Sylvan Assurance SMB Security · Free Edition ← Free assessments
Free security self-assessment

Where does your business stand on security?

Twelve plain-English questions across the four security areas that matter most. You get a scored, area-by-area picture of where you stand. About five minutes. No email needed.

Plain-English security — without us ever seeing your answers. Everything stays in your browser. Nothing is transmitted or tracked.

Don't take our word for it — verify in 30 seconds
  1. Right-click this page and choose Inspect, then open the Network tab.
  2. Start the assessment and answer a few questions.
  3. Watch the list: nothing leaves the page while you answer — your answers stay on your device.
What does this assessment cover?

Four core areas. The assessment looks at the security topics behind the most common small-business incidents. Identity & Access Management is who can log in to what. Data Classification & Retention is knowing what data you hold, and for how long. Backup & Disaster Recovery is whether you could bounce back from locked or lost files. Vulnerability & Patch Management is keeping your systems up to date.

What you get. An overall score, a breakdown by area, and a short list of recommended priority actions based on your answers — practices drawn from widely used security standards.

What it isn't. This is general guidance, not a professional security audit and not legal advice. Every recommendation is optional; following it reduces common risks but does not guarantee security or prevent any particular breach. Responsibility for your business's security remains with you.

Start here — the free edition

Version 1 · Updated 2026-07-21

For an owner who wants to know where the business stands before working through anything.

When you have worked through this, you will have: your free result on where you stand, and the five highest-impact fixes in priority order. Download this as a PDF.

The one guide
Your First 5 High-Impact Security Fixes
PDF · 20 min to read; about a week to work through · The owner
The five highest-impact actions — multi-factor authentication, an account clean-up, a password manager, an offboarding checklist and a verified backup — set out in priority order with the reasoning for that order.
Reach for it when: First. It is the free starter, and the day-zero reference the whole toolkit is built around.
You finish with: Five named actions with an owner and a date against each.
The interactive assessment — a short questionnaire that scores where you stand and points at the gaps.

When you outgrow the free tier, the Solo toolkit turns these five into worked category toolkits — accounts, backups, offboarding, and more — with a Start here catalog to sequence them. See the Solo, Team and Pro Consultant editions →

When you're ready for the full toolkit

The Full Edition turns your snapshot into a plan you can act on.

A deeper assessment plus a scored, prioritised roadmap — and the templates to do the work: policies, checklists, a risk register, security-awareness decks, and tabletop exercises. Three editions for solo operators, small businesses, and consultants.

See the full toolkit & pricing →

One-time purchase · files you own forever · 30-day money-back guarantee.