Standard Assessment Client Onboarding Guide
Welcome to Your Standard Assessment
A thorough in-person evaluation of every entry point, system, and vulnerability on your property.
What to Expect
Your consultant will spend up to 3 hours walking every inch of your property — exterior perimeter, entry points, lighting, existing cameras and alarms, and landscaping. You'll receive a detailed written report with photos, risk ratings, and a clear camera placement guide.
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
Implementation & Follow-Up
We walk you through the report and help you build an action plan that fits your budget and timeline.
- Report walkthrough call with your consultant
- Phased implementation guidance
- Contractor referrals if needed
- Follow-up support per your package
What You Receive
- Full on-site property walkthrough (up to 3 hrs)
- Detailed written findings report
- Annotated photo documentation
- Camera placement guide
- Lock & hardware review
- 30-minute phone follow-up with your consultant
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.