Microsoft 365 Copilot Readiness Review
A fixed-price, read-only Copilot readiness assessment for small businesses nationwide. We review who can open what in SharePoint, OneDrive and Teams, then give you a graded report, a go/no-go verdict on Copilot and prioritized recommendations.
Book a call (optional) · Optional 30-minute Zoom call.
What is a Copilot readiness assessment?
A Copilot readiness assessment checks what Microsoft 365 Copilot could surface before you turn it on. Copilot answers from anything a user can open, so the review looks at who can reach your content: public links, company-wide shares, guests and admin roles. You get a graded report and a go/no-go verdict.
Why oversharing matters before Copilot
Copilot doesn't create new access. It reveals the access you already gave away: years of "share with anyone" links, company-wide folders and forgotten guests.
"Close to 60% of all data records being shared organization-wide contained sensitive information." Concentric AI, Data Risk Report 2H 2025
Oversharing concerns caused "40% to delay rollouts by three months or more" of Microsoft 365 Copilot. Gartner survey of 132 IT leaders (June 2024), via Computerworld
What we check
Nine checks that matter most before Copilot, using four read-only Microsoft Graph permissions and zero write permissions.
Sensitive files on public links
Payroll, SSN, contract, tax and legal file names exposed through Anyone links.
Guests holding admin roles
Outside identities that can administer your tenant.
All "Anyone" links
Every unauthenticated link across SharePoint, OneDrive and Teams.
Tenant-level sharing
Whether your organization allows Anyone links at all.
Too many Global Admins
Microsoft recommends fewer than five. Most small businesses have more than that.
Links that never expire
Public links that stay live long after the project ends.
Org-wide sharing
Content every employee and Copilot can reach.
Direct external shares
Files shared with outside email addresses.
Stale guests
Guest accounts with no sign-in for 90+ days.
What you get
- Graded A–F report with findings ranked Critical to Medium
- A go/no-go verdict on Copilot
- A 45-minute walkthrough of the findings
- Prioritized recommendations in plain language
- One rescan after your team makes changes, to check the results
How it works
Admin approves read-only access
Your Microsoft 365 administrator reviews four read-only permissions on Microsoft's own sign-in page and clicks Accept. That's the whole install.
We review your sharing settings
Every site, library and shared item is checked for link type, scope and expiry, along with guests, admin roles and tenant sharing settings.
You get a scored report
An A–F grade, a Copilot readiness verdict, and plain-language recommendations ranked by risk.
The full review is delivered in about 10 business days. The service is read-only: your team or MSP makes any changes.
Price
| Up to 50 users | $2,500 |
| 51–150 users | $4,000 |
| 151–300 users | $6,500 |
| Over 300 users | Custom quote |
One-time price. Prices exclude applicable taxes. See the Refund & Cancellation Policy.
Stay ready with Monitor
For organizations that already did the cleanup and want to know when sharing drifts again.
| Up to 50 users | $249 / month |
| 51–150 users | $399 / month |
| 151–300 users | $699 / month |
| Over 300 users | Custom quote |
- Automatic rescan every month
- Alerts when new public links or guests appear
- Score trend so you can show progress over time
- Same read-only access as the review
- 3-month minimum
Veteran-owned, with experience behind every review.
15 years of experience
In IT infrastructure and security operations.
Industry certifications
Our team members hold individual industry security certifications.
Military service
A background built on discipline and mission focus.
Copilot readiness FAQ
How much does a Copilot Readiness Review cost?
It is a fixed, one-time price based on your Microsoft 365 user count: $2,500 for up to 50 users, $4,000 for 51–150 users and $6,500 for 151–300 users. Over 300 users is a custom quote. Prices exclude applicable taxes.
What do we get from the review?
A graded report with an A–F score and findings ranked Critical to Medium, a go/no-go verdict on Copilot, a 45-minute walkthrough of the findings, prioritized recommendations in plain language, and one rescan after your team makes changes, to check the results.
How long does it take?
The review is delivered in about 10 business days. Approving read-only access takes about 5 minutes.
Do we need a sales call?
No. Get started to see the published price for your user count, and TrueNorth emails your agreement and invoice within 1 business day. Calls are optional.
Can the review tool change anything in our tenant?
No. It requests only read permissions, and the code refuses any write request. Nothing is modified, deleted or re-shared. You make the fixes, or your MSP does.
Do you read our documents?
No. We read sharing metadata, such as a file's name, location, link type and who it is shared with. We never download file contents, email or chat.
Do we need Microsoft 365?
Yes. The review reads Microsoft 365, so the Readiness Review and Monitor need a Microsoft 365 tenant. Businesses on other email providers can still get the Renewal & Insurance Review.
What is your refund policy for a Readiness Review?
If you cancel before kickoff and before granting tenant access, we refund 100%. After kickoff or tenant access, but before the report is delivered, we refund 50%. There is no refund after the report is delivered, but we correct any factual error in the report at no charge. Your signed agreement controls if it differs.
What does Monitor cost after the review?
Monitor is $249, $399 or $699 a month by the same user tiers, with a custom quote over 300 users. It has a 3-month minimum, is billed monthly in advance, and continues month-to-month after that; you can cancel with 30 days' written notice.
Know what Copilot will see, before it sees it.
Get started to see the published price for your user count. See a sample report. Questions? Email hello@truenorthdatashield.com or call (808) 795-5551.