Innovative Technology Solutions for Everyone

Initial Site Visit / Consultation

Discovery • Existing Systems • Recommendations
Willful Automation
Willful Technology Solutions LLC
Residential Technology • Networking • AV • Smart Home
willfulautomation.com • mwillison@willfultech.com

1. Visit Information

2. Customer Goals / Common Technology Requests

Add one row per client goal or requested technology area.
Common prompts: unreliable Wi-Fi, better coverage, security cameras, door access/intercom, smart lighting, thermostats/energy savings, TV/media room, distributed audio, outdoor entertainment, app/voice control, privacy/cybersecurity, structured wiring, and ongoing monitoring.

3. Room / Area Notes

Use this to organize discovery notes by room, outdoor area, rack location, office, building, or zone. Designed for quick notes on-site from a phone.

4. Existing Systems / Equipment Inventory

Add existing equipment only when it affects design, quoting, troubleshooting, or future service history.

5. Site Infrastructure / Observations

Document infrastructure conditions that may affect scope, pricing, reliability, or installation complexity.

6. Client Preferences / Constraints

7. Preliminary Recommendations / Design Direction

Use this for early recommendations, quote options, or design paths to explore after the visit.

8. Photos / Attachments

Leave blank if no photos or attachments are needed. Add entries only when they are useful.

9. Follow-Up / Proposal Plan

10. Internal Notes