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Playbook September 22, 2026 2 min read Checked against the providers’ own pages on September 22, 2026

What an enterprise buyer checks before they sign

What a larger prospect's security and support teams look for before they sign, and how to get SOC 2 and customer support tooling at startup prices.

Your first real B2B prospect won't tell you what's coming. The demo goes well, your contact is on board, and then procurement sends two requests nobody mentioned earlier. One comes from security. The other comes from whoever will own the account after the sale. Both take time to set up from scratch, and it's easier to start before the deal is on the table.

First: the security team asks for a report you don't have

The question is usually some version of "do you have a SOC 2 report". If you have no compliance program, the honest answer is no. That won't necessarily kill the deal, but it slows it down while the buyer's security team decides whether to accept the risk, and larger companies rarely rush that call.

Vanta automates the evidence collection for SOC 2 and similar frameworks, and it offers a startup rate. Vanta does not publish the discount. The roughly $1,000 figure comes from public reporting, and the tier you get often depends on a partner or accelerator affiliation.

Treat the discount as a bonus. The value is deal speed: when an enterprise prospect asks for a SOC 2 report, a program that's already underway keeps the deal moving, and starting it early costs less than starting it while a signature waits.

Eligibility is early-stage B2B. Nothing published requires you to have investors.

Second: whoever bought it has to be able to reach you

Say the deal closes. An enterprise account behaves differently from a self-serve signup. The people on it expect a proper place to raise issues and a reasonable idea of how quickly you'll answer, and a reply from the founder's personal inbox three days later doesn't meet that.

Intercom Early Stage gives up to 90% off its AI-first customer service platform for the first year, for early-stage companies that are new to Intercom. The offer is one-time and tied to a new account, so decide on your support and CRM setup before you claim it instead of switching tools two quarters in. HubSpot has a similar early-stage offer and is worth comparing first. The details are in the week-your-round-closes checklist.

Why the order matters

Do Vanta first, because its timeline is the buyer's, not yours. Their security review moves at their pace, and a compliance program started the week they ask for a report is too late for that deal. A support tool is quicker. You can set one up in an afternoon once there's an account to support, so claiming Intercom early only uses up a one-time discount before you need it.

Before your first enterprise conversation

  • A SOC 2 program already underway, even if the report is months away.
  • A support inbox that exists before you need it, so you aren't using your personal email under deadline.
  • Both programs above already checked on our database, so you aren't reading their terms for the first time when procurement asks.

If you get the order wrong, nothing breaks. The deal just takes longer.

Find out what you qualify for today

Tell us four facts and we will come back with an ordered list — or look through the database yourself. No account, no charge.