Starting a project without all of the account information is a recipe for disaster. Trying to get system-critical information is often difficult and could delay the install.
I like to gather all of the account and system information needed for the install as soon as the sale is made. This way, the customer knows nothing can move forward until they have provided all the information that you require.
Copy and modify this free template as needed.
Subject: Security Account & System Info for: [Customer Name]
—-
Dear [PM, Architect, Customer],
We are excited to work with you!
In order to complete the Security Account for: [Customer Name]
Kindly provide the following information:
Account Information:
Customer end-user information (who at the company will be the primary user/administrator)
Contact information for the end-user
GC/PM contact information:
Architect/PM contact information:
IT Director/Contractor contact information
Property Management information:
Building permit application number(s)
Camera Information:
Floor Plans
Camera Location Map
Camera Schedule (if provided by Architect)
Camera Labeling and Naming Schedule (label and name for each camera)
Door Information:
Door Schedule (usually provided by Architect)
Door Hardware Set Schedule (usually provided by Architect)
Door Labeling and Naming Schedule (label and name for each door)
Alarm Information:
1st Emergency Contact name, phone and email
2nd Emergency Contact name, phone and email
3rd Emergency Contact name, phone and email
3-digit verification code (you can call to provide this)
IT Network Information:
VLAN
2 dedicated IP addresses (if there is an existing system, it should land us on the same network)
Subnet
Gateway
DNS server
Once we have this information we can supply the final design and project narrative for your approval.
Thank you,
[Your Name Signature]