Deliver transparent security services with real-time incident alerts, automated patrol reports, and professional client communication that wins renewals.
Guards call control room but information doesn't reach clients for hours, causing complaints about transparency. Major incidents discovered by clients before you inform them.
No real-time proof of patrol completion. Clients doubt whether guards actually make rounds or just sit at gate. No way to prove you're delivering what you promised.
Last-minute sick leaves mean scrambling to find replacements. Site left unguarded, client furious. Communicating changes to clients is an afterthought.
Creating daily/weekly reports for each client manually takes hours. Same incident logged multiple times across different formats. Admin staff overwhelmed.
Monthly invoices ignored for weeks. Following up with accounts department is a full-time job. Cash flow suffers while you continue providing service.
Clients switch agencies without warning. No proactive engagement means you only know when it's too late. Lost contracts you could have saved.
Deliver transparent, professional security services that win contract renewals
When prospects message asking about security services, immediately share service catalog with pricing for different guard types and shift patterns.
Trigger: Keywords "security", "guards", "protection" Action: Send service catalog with pricing Include: Unarmed, armed, supervisors, mobile patrol Add-ons: CCTV monitoring, event security Collect: Site location, coverage hours, start date
Keywords trigger instant response with complete service menu. Prospects get professional response with clear pricing immediately, even when your team is busy coordinating existing sites.
Workflow tip: Include different package options: "Basic" (single guard), "Standard" (guard + supervisor visits), "Premium" (24/7 + CCTV + patrol).
After inquiry, guide prospect through site survey scheduling, security assessment, and customized proposal delivery with automated follow-ups.
On inquiry: Schedule site survey 24h before: Survey reminder with assessor details Post-survey: Thank you + proposal timeline Proposal sent: Follow up at day 2, 5, 7 Include: Security gaps identified, recommended coverage Track: Proposal-to-contract conversion rate
The journey automates the entire pre-sales process. From survey scheduling to proposal follow-up, every touchpoint is handled professionally without manual tracking.
Workflow tip: Include competitor comparison in proposals: "Why SecureShield vs. others: PSARA licensed, trained guards, real-time reporting app, 24/7 control room."
When guards report incidents via keyword triggers, instantly notify relevant client contacts with incident details, photos, and actions taken.
Guard triggers: "INCIDENT", "ALERT", "EMERGENCY" Auto-collect: Location, type, details, photos Notify: Client's designated security contacts Escalation: If no acknowledgment in 10 mins Log: All incidents stored in CRM Report: Weekly incident summary
Guards send incident keywords via WhatsApp. The system prompts for details, collects photos, and immediately alerts designated client contacts. All incidents are logged for weekly reports.
Workflow tip: Create incident severity levels: Green (observation), Yellow (potential risk), Red (immediate threat). Different escalation protocols for each.
Automatically compile and send daily patrol completion reports to clients every morning, showing checkpoint verification and any observations.
Schedule: Every day 6:30 AM Content: Patrol completion, checkpoint verification Observations: Any issues noted during rounds Guards: Who was on duty each shift Attachments: Detailed checkpoint log PDF Customize: Different format per client preference
Guards log patrol completions via app/WhatsApp throughout the day. The system compiles all data and sends formatted daily report to client contacts every morning automatically.
Workflow tip: Add photo verification to key checkpoints. "Patrol photo from Basement B at 11:45 PM" proves rounds are being done.
When a guard reports sick or is unable to attend, instantly notify backup guards and confirm replacement with client before shift starts.
Guard trigger: "SICK" or "ABSENT" keyword Auto-notify: Backup guards with site details On confirmation: Alert client about replacement Include: Replacement guard profile, experience Timeline: Complete before shift starts Track: Guard attendance and replacement frequency
When a guard reports unavailability, the system immediately alerts backup guards. Once replacement is confirmed, client is notified proactively—before they notice any gap.
Workflow tip: Send replacement guard photo and ID to client: "Your replacement guard for tonight. Please verify ID at arrival."
Send monthly invoices automatically with escalating reminders to accounts team, reducing payment delays significantly.
