Confidential Security Questionnaire

Confidential Security Questionnaire

All information provided is confidential and used solely for risk assessment and service planning by Masonry Security Group.
SECTION 1 – CLIENT INFORMATION
Client Name

First NameLast Name
Company/Organization (if applicable)
Primary Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number

Area CodePhone Number
Email Address
example@example.com
Preferred Contact Method
Assistant/Chief of Staff Name (if applicable)

First NameLast Name
Assistant Contact (phone or email)
SECTION 2 – REASON FOR SECURITY REQUEST
What is your primary reason for seeking security services?

Other
Have you experienced any recent threats, harassment, or security incidents?
If yes, please describe
Are you currently working with another security provider?
If yes, why are you considering a change?
SECTION 3 – SCOPE OF PROTECTION REQUESTED
What level of protection are you seeking?

Other
Who requires protection? (Select all that apply)
SECTION 4 – RESIDENCE & PROPERTY SECURITY
Is your primary residence:
Do you currently have:
Have you had any break-ins or suspicious activity in the past 12 months?
If yes, please describe
Would you like a full security assessment of your home or property?
SECTION 5 – TRAVEL & MOVEMENT
How frequently do you travel?
Do you travel primarily:
How do you typically travel?
Would you like security during:
SECTION 6 – SECURITY PREFERENCES
Do you prefer your security to be:
Are you comfortable with armed agents?
Do you have a preference for your security team?
SECTION 7 – TIMELINE & BUDGET
When would you like services to begin?

MonthDayYear
Date
Are you seeking:
Estimated budget range (optional)
SECTION 8 – ADDITIONAL INFORMATION
Is there anything sensitive we should know before proceeding?
What does “feeling safe” look like to you?
Are you open to a formal risk assessment?
CLIENT ACKNOWLEDGMENT By completing this questionnaire, I understand that Masonry Security Group will use this information to assess risk and recommend appropriate security services.
Client Name

First NameLast Name
Signature
Date

MonthDayYear
Date
Should be Empty:

Confidential Security Questionnaire

SECTION 1 – CLIENT INFORMATION

SECTION 2 – REASON FOR SECURITY REQUEST

SECTION 3 – SCOPE OF PROTECTION REQUESTED

SECTION 4 – RESIDENCE & PROPERTY SECURITY

SECTION 5 – TRAVEL & MOVEMENT

SECTION 6 – SECURITY PREFERENCES

SECTION 7 – TIMELINE & BUDGET

SECTION 8 – ADDITIONAL INFORMATION

CLIENT ACKNOWLEDGMENT By completing this questionnaire, I understand that Masonry Security Group will use this information to assess risk and recommend appropriate security services.