SECR | Initial Client Assessment

1

Solutions Advisor & Engagement DetailsConfidential · Not visible to prospect

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SA Name

Assessment Date

SA Email

Assessment Method

Lead Source

2

Prospect / Company InformationPrimary contact and organization details

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Company Name *

Industry / Vertical *

Primary Contact Name *

Title / Role

Phone

Email *

Company Size (Employees)

Number of Locations / Sites

Primary Service Address

Are there additional pickup sites? If yes, list cities or states below

Who is the decision maker for this project? Is this person our contact?

3

IT Asset ProfileTypes, quantities, and condition of equipment

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Equipment Types (select all that apply)

Other equipment types or notes

Volumes & Condition

Estimated Total Asset Count * Approximate is fine at this stage

Age Range of Assets

Overall Asset Condition

Is an asset inventory / list available?

Notable high-value assets (servers, storage, networking brands)? Makes, models, or quantities that may have significant resale value

4

Service RequirementsWhat the prospect needs from SECR

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Primary Service Needed (select all that apply)

ITAD — Full Asset Disposition Electronics Recycling (e-Waste) Data Destruction / Certified Wiping Hard Drive / Media Shredding IT Asset Buyback / Value Recovery Data Center Decommissioning Onsite Processing / Destruction Pickup & Logistics Only

Data Destruction Requirements

Data sensitivity level

Preferred data destruction method

Certificate of Destruction required?

Regulatory / compliance framework (if any)

Additional compliance or security notes

Onsite vs. Offsite Preferences

Processing preference

Site survey needed?

Any site access restrictions? Security badges, loading dock hours, escort requirements, NDAs, etc.

5

Timeline, Urgency & Project ScopeScheduling and project structure

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What is driving this project? *

Desired start / pickup date

Hard deadline (if any)

Urgency level

Is this a one-time project or ongoing engagement?

Special scheduling constraints or notes

6

Value Recovery & Commercial ExpectationsFinancial expectations, buyback interest, and budget

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Is the prospect expecting asset buyback / revenue?

Budget allocated for ITAD / recycling services?

Have they received competing quotes?

Who are the competing vendors (if known)?

Key decision criteria (what matters most to them)?

Data Security / Compliance