1st of month: Send invoice to accounts contact Day 5: Thank you if paid, reminder if pending Day 10: Second reminder to accounts + site contact Day 15: Escalation to client decision maker On payment: Receipt + thank you message Track: Payment delay trends per client
Invoices are sent automatically on the 1st. The sequence tracks payment status and sends escalating reminders to different contacts. No manual follow-up needed.
Workflow tip: Include service summary in invoice message: "This month: 2 incidents handled, 744 patrol rounds completed, zero security breaches."
When contract is signed, trigger comprehensive onboarding flow including guard assignment, protocol sharing, emergency contacts collection, and deployment confirmation.
On contract signing: Welcome + onboarding checklist Collect: Emergency contacts, restricted areas, VIP protocols Day before deployment: Guard details + reporting time Day 1: Deployment confirmation with photos Week 1: Check-in for feedback Month 1: Service satisfaction survey
The journey ensures nothing is missed during onboarding. From collecting site-specific protocols to confirming guard deployment, every step is tracked and communicated professionally.
Workflow tip: Create site-specific protocol document from collected info. Share back with client for approval before deployment.
45 days before contract expiry, start renewal engagement with service review, feedback collection, and renewal proposal with early-bird discount.
45 days before expiry: Service summary + renewal offer 30 days before: Follow-up + early bird deadline 15 days before: Final reminder + schedule call option 7 days before: Escalation to decision maker Include: Achievements, savings, value delivered Track: Renewal rates, lost contracts, reasons
The sequence starts proactive renewal conversation well before expiry. Showing actual service delivery metrics makes value tangible. Early bird discounts drive faster decisions.
Workflow tip: Include client feedback in renewal message: "Your feedback from our last check-in was 4.5/5 stars. We're committed to maintaining this standard."
Before major festivals and events, send campaigns to existing clients about additional security requirements and to prospects about event security services.
Campaign calendar: Yılbaşı, New Year, Ramazan, elections Target: Existing clients + past inquiries Content: Specific risks, recommended coverage Offer: Early booking discounts Segment: Residential vs. commercial clients Track: Additional bookings from campaigns
Seasonal campaigns target clients before high-risk periods. Different messaging for residential (theft risk) vs. commercial (inventory, cash handling). Creates additional revenue from existing relationships.
Workflow tip: Send post-festival report: "Your property secured during Yılbaşı: 15 extra patrol rounds, 3 suspicious activities prevented."
Enable clients' visitors and vendors to pre-register via WhatsApp, generating digital passes and alerting guards before arrival.
Host sends visitor details via WhatsApp Auto-generate: Digital pass with QR code Notify: Guard at designated entry gate Pre-arrival: Send directions to visitor On arrival: Scan QR for instant verification Log: Complete visitor history maintained
Hosts pre-register visitors via WhatsApp. Visitors receive digital passes with QR codes. Guards are pre-notified. Entry is quick and professional. Complete audit trail maintained.
Workflow tip: Add vendor categories: Regular vendors (auto-approve), new vendors (host approval required), restricted vendors (management approval).
From inquiry to long-term partnership
| Capability | Starter $29/mo |
Pro $99/mo |
Business $470/mo |
|---|---|---|---|
| Instant quote responses | Yes | Yes | Yes |
| Real-time incident alerts | Yes | Yes | Yes |
| Guard replacement alerts | Yes | Yes | Yes |
| Site survey & proposal flow | Basic | Full | Full |
| Daily patrol reports | - | Yes | Yes |
| Invoice & payment reminders | - | Yes | Yes |
| New site onboarding | - | Yes | Yes |
| Contract renewal automation | - | Yes | Yes |
| Visitor pre-registration | - | - | Yes |
| Multi-site coordination | - | - | Yes |
| Client sites | Up to 10 | Up to 50 | Up to 200 |
| Team members | 2 | 5 | 15 |
Ideal for security agencies managing 10-50 client sites. Includes automated reporting, invoice reminders, and renewal automation that retains contracts.
Managing 50+ sites? Business Plan ($470/mo) adds visitor pre-registration and multi-site coordination features.
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