Compliance Pre-Sales Evidence Pack (Onboarding)

Compliance Pre-Sales Evidence Pack (Onboarding)

1. 01

   Map client security requirements to the relevant frameworks

   Identify which certifications the client's procurement team will ask about, such as SOC 2, HIPAA, or ISO 27001, and note any contractual deadlines for evidence delivery.

2. 02

   Inventory existing compliance artifacts and identify gaps

   Collect current policies, penetration test reports, and audit letters. Compare against the framework requirements to spot missing controls or stale documentation.

3. 03

   Select a compliance automation platform that matches your stack

   Evaluate tools like Vanta, Drata, or Secureframe based on the integrations you already use and the frameworks your clients demand. Confirm the platform supports continuous monitoring, not just one-time audits.

4. 04

   Configure automated evidence collection for critical controls

   Set up integrations with your cloud providers, HR systems, and code repositories so that evidence like access reviews and vulnerability scans is captured without manual effort.

5. 05

   Generate a draft evidence pack for the client's security review

   Produce a summary of your compliance posture, including control status and any exceptions, formatted for easy consumption by the client's security team.

6. 06

   Review the pack with your legal and security advisors

   Ensure the evidence pack does not disclose sensitive internal details beyond what is necessary, and that all claims are accurate and verifiable.

7. 07

   Deliver the pack and schedule a walkthrough with the client

   Present the evidence pack in a meeting, highlighting how your compliance workflows reduce risk and speed up their procurement process.