Small Business Assessment Client Onboarding Guide
Welcome to Your Small Business Assessment
Professional security review for retail, office, or small commercial spaces.
What to Expect
A focused security review of your retail, office, or small commercial space. Your consultant will walk the interior and exterior, identify entry point vulnerabilities, map camera blind spots, and deliver a clear written report with practical recommendations.
Your Engagement Process
Schedule Your Assessment
After booking, you'll receive a confirmation with appointment details and a facility pre-assessment form.
- Confirmation email within 1 business day
- Facility and operations questionnaire
- Consultant assigned to your area
- NDA available upon request before site visit
Designate a Facility Contact
Assign a facilities manager, security director, or operations lead to accompany the consultant during the walkthrough.
- Access to all areas of the facility
- Knowledge of current security systems
- Authority to discuss operational procedures
- Availability for the full assessment duration
On-Site Assessment
Your consultant conducts a systematic evaluation of your facility, documenting vulnerabilities and reviewing existing systems.
- Interior and exterior walkthrough
- Entry point and access control review
- CCTV coverage and blind spot analysis
- Loading dock and back-of-house evaluation
- Employee safety and visitor management review
Receive Your Report
Within 3–5 business days you'll receive a detailed written report with findings, risk ratings, and recommendations.
- Executive summary for leadership
- Technical findings with annotated photos
- Risk matrix and priority levels
- Compliance gap notes (where applicable)
- Actionable remediation roadmap
Debrief & Implementation
We present findings to your team and help you build a practical security improvement plan.
- Management or security team debrief
- Phased implementation guidance
- Vendor-neutral technology recommendations
- Ongoing advisory support per your package
What You Receive
- Interior and exterior walkthrough
- Entry point vulnerability review
- Camera blind-spot analysis
- Employee safety observations
- Written findings report
How to Prepare
- Facility AccessEnsure all areas — including back-of-house, server rooms, and loading docks — are accessible during the assessment.
- System DocumentationGather documentation for existing CCTV, access control, alarm systems, and visitor management platforms.
- Incident HistoryCompile any past security incidents, near-misses, or employee safety concerns for the consultant to review.
Everything Included in Your Package
Frequently Asked Questions
This agreement form is only available via the personalized link sent to you by your consultant. Please use the link from your onboarding email to access and complete this section.
Questions Before Your Assessment?
Our team is here to answer any questions and make sure you're fully prepared. Reach out any time before your scheduled engagement.