Security consultants: booking site security audits online

How security consultants can let homeowners and businesses book site security audits online: a first call, the site visit by size, what to ask and the report.

6 min read

Let clients book a short discovery call online, then a site audit sized to the property: a home, a small shop or office, or a larger site. Ask before the visit what worries them, the type of premises and who will be there, keep sensitive details out of the booking note, and finish with a written report and a follow-up call. Clients get a clear process from first call to recommendations, and you arrive on site knowing what to look at.

Start with a discovery call

A short call tells you what the client wants: a burglary concern, an insurer's requirement, a new business opening, staff safety. It also tells you whether a visit is needed, how long it will take, and whether some advice can be given by phone alone. On Book, each service has a name, a price and an optional description shown on your public page, and each slot belongs to one service, sits within one day and has its own capacity.

ServiceExample slotExample price
Discovery call20 minFree
Home security audit1 h 30€180
Shop or office security audit2 h 30€350
Report review call45 minFree

Durations and prices are examples: set your own. For large or multi-building sites, quote after the call and book the visit days yourself.

What to ask before the visit

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file. Ask in the description for:

  • the type of premises and approximate size;
  • the main concern or the reason for the audit;
  • who will be on site to show you around;
  • any insurer or landlord requirements.

Discretion

A security audit touches sensitive information. Tell clients not to write alarm codes, past incidents in detail, or opening routines in the booking note, since it appears in their calendar file and your email. Discuss those details in person or by phone, and keep your own notes secure.

Choosing visit times

Some checks are best done at the time the risk is highest: closing time for a shop, evening for outdoor lighting. Offer evening slots in a separate service, such as "Evening lighting and perimeter check", and say in the description why. Slots repeat each week on the weekdays you choose until an end date. Business audits may need to happen outside opening hours, so keep a few early-morning slots.

On site

Walk the perimeter, check doors, windows, locks, lighting, alarms and cameras, and look at how people move through the site. Take photos only with the client's agreement, and explain what you're checking as you go. Leave a few minutes at the end to share first impressions, say when the report will arrive, and note any quick fixes the client can make the same day.

Independent advice

If you don’t sell or install equipment, say so in the description: clients looking for neutral advice value it. If you do, say what you supply and that the audit comes first, so they can judge your recommendations knowing where you stand.

The report and follow-up

Send a written report with findings ranked by priority and practical recommendations. Book the report review call yourself from your calendar a few days after sending it; first and last name are required, email and phone optional, and the client receives a confirmation with a calendar file if you enter their email. Book doesn't send reminders, so that date keeps the follow-up on track.

Recurring checks for businesses

A business may want an annual re-check, or one after building works or staff changes. Book it yourself at the end of the review call, a year ahead, so the date is already in the client's calendar.

Changes

Clients can't move bookings online: they contact you, and you move the visit from your bookings list and confirm it yourself, since Book doesn't email clients about changes. Rescheduling works across services, so a home audit that turns out to need more time can move to a longer service. Book doesn't take payments, so say how audits are paid. Your bookings sync with Google, iPhone or Mac calendars. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

Should clients book the audit directly?
Let them book a short discovery call first; it tells you the scope and the visit length needed.
How long should a site audit slot be?
Size it by premises, for example 1 h 30 for a home and 2 h 30 for a shop or office.
Should alarm codes go in the booking note?
No. The note appears in the client's calendar file; discuss sensitive details in person.
Can I do evening checks?
Yes. Offer them as a separate service with evening slots and say why in the description.

Guides for security consultants