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.