Client
- Contact
- Gert
- Gert@smarterlock.com
- Phone
- 0123456798
- Website
- www.smartlock.com
- Location
- Pretoria
Edit client details
AI research brief
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Attachments
- Profile (1).pdf54 KB
Next steps
Generated 12 Jun 2026, 08:19
Where this engagement stands
This is a new engagement with Smartlock for infrastructure expansion, specifically the installation of 7 network points and relocation of 4 cameras. The client has indicated a two-month timeline and a budget of R25,000. However, initial AI research failed, and detailed technical requirements or a formal proposal are not yet in place.
Recommended next steps
- Book a discovery call with Gert. The current notes provide a high-level scope, but detailed understanding of the existing infrastructure, specific locations for points/cameras, and any technical constraints is missing. This is crucial for accurate planning and quoting.
- Manually research Smartlock's business operations and current infrastructure. The AI failed to gather external context. A quick manual search will provide valuable background for tailoring solutions and assessing potential risks, especially regarding the security implications of their "Smartlock" business.
- Draft a preliminary scope of work and high-level cost estimate. Based on the initial client notes and the expected output from the discovery call, this document will help validate understanding with the client and form the basis for a formal proposal.
- Confirm the two-month timeline and R25,000 budget with Gert. While noted, it's essential to ensure these parameters are firm and to discuss how scope might be adjusted if costs exceed the budget or the timeline is too aggressive.
Watch-outs
- Lack of detailed scope: The current notes are high-level; specific technical requirements, site conditions, and potential complexities are unknown.
- Undefined dependencies: No information about who will handle power, existing network architecture, or access to premises has been recorded.
- AI research failure: This leaves a significant gap in understanding Smartlock's business context, which could impact the relevance or alignment of the proposed solution.
- Budget vs. Scope alignment: The R25,000 budget for 7 network points and 4 camera moves within 2 months needs careful evaluation to ensure it's realistic and profitable.
Actions2 open
- Call Gert
- Follow up with proposal
Engagement ledger
- Note
This needs to happen within 2 months and the budget is around R25 000.00
- Note
They need additional 7 network points installed and 4 cameras moved to new locations.
- Note
This is the start of a new relationship.
- Note
This is the start of a new relationship.
Drafting engine
gemini-2.5-flashProposal
Proposal: Infrastructure expansion
Background
[TBC]
Objectives
[TBC]
Scope of work
[TBC]
Timeline
[TBC]
Investment
[TBC]
Next steps
I will follow up to discuss this proposal.
Open questions
- What is Smartlock's current situation and the specific problem we are aiming to solve with infrastructure expansion?
- What are the key objectives for this engagement? What does success look like?
- What specific work is anticipated for the infrastructure expansion?
- What is the desired timeline for this engagement?
- What is the anticipated investment for this engagement?