Looking For A Checklist Of Questions To Ask Clients To Engage A Solution

Does anyone have a checklist of questions to ask clients to engage a solution

What do you want the system to do?

What do you need the system to do?


I would like to have a checklist to ask questions to a client of what they have currently and what the end result that they are looking to do.

Just a basic list of questions to begin creating a solution

My advice? When you have a checklist, you end up talking more than listening. Checklists are mainly good for making sure you did everything you were supposed to do, but not that great at figuring out what you were supposed to do in the first place.

I train my salespeople to ask open ended questions designed to get the customer talking. Listen more, talk less. Your first consult should contain more conversation prompts than speeches.

But basically, you want to figure out what the customer expects the system to do. That'll tell you 1) if that expectation is realistic or reasonable, and 2) what you'll need to do to fulfill those expectations, or at least something resembling those expectations.

I am reaching out for this because we have a new guy that is involved and we as a company do not have anything that can possibly help him go through the motions with a client. If not a checklist think of it as a queue card, list of questions to a client that already has something in their company but wants to tie other things in.

Carla, I think you are missing Ari's point. If they want to tie together 2 systems, you need to understand why and how they envision it working. If you don't understand this, you will either sell them the wrong thing or they will be disappointed because it doesn't do what they want.

I understand that! Guess I am the idiot asking for something on this forum, thanks I will be sure I dont reach out anymore for guidance

Sorry my answer didn't help. The point I was trying to make is that I personally don't use the checklist method and I train my people not to use checklists either.

Maybe someone else has a checklist that they use?


This is for a video solution or access solution? It's a good question / topic just want to make sure we stay focused for what you want.

Video and access control

Carla -

A few suggestions...

1) I think a checklist is a good idea in general. It's easy to miss things/forget to ask stuff when you're having a conversation, I think we've all done that.

2) I agree with Ari's sentiment that you want to have a conversation and not just go down a strict list, but the two are not mutually exclusive. You can ask questions and take notes on a checklist form as you go.

3) I think what you might *really* want is an access control design guide, something where you can take the questions and then put that directly into a quoting tool. The particulars of this would vary with the systems you use, but it's something to think of.

In terms of designing and quoting an access control solution, these are some of the things I would want to know:

1) Do you (the end-user) have permission from the landlord to have the building doors modified for access control?

2) Why do you want an access control system (this *should* generate a decent discussion).

3) How many employees do you have, how often do you hire or fire employees or seasonal workers - this should help decide how many badges will be needed initially and also for an ongoing basis.

4) Tell me about your employees, business, etc. What I'd look for here is some information to help make a recommendation on the right style of badges. Should they be worn on lanyards, should you recommend badges with employee ID info printed on them, could it be worthwhile to recommend keyfobs instead of plastic badges and so on.

5) How many doors do you need access control on, do you anticipate this changing anytime soon?

6) Can you show me each of the doors - have the person doing the quote/walk-through take a picture of each door.

7) (more of a check than a question) Do all the doors currently open and close easily, without needing force? If not, there will likely be additional parts and labors to make the doors swing freely.

Also, check out our Access Control Job Walk Guide

For video:

1) Why do you need/want a video system? (has there been problems in the past, are there on-going problems, or are they just being proactive?)

2) Does your business type, industry, or insurance carrier require or recommend any specifics in terms of video retention time, minimum resolution, coverage, or non-coverage areas. I've sometimes been surprised how many places have non-obvious requirements around things. Ask up front before getting too deep in the design.

3) How many people will need to see live video and recorded video? Where will they be physically? How technically savvy are these users?

4) What are your expectations in terms of daytime/nighttime video and detail? Best to figure out upfront if the customer has reasonable expectations or if you will need to help them understand what their budget will get them.

5) Are aesthetics of the cameras a concern? Do you want them to be a visible deterrent, or blend into the surroundings?