Security Company Automation: Proposal Follow-Up, Contract Renewals, and Monitoring Check-Ins

Security companies sell on trust, and clients form their impression of a company through communication as much as through the actual service. A proposal that goes unanswered signals disorganization. A monitoring contract that renews without a check-in loses to a competitor who calls first. Most security companies manage proposals and renewals manually. The ones that grow recurring revenue without growing headcount have automated follow-up systems doing the work.

1. Proposal and Quote Follow-Up

A security proposal that sits unanswered for 5 days has a dramatically lower close rate than one followed up within 48 hours. Most security salespeople get pulled to active jobs, new site walks, or monitoring calls — and the proposal that was "supposed to get a follow-up call" never does.

Automation triggers when a proposal is sent and fires at 48 hours: "Hi [Name], following up on the security proposal for [location]. Happy to walk through the system design or adjust the scope." Day 5 and day 10 follow-ups continue if no response. The sequence stops the moment the prospect responds or signs.

2. Monitoring Contract Renewal Campaign

Monitoring contracts are a security company's most reliable revenue — 90% recurring, year over year. The most common reason a client doesn't renew isn't dissatisfaction. A competitor called first and made it easy. An automated renewal sequence keeps your company first in that conversation.

At 90, 60, 30, and 14 days before contract end, the sequence fires structured renewal outreach: early messages introduce renewal options and updated monitoring packages, the 30-day message presents pricing or upgrade options directly, and the 14-day message delivers the renewal agreement. The sequence stops on signature.

3. Post-Incident Client Follow-Up

When a security incident occurs — a break-in, an alarm trigger, a monitoring escalation — the client's experience of the incident extends beyond the event itself into the days after. The company that communicates proactively, delivers a clear report, and outlines next steps is the company the client trusts. The company that goes silent loses the relationship.

When an incident report is closed in the monitoring system, an automatic message goes to the client: "We wanted to follow up on the [incident type] at [location] on [date]. Here's the report: [link]. Recommended next steps: [notes]. Questions? Reply here or call [number]." Professional, prompt, and completely automatic.

4. Annual System Check-In and Review Request

The 12-month anniversary of an installation is a good moment to get in front of the client. They have a year of experience with the system. Coverage gaps are visible. Technology has moved. A proactive check-in that offers to review coverage shows you're paying attention, not just billing them every month.

At 12 months post-installation, the automation sends: "It's been a year since we installed your system at [location]. We'd like to schedule a complimentary annual review — are there any coverage gaps or upgrades worth looking at?" For residential and small commercial clients, a review request follows: "If you've felt more secure with [Company], a Google review would help other homeowners find us."

Full Technology Stack

Every security automation build integrates with your existing monitoring platform and CRM. We build around your operations — not around a generic template.

Frequently Asked Questions