Downloads & Resources

    Free guides, checklists, and templates to help your business make smarter IT and security decisions.

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    Company Overview

    PhantomTS Company Introduction

    A 33-page overview of PhantomTS — our story, services, security stack, pricing model, and how to engage us. The best starting point for anyone evaluating us as a managed services partner.

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    Sales Sheet

    Healthcare IT & HIPAA Guardian Sales Sheet

    A 4-page overview of how PhantomTS Guardian tiers (Fundamentals, Co-Managed, Compliance) map to HIPAA Security Rule safeguards with §164 citations. Built for medical practices, clinics, and healthcare administrators.

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    Sales Sheet

    Legal IT Sales Sheet

    A 4-page overview of how PhantomTS Guardian protects law firms — covering attorney-client privilege, secure document management, email encryption, compliance documentation, and sub-1-hour response for filing deadlines and trial prep.

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    Sales Sheet

    Manufacturing IT & CMMC Sales Sheet

    A 4-page overview of how PhantomTS Guardian protects manufacturers — covering CMMC and NIST 800-171 control mapping, production uptime, IT/OT segmentation, ransomware prevention, and supply chain security for CNC, fabrication, plastics, and contract shops.

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    Sales Sheet

    Financial Services IT Sales Sheet

    A 4-page overview of how PhantomTS Guardian protects financial firms — covering MFA, data encryption, 24/7 threat detection, fraud monitoring, and audit-ready compliance documentation for advisors, accountants, credit unions, insurance, and mortgage practices.

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    Sales Sheet

    Nonprofit IT Sales Sheet

    A 4-page overview of how PhantomTS Guardian stretches IT budgets for nonprofits — covering Microsoft 365 nonprofit licensing, donor data protection, grant compliance, volunteer/remote support, and backup/DR for mission-driven organizations.

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    Sales Sheet

    Education IT Sales Sheet

    A 4-page overview of how PhantomTS Guardian protects K-12 schools and education institutions — covering student data protection, classroom technology support, E-Rate compliance, testing-window reliability, and budget-conscious IT for lean education teams.

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    Sales Sheet

    Professional Services IT Sales Sheet

    A 4-page overview of how PhantomTS Guardian protects consulting firms, agencies, architecture and engineering practices, and other professional services — covering client data protection, project file security, billable-hour reliability, and predictable IT costs.

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    Sales Sheet

    Small Business IT Sales Sheet

    A 4-page overview of how PhantomTS Guardian supports small and mid-sized businesses — covering 24/7 monitoring, cybersecurity, Microsoft 365 management, sub-1-hour response, and flat-rate predictable pricing for growing teams across Indiana and Michigan.

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    Guide

    AI for Business: A Practical Client Brief

    A plain-English brief on how small and mid-sized businesses can adopt AI safely and practically — what works today, what to avoid, and how to get started.

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    Guide

    The Small Business Owner's Guide to Managed IT — Indiana and Michigan Edition

    Not sure if managed IT is right for your business? This plain-English guide covers costs, what to expect, and how to evaluate providers — no jargon, no sales pitch.

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    Checklist

    Cybersecurity Checklist: 12 Controls Every SMB Needs

    A practical, one-page checklist you can use today to assess your current security posture and identify critical gaps.

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    Template

    IT Budget Planning Template for Small Businesses

    A spreadsheet template to help you forecast IT spending, compare managed services costs, and plan technology investments for the year ahead.

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    Template

    Incident Response Plan Template

    A step-by-step framework for responding to cybersecurity incidents. Customize it for your organization and be prepared before an event occurs.

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    Guide

    AI for Small Business: A Readiness Guide

    Is your business ready for AI? This guide walks you through practical ways small businesses can leverage AI tools, what to consider before adopting them, and how to build a realistic roadmap.

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    Guide

    Choosing the Right MSP/IT Provider

    What questions should you ask? What red flags should you watch for? This guide helps business owners evaluate managed service providers with confidence — covering contracts, SLAs, pricing models, and cultural fit.

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    Guide

    Employee Cybersecurity Awareness Handbook

    A ready-to-distribute handbook for your team covering phishing, password hygiene, social engineering, and safe remote work practices. Customize it with your company's policies.

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    Template

    IT Vendor Evaluation Scorecard

    A structured scorecard template to objectively compare IT vendors and MSPs side-by-side on criteria like response time, security posture, pricing, and references.

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    Checklist

    Business Continuity & Disaster Recovery Planning Checklist

    Ensure your business can survive and recover from disruptions. This checklist walks you through backup strategies, communication plans, and recovery time objectives.

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