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SOC 2 Type IIISO 27001Never trains on your data

Gavin
You
Competitor2:14 PM

Gavin2:14 PM

“We’re evaluating two other vendors this quarter as well.”

Hero®Suggested follow up

Ask what the other two are missing, then send the Aviato migration story before Friday.

Differentiation on the record

  • Security docs pulled
  • CRM updated
  • Recap queued to send
25%Higher win rate
6–8 hrsRecovered weekly per rep
100%Faster than selling alone

Assisting sellers at

ADPDayforceDocuSignGuidewire

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Jennifer P.Senior Account Executive

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Martin D.VP Sales Operations

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Kristy R.Sales Manager

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Lisa E.Enterprise Account Executive

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After the call

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Gavin
Hero®
You
Call ended 31 min · 2 participants
Acme Corp — Security Review
Jul 23 · 2:30 – 3:01 PM
Call ended · 31 min Preparing summary…
Meeting Details CRM Updates
MR
Monica Reyes
Security Lead
DC
David Chen
VP of Engineering

Summary

Monica confirmed SOC 2 Type II is the gating requirement for the deal, and David joined as the technical decision maker. The team is aligned on moving to a hands-on security review.

  • Data residency raised as an open question for the EU rollout.
  • David requested the security architecture ahead of the next call.
  • Next step: a 20-minute deep-dive with Acme’s platform team.
Follow-up email Draft
ToMRMonica Reyes
SubjectSecurity Review: recap & next steps
Hi Monica — thanks for the time today. I’ll send our security architecture over this week and get 20 minutes with your platform team on the calendar to walk through the SOC 2 review.
Copy Send
Acme Corp — Enterprise Expansion
Technical Validation Close Date 08/29/2026
David Chen$120,000

Proposed updates available

Updated just now · Check for updates
  • Stage changed Discovery Technical Validation
  • Close Date updated 08/29/2026
  • Next Step changed (empty) Security deep-dive with platform team
Sync with Salesforce Review CRM Updates
Synced with Salesforce

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