Premium Protection Plan Client Onboarding Guide
Welcome to Your Premium Protection Plan
Complete security design with implementation support and a follow-up inspection.
What to Expect
The most complete residential security engagement we offer. Your consultant spends up to 6 hours on-site, delivers a comprehensive report, and returns 30 days later to verify your improvements. Semi-annual re-assessments keep your security current as your property and risk profile evolve.
Your Engagement Process
Schedule Your Assessment
After booking, you'll receive a confirmation email with your appointment details and a short pre-assessment questionnaire.
- Confirmation email sent within 1 business day
- Pre-assessment questionnaire (5 min)
- Consultant assigned to your area
- Appointment reminder 24 hours prior
Prepare Your Property
A few simple steps before your consultant arrives will help us make the most of your assessment time.
- Ensure all areas of the property are accessible
- Locate any existing alarm or camera system documentation
- Note any specific concerns or recent incidents
- Have a list of questions ready
On-Site Assessment
Your consultant conducts a thorough walkthrough of your property, documenting vulnerabilities and taking photos.
- Exterior perimeter and entry point review
- Lighting and visibility assessment
- Existing system evaluation
- Photo documentation of findings
- Real-time discussion of observations
Receive Your Report
Within 3–5 business days you'll receive a detailed written report with findings, risk ratings, and prioritized recommendations.
- Executive summary of key findings
- Vulnerability findings with annotated photos
- Risk rating for each finding (Low / Medium / High)
- Prioritized, actionable recommendations
- Vendor-neutral product guidance
Follow-Up Inspection
Approximately 30 days after your initial report, your consultant returns to verify improvements and identify any remaining gaps.
- On-site follow-up visit
- Verification of implemented recommendations
- Updated findings and any new observations
- Revised action plan if needed
- 6-month re-assessment scheduled
What You Receive
- Up to 6-hour on-site assessment
- Comprehensive security report with annotated photos
- Alarm system evaluation and recommendations
- Lighting & landscaping security review
- 30-day email support
- Follow-up inspection at 30 days
- Semi-annual re-assessment (every 6 months)
How to Prepare
- Property AccessEnsure all gates, outbuildings, and exterior areas are accessible on the day of your assessment.
- 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.