Self-Assessment Guide

How to fill out the Lemon Tree Cloud IT form, section by section, without needing to be technical.

In 30 seconds

  • It takes 10-15 minutes.
  • You can close it and come back later with the resume link we email you.
  • There are no wrong answers. If unsure, pick what you recognise.
  • If you get stuck, call Maria at +34 868 35 37 57.
  • Your data is only used to prepare your proposal.

Start the self-assessment

Section by section

1. About your company

Basic facts: your name, email, headcount (range, not exact), sector. GDPR consent is required - we only use your answers to prepare your proposal.

2. Email and domain

How you handle email today: own server, personal Gmail/Outlook accounts, or business workspace (Microsoft 365 or Google Workspace). If mixed, tick "a mix".

3. Where your IT runs

Tick all that apply. On-prem = a physical box in your office. Own cloud server = a server you rent at OVH/Hetzner/AWS EC2 and administer yourself. VPS = managed virtual server (DigitalOcean, Contabo). Hyperscaler = isolated AWS/Azure/GCP services (S3, Lambda). Only laptops = no servers. If unsure, pick "Not sure".

4-6. Server and virtualization detail

These sections only appear if you ticked on-prem or own cloud above. They ask how many servers, how old, and if they are virtualized (VMs like VMware/Proxmox, or containers Docker/Kubernetes). If you don't know, mark "not sure" and we will sort it out over the phone.

7. Personal devices and IoT

Roughly how many laptops/desktops you manage, whether people use their own personal devices for work (BYOD), and whether you have smart cameras, sensors or industrial gear connected to the network (IoT).

8. IT and development teams

Whether you have an IT person or team (internal or external), and whether you have a dev team (people who write code for your applications, not just support). If you are a freelancer, these are skipped automatically.

9. Current management software

What you use today for invoicing and operations (Holded, Sage, SAP, QuickBooks, Excel, nothing yet). And how happy you are with it: love it, OK with gaps, want to replace, or no tooling yet. This last bit changes a lot of what we will propose.

10. SaaS services

Which online services your team uses day-to-day: Microsoft 365 (Teams, OneDrive), Google Workspace, Dropbox, managed backup. Tick all that apply.

11. Why you are reaching out

This is the most important part of the whole form. In your own words, what hurts or what goal you are after. Short sentences are fine. Some examples: "our current system is slow", "we want to open a second shop", "our data is scattered across spreadsheets".

12. Compliance and criticality

Which regulations apply to you: GDPR applies to everyone in Europe. ENS only if you work with the Spanish public sector. ISO 27001 if your clients require it. And the impact of an outage: tolerable for a day, a few hours, minutes, or zero downtime. You can also attach a network diagram or system list here (optional, max 10 MB).

13. Budget, timeframe, contact

Indicative annual range, when you want it in place, and how you prefer we get back to you (call, email, or call from Maria). An honest range helps us propose something realistic.

Glossary

VPS
Virtual Private Server. Like renting a server in the cloud without buying hardware. Examples: DigitalOcean, OVH VPS, Contabo.
On-prem / On-premises
A physical machine in your office, usually under a desk or in a closet.
Hyperscaler
The big cloud providers: AWS (Amazon), Azure (Microsoft) and GCP (Google).
IoT
"Internet of Things". Network-connected things that are not computers: security cameras, sensors, smart thermostats, industrial machines.
Virtualización / VM
Making one physical server look like several independent ones. Typical software: VMware, Proxmox, Hyper-V.
Docker / Contenedores
Packaging an app with everything it needs to run, lighter than a VM.
Kubernetes / k8s
Container orchestrator at scale. If you have never heard of it, you are almost certainly not using it.
ERP
"Enterprise Resource Planning". The program that centralizes invoicing, accounting, stock and sales. Examples: SAP, Odoo, Holded, Sage.
CRM
"Customer Relationship Management". The program where customers and sales opportunities are stored. Sometimes the ERP includes it.
SaaS
"Software as a Service". Applications you use online by subscription with nothing installed on your side. Examples: Microsoft 365, Google Workspace, Dropbox.
RGPD / GDPR
European data protection regulation. Applies to any company handling personal data.
ENS
National Security Framework. Only if you work with Spanish public administrations.
ISO 27001
International information security standard. If a customer requires it, you will know.
SLA
"Service Level Agreement". Availability commitment: max time the system can be down per month/year.
MSP
"Managed Service Provider". An external company that runs your IT on contract.

Stuck? Call Maria

Maria is our voice AI agent. She speaks Spanish and English, knows this form, and is available 24/7.

Call +34 868 35 37 57 with any question about terms or options.

What Maria does: clarify technical terms, help you understand which option to pick, take note of your situation so Fernando can call you back if needed.
What Maria does NOT do: fill the form for you, give specific prices, or close commercial deals. For that, she puts you through to Fernando.

What happens next?

  1. We receive your assessment instantly.
  2. Fernando reviews it within 48 working hours.
  3. We contact you through your preferred channel with an initial proposal.
  4. If it fits, we schedule a deeper meeting.
  5. If it does not, we tell you honestly why, and if we know someone better suited, we recommend them.

Privacy

Your answers are stored in our CRM (Odoo, hosted in the EU) and are only used to prepare your proposal. We do not share them with third parties without your explicit permission. You can ask for deletion at any time by writing to dpo@lemontreecloud.com.

Start the self-assessment