

Unlike generic contact forms or static PDFs, this Paperform template creates a smooth, professional experience:

• Conditional logic shows or hides questions based on responses (for example, only asking about HIPAA if healthcare is selected)
• Professional design with custom branding, fonts, and colors that match your consultancy's identity
• Mobile-friendly so prospects can complete the form from any device
• Instant notifications alert your team when high-priority assessments come in
• CRM integration via Stepper, Zapier, or native connections sends lead data straight to HubSpot, Pipedrive, or your project management tools

Once submissions come in, you can use Stepper (stepper.io) to automate your response workflow: send personalized follow-up emails, create project folders, schedule discovery calls, or route requests to specialists based on industry or compliance needs—all without manual copy-pasting.

From Form to Action in Minutes

With Paperform's no-code builder, you can customize this template to match your specific assessment methodology:

• Add or remove compliance options based on the industries you serve
• Include fields for budget ranges or preferred engagement models
• Embed directly on your website or share via a custom domain for a seamless brand experience
• Use Papersign (papersign.com) to follow up with NDAs or engagement agreements that tie directly back to the original request

Trusted by Security-Conscious Teams

Paperform is SOC 2 Type II and GDPR compliant, with data residency controls and enterprise-grade security—exactly what you'd expect from a platform handling sensitive security questionnaires. Your clients can trust that their information is protected from the moment they hit "Submit."

Get Started in Seconds

Whether you're a solo cybersecurity consultant or part of a growing security firm, this template gives you a professional, conversion-optimized way to capture threat assessment requests. Customize the questions, apply your brand, and start receiving qualified leads today.

Paperform makes it easy to turn form submissions into client relationships—no developers, no friction, just a better way to start every security engagement.