Know What You're Signing
Before You Sign
Every CRM, every SaaS tool, every vendor you bring into your business carries risk. We check them before you commit. Uptime history, security posture, support responsiveness, and more.
Most people vet vendors by
reading G2 reviews.
What usually happens
You're evaluating CRM options. You watch a few demos. The sales rep is friendly. The interface looks clean. G2 reviews are mostly positive. You sign the contract.
Six months later you find out the vendor had a major security incident last year. Or their support takes 72 hours to respond. Or they've had three outages in the past quarter that nobody mentioned.
By then you've migrated your data, trained your team, and built your workflows around the tool. Switching costs are high. You're stuck.
Why certification matters
CompTIA Security+ covers third-party risk management, vendor assessment, and security controls. It's not a checkbox certification. It's actual methodology for evaluating software vendors the way enterprises do.
Most small businesses can't afford a dedicated security analyst. Most CRM consultants don't know how to evaluate vendor risk. We bridge that gap. You get enterprise-level due diligence at a price that makes sense.
Real due diligence. Not guesswork.
Security Posture
Uptime and Stability
Support Quality
Business Viability
One page. Ready to forward.
What you get
A one-page vendor risk summary for each tool we implement. Clean, professional, designed to be forwarded. Your lawyer can read it. Your investor can read it. Your board can read it.
No jargon. No 50-page reports nobody reads. Just the information you need to make an informed decision.
- ✓ Security status summary
- ✓ Uptime and reliability grade
- ✓ Support quality assessment
- ✓ Red flags (if any)
- ✓ Recommendation
Vendor Risk Summary
Included with every implementation
Included. Not upsold.
With Any Implementation
Book a CRM setup, Quick Bridge, or Full GTM Stack. Vendor risk report included at no extra cost.
Included
Standalone Assessment
Need to vet a vendor without full implementation? We offer standalone vendor risk reviews.
$750 per vendor
Comparison Report
Evaluating multiple vendors? We compare 3 to 5 options side by side with risk assessment for each.
$1,500 to $2,500
Questions about vendor risk.
What is CompTIA Security+ certification?
Security+ is a globally recognized cybersecurity certification from CompTIA. It covers risk management, third-party vendor assessment, security controls, compliance, and threat analysis. It's the baseline certification for security professionals and is recognized by the U.S. Department of Defense.
Why should I care about vendor risk?
Every SaaS tool you use has access to some of your data. A vendor with poor security practices puts your customer data at risk. A vendor with reliability problems disrupts your operations. A vendor with poor financials might shut down and take your data with them. Better to know before you're locked in.
What's the difference between this and SOC 2?
SOC 2 is an audit that vendors undergo. We check if they have it and what type. But SOC 2 is just one piece. A vendor can be SOC 2 certified and still have terrible uptime or nonexistent support. Our assessment looks at the full picture.
How do you get this information?
Public sources: status pages, security trust centers, SOC 2 reports (when available), funding announcements, LinkedIn, news coverage. We also benchmark support response times directly. Everything is documented and verifiable.
What if you find red flags?
We tell you. That's the point. If a vendor has had recent security incidents, we document them. If their uptime is below acceptable levels, we flag it. If their support is slow, you'll know. Then you can make an informed decision about whether to proceed.
Don't sign blind.
Let's talk about what you're evaluating and what you need to know before you commit.