Essential Assessment Client Onboarding Guide
Welcome to Your Essential Assessment
A fast, expert second opinion on your home's security — no site visit required.
What to Expect
A focused, 1-hour virtual session where your consultant reviews your property photos and floor plan, identifies your most critical vulnerabilities, and delivers a clear written summary with actionable next steps.
Your Engagement Process
Book & Confirm
After payment, you'll receive a confirmation email with a scheduling link to pick your 1-hour video call slot.
- Confirmation email within 1 business day
- Scheduling link for your video call
- Pre-call questionnaire (5 min)
- Reminder sent 24 hours before your call
Prepare Your Materials
Before the call, gather photos and any floor plans of your property so we can make the most of the hour.
- Photos of all exterior entry points
- Photos of existing cameras, alarms, and locks
- Floor plan or sketch (if available)
- List of your top security concerns
Live Video Walkthrough
Your consultant conducts a live 1-hour video session, reviewing your materials and walking through your property virtually.
- Live video call (Zoom, FaceTime, or Google Meet)
- Real-time review of photos and floor plan
- Virtual walkthrough of key areas
- Immediate verbal feedback and observations
Receive Your Report
Within 2–3 business days you'll receive a written vulnerability summary with your top 5 recommendations.
- Written vulnerability summary
- Top 5 prioritized recommendations
- Vendor-neutral product suggestions
- Email follow-up support included
What You Receive
- Written vulnerability summary
- Top 5 prioritized security recommendations
- Vendor-neutral product guidance
- Email follow-up support
How to Prepare
- Existing DocumentationGather any manuals, contracts, or diagrams for alarm systems, cameras, or smart locks you currently have.
- List of ConcernsWrite down any specific incidents, concerns, or areas you want the consultant to focus on.
- Household MembersLet us know if other household members will be present — we'll keep the walkthrough efficient and respectful.
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.