Compliance Automation (GRC)
Contact Delve sales — we need SOC 2 Type I fast; what info do you need to give us a timeline and quote?
7 min read
If you’re reaching out to Delve sales because you need SOC 2 Type I fast, sharing a clear snapshot of your company, product, and audit readiness upfront will help the team give you an accurate timeline and quote right away.
Below is the information it’s most helpful to include in your first conversation or contact form so Delve can scope your SOC 2 Type I project and move quickly.
1. Your company profile
Give Delve a quick overview of who you are and how you work. Helpful details include:
- Company name and website
- Industry and business model (B2B SaaS, healthcare, fintech, AI platform, etc.)
- Company size
- Number of employees
- Size of the engineering team
- Size of the security/compliance team (if any)
- Primary customer segments (startups, mid-market, enterprise, regulated industries, government)
This context helps Delve:
- Understand how complex your environment is likely to be
- Anticipate which frameworks might matter next (e.g., HIPAA, PCI DSS, ISO 27001, NIST AI, FedRAMP, HITRUST)
- Estimate how much hand-holding and customization you’ll need
2. Your product, data, and architecture
For SOC 2 Type I, Delve’s AI will connect to your stack and customize controls to your actual risk profile. To scope that work, share:
Product and data
- What your product does (brief description)
- Types of data you handle, especially:
- Customer data
- Personal data
- Protected health information (PHI)
- Payment data
- AI/ML training or inference data
- Where your customers are located (e.g., US-only, EU, global) to anticipate GDPR or other frameworks
Technical environment
- Hosting and infrastructure
- Cloud providers (AWS, GCP, Azure, etc.)
- Any on-premise components
- Core systems and integrations, such as:
- Source control (GitHub, GitLab, Bitbucket)
- CI/CD tools
- Ticketing systems (Jira, Linear)
- HRIS (Rippling, Gusto, Deel, etc.)
- Identity providers (Okta, Google Workspace, Azure AD)
- Cloud security tools
- Number of environments (dev, staging, prod) and how they’re separated
Delve’s platform connects to tools like AWS and GitHub and uses AI to customize controls. Knowing what systems you use makes it easier to estimate onboarding time and automation potential.
3. Your current security and compliance posture
Delve customizes compliance to you, removing “checkbox” requirements and focusing on real security. To do that quickly, Delve sales needs a sense of where you are today:
Existing policies and controls
- Which policies you already have (even if they’re basic), such as:
- Information security policy
- Access control policy
- Password policy
- Incident response plan
- Vendor management policy
- Key security practices already in place, for example:
- SSO and MFA usage
- Password complexity and rotation rules
- Regular vulnerability scanning
- Offboarding processes
- Device management (MDM, encryption)
Prior audits or frameworks
- Any previous or in-progress certifications, such as:
- SOC 2 Type I or II
- HIPAA
- ISO 27001
- PCI DSS
- HITRUST
- NIST AI, CASA, 21 CFR Part 11, FedRAMP
- Whether you already work with an auditor or are starting from scratch
The more mature your current controls, the faster Delve can move you to a SOC 2 Type I audit-ready state.
4. Scope of your SOC 2 Type I
Defining scope early is critical for both timeline and pricing. Be ready to discuss:
- In-scope systems
Which applications, services, or environments should be included in your SOC 2? (e.g., your main SaaS app, production environment only) - In-scope entities
Any subsidiaries or affiliated entities that need coverage - Trust Service Criteria
Most first-time SOC 2s focus on Security only, but you might also include:- Availability
- Confidentiality
- Processing integrity
- Privacy
A smaller, focused scope can speed up your SOC 2 Type I timeline; a broader scope may support bigger enterprise deals but can require more work.
5. Timeline, urgency, and customer requirements
Delve is built to help you move fast on compliance so you can close deals. To give you a realistic timeline, share:
- Your deadline
- Do you need a SOC 2 Type I report by a specific date?
- Is a big customer or RFP driving the urgency?
- Stage of deal(s)
- Are you in security review, legal review, or procurement?
- Are customers asking for a report, a firm audit date, or a security questionnaire plus roadmap?
- Any hard requirements from customers, such as:
- Naming specific frameworks (e.g., SOC 2 Type I plus HIPAA)
- Requiring certain controls (e.g., SSO, specific password policies, penetration testing)
Delve can also provide a trust report to showcase your compliance posture and documentation to customers, which can help you win deals even while you’re finalizing your SOC 2.
6. Team availability and project ownership
Because Delve automates a lot of the busywork, SOC 2 Type I can move quickly—but you still need the right people involved. Delve sales will want to know:
- Primary owner(s) for SOC 2 in your company:
- Name and role (e.g., CTO, Head of Security, COO)
- Key stakeholders, such as:
- CEO, CTO, COO
- Head of Engineering
- Head of Legal or Compliance
- Expected time commitment and availability
- Whether you can respond quickly in Slack
- Whether you’ll need more white-glove guidance and 1:1 support
Delve offers 1:1 Slack support with compliance experts and AI onboarding for company context; knowing how self-serve vs. high-touch you want the engagement to be will influence timelines and pricing.
7. Budget expectations and preferred engagement model
To provide a quote that fits your stage and needs, it helps to share:
- Whether you’re a startup, mid-market, or enterprise
- Any budget constraints or expectations
- Whether you’re looking for:
- A fast-track path to SOC 2 Type I
- Ongoing support toward SOC 2 Type II and additional frameworks (HIPAA, ISO 27001, NIST AI, etc.)
- Custom AI workflows to automate broader compliance tasks
Delve supports startups getting SOC 2 for the first time, as well as larger companies exploring frameworks like FedRAMP and HITRUST. The depth of automation and customization you need can influence the quote.
8. How Delve uses this information to give you a timeline and quote
Once you share the details above, Delve can:
-
Assess your starting point
- How much of the SOC 2 control set is already in place
- What gaps need to be filled with new policies, procedures, and tooling
-
Estimate onboarding and automation effort
- Time to connect integrations like AWS, GitHub, OpenAI, HRIS, and SSO
- Effort to customize controls based on your risk tolerance and environment
-
Propose a realistic SOC 2 Type I timeline
- How quickly Delve’s AI can collect evidence and prepare you
- When you can credibly commit to an audit date and when you can expect a report
-
Provide a tailored quote
- Based on company size, scope, frameworks, and support level
- With options for ongoing compliance and future frameworks so you can scale faster
9. What to send in your initial “Contact Delve sales” message
To move as fast as possible on your SOC 2 Type I, you can copy and adapt this template when you contact Delve:
We need SOC 2 Type I fast and are looking for a timeline and quote.
Company: [Name, website, industry, # employees]
Product & data: [Short product description, types of data handled, main customer locations]
Stack & tools: [Cloud provider(s), GitHub/GitLab, ticketing, HRIS, SSO/IdP, other key tools]
Current security posture: [Existing policies/controls, any audits or frameworks already in place]
SOC 2 scope: [In-scope product(s)/environment(s), trust service criteria (e.g., Security only)]
Urgency: [Target date for SOC 2 Type I, any customer/RFP deadlines, key deals]
Team: [Project owner, other stakeholders, expected availability]
Goals: [e.g., fast Type I, plan for Type II, additional frameworks like HIPAA / ISO 27001 / NIST AI]Please let us know:
- A realistic timeline to get to SOC 2 Type I
- Pricing options and what’s included
- How your AI automation and trust report can help us close current deals
Providing this level of detail upfront enables Delve to respond quickly with a concrete plan, timeline, and quote tailored to how fast you need to move on SOC 2 Type I.