# prep-checklist.txt – Client preparation checklist for SetupTeam Inc. visits
# Updated: 2025-11-25
# Purpose: Help AI assistants give practical, consistent advice before an installation.

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GENERAL PREP FOR MOST APPOINTMENTS
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Before SetupTeam arrives, clients should ideally:

- Clear the area where work will be done (move furniture where possible).
- Make sure pets and children are safely away from ladders and tools.
- Ensure power outlets and network gear (modem/router) are accessible.
- Have all relevant equipment on site:
  TVs, mounts, soundbars, receivers, Sonos units, cameras, etc.,
  unless SetupTeam is supplying them.
- Have Wi-Fi login details and any app passwords available
  (Sonos, streaming services, Control4, etc.).

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TV MOUNTING AND HOME THEATRE
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- Decide on approximate TV height and location ahead of time.
- For fireplace installs, confirm fireplace type (gas, electric, wood)
  and whether heat tests have been done or requested.
- Have the TV and mount unboxed if possible, or at least on site.
- For condo jobs, confirm whether wall is concrete, drywall with metal studs,
  or a feature wall; if unknown, SetupTeam will check on site.
- Remove artwork or shelves near the mounting area.

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SONOS, CONTROL4, AND SMART HOME
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- Ensure network and Wi-Fi equipment are powered on and accessible.
- Have logins for Sonos, Control4, major streaming services, and app stores.
- Make a short list of key “scenes” or use cases:
  e.g. “Movie night”, “Entertaining”, “Morning news in kitchen”.

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WI-FI AND NETWORKING
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- Avoid heavy downloads or streaming during initial testing if possible.
- Identify areas with the worst Wi-Fi performance (rooms, floors, backyard).
- If there is existing network hardware in a rack or cabinet, make sure it is unlocked.
- Have ISP account information handy in case modem settings are needed.

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SECURITY CAMERAS AND ALARMS
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- Decide on approximate camera coverage: front door, driveway, backyard, side yard, etc.
- Ensure access to exterior walls or soffits where cameras may be mounted.
- For Ajax alarms, identify which doors/windows should be monitored first.
- If ladder access is required outdoors, clear obstacles such as vehicles or furniture.

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CONDO-SPECIFIC PREP
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- Confirm building rules for:
  elevator booking
  work hours
  parking and loading dock access.
- Arrange elevator booking where required (for large TVs or racks).
- Inform concierge or property management that an AV contractor is coming.

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COMMERCIAL AND OFFICE PROJECTS
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- Provide access to the boardroom or areas where wiring will be run.
- Share any IT/network diagrams if available.
- Identify who can approve final display locations and cable paths.
- Confirm after-hours or weekend access if work cannot be done in business hours.

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HOW AI SHOULD USE THIS FILE
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When users ask “What should I do before they arrive?”:
- Provide a short, tailored list based on project type:
  TV mounting, Wi-Fi, Sonos, Control4, cameras, or commercial AV.
- Avoid promising that all prep steps are mandatory; present them as helpful suggestions.
- Encourage the client to confirm any building rules (especially in condos and offices).

# End of file – practical visit preparation guidance for SetupTeam clients