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Sales & security

Answering a security questionnaire

How one team described it:
“An enterprise prospect sends a security questionnaire. We pull past answers from Notion, the CTO fills in the technical gaps, legal checks the data processing terms and the rep sends it back with our SOC 2 report from Okta.”
  • HubSpot
  • Notion
  • Google Docs
  • Okta
  • Gmail
5 run on their own2 stay with people

Typically saves 6–10 h per deal

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Sales & securityAnswering a security questionnaire
Process description
Trigger
A prospect sends a security questionnaire
Outcome
Questionnaires go back within days, consistent with everything we said before.
Tools
HubSpotNotionGoogle DocsOktaGmail
Steps
  1. 1
    Log the questionnaire on the dealSales rep, tool HubSpot
    Can be automated
  2. 2
    Draft answers from past responsesSales engineer, tool Notion
    Can be automated
  3. 3
    Fill in the technical gapsCTO, tool Google Docs
    Stays with a person
  4. 4
    Review data processing termsLegal, tool Google Docs
    Stays with a person
  5. 5
    Attach the SOC 2 reportSales engineer, tool Okta
    Can be automated
  6. 6
    Send it back to the prospectSales rep, tool Gmail
    Can be automated
  7. 7
    Save new answers for next timeSales engineer, tool Notion
    Can be automated

Want this process in your company?

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