SCOPING CALL
Fifteen minutes about the one problem you want gone.
You do not want a pitch and you do not have an hour. Bring one problem to a fifteen-minute call with a Simplicity IT engineer. We ask what is slowing you down, which systems are involved and who owns the decision. Before the call ends we name the next step: a free check, a working session, or no action if nothing is ready yet. Nothing to prepare, and we need no access to your systems.
PICK A TIME
Fifteen minutes with an engineer.
- Choose a day and a time. The calendar shows them in your time zone.
- Leave your company, your role and the one thing you want to improve, so the engineer has read it before the call.
- A Microsoft Teams invitation arrives at once, and a reminder the day before.
Already know the problem and want forty-five minutes with an engineer on it? Book a Working Session.
If the calendar does not load here, open the booking page. Bookings run on Microsoft 365; the details you enter go to the Simplicity IT calendar and to no one else.
WHAT HAPPENS
What happens on a scoping call?
An engineer asks three questions in order: what is slowing you down, which systems are involved, and who owns the decision. Then we name the next step out loud before the call ends.
- Minutes one to three: you describe the problem in your words and we say it back to you.
- Minutes three to eight: we ask which systems, which people and which rule are involved.
- Minutes eight to twelve: we say what we have seen work and what we would check first.
- Minutes twelve to fifteen: we name the next step, or say there is none yet, and send you a one-page summary.
THE MICROSOFT INSIGHT
Why does the call start with the problem and not the license?
Because Microsoft 365 E7 puts Copilot, the Entra Suite and Agent 365 in one license, most firms already hold the tools. The scoping question is which workflow and which control to switch on first.
Microsoft 365 E7, generally available since May 1, 2026, includes Microsoft 365 E5, Microsoft 365 Copilot, the Microsoft Entra Suite and Microsoft Agent 365 in one license. (Microsoft Learn, checked Oct 31, 2026)
Start with the problem and the license serves it. Start with the license and you buy a plan for a problem nobody has named.
WHAT WE NEVER DO
What will we never do on a first call?
We never pitch, never ask for access to your systems, never quote a price, and never name another client. Nobody promises a result from a conversation.
A first call is read-only in the plainest sense: we read nothing of yours. If the next step needs discovery, it is scoped separately, in writing, before any access is granted.
WHO IS ON THE CALL
Who will you be talking to?
An engineer who does the work, assigned from the two people who take scoping calls, never an account manager reading from a script.
The call is a Microsoft Teams meeting from the company calendar. The confirmation names the engineer, and the same person writes your one-page summary.
AFTER THE CALL
What do you leave with?
A one-page summary of what we heard in your words, the next step we named, and nothing you have to decide on the spot.
There are three possible next steps. A free four-question check you run yourself. A forty-five-minute working session on one named question. Or no action, because nothing is ready yet. Each is your choice and none is a commitment.
THE MONEY
Is the call free and what is it selling?
The call costs nothing and sells nothing on the call. Every engagement is quoted after it, with assessment scoped separately from implementation, and Microsoft-funded where you qualify.
AFTER TWO WEEKS
What will be working after two weeks?
- You have had the call and hold a one-page summary of what we heard, in your words.
- You know the next step: a named free check, a working session, or nothing yet.
- Nothing in your Microsoft 365 (your tenant) has changed and nobody at Simplicity IT has access to it.
- If you chose the working session, it is on the calendar with the one question it will answer.
HONEST ABOUT LIMITS
What this does not do yet
It does not replace discovery, and it does not describe a preview feature as available. Microsoft Defender threat detection for Agent 365 managed agents, in public preview, raises near real time alerts for jailbreak attempts, indirect prompt injection, credential leakage and suspicious access. (Microsoft Learn, checked Nov 4, 2026, preview) If the call turns on a capability that is still in preview, we say so on the call and the summary carries the date it was checked.
It does not answer a question about your tenant: that takes read-only discovery, scoped in writing after the call.
It does not produce a quote: the price follows the scope, and the scope follows the call.
THE ONE THING TO REMEMBER
Fifteen minutes, one problem, no pitch, and the next step named before you hang up.
Said another way: you talk, we listen, and you leave knowing what happens next.
Said a third way: if there is nothing to do yet, we say that too.
DIRECT ANSWERS
Questions before you decide.
Do I need to prepare anything?
No. Come with the one thing you want to improve. The booking form asks for your company, your role and that one thing, so the engineer has read it before the call starts.
Will you ask for access to our systems?
No. A scoping call needs no access and no screen share. If the next step needs read-only discovery, it is scoped separately and in writing before any access is granted.
Can we go longer than fifteen minutes?
Book the Working Session instead. It is forty-five minutes on one named question with an engineer. It is the step most often named at the end of a scoping call.
What if the problem is not a Microsoft problem?
We say so on the call and point you somewhere useful. The firm works inside the Microsoft estate, and a problem outside it gets an honest answer, not a workaround.
How is the work priced after the call?
Quoted after the call, assessment separate from implementation, Microsoft-funded where you qualify. No price appears on the call or on this site.
NEXT STEP
Start with a boundary you can explain.
Choose a focused check, or speak with the team about the workflow you need to improve.