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The intelligence kit

Scope package

Red lines, exclusions, change-order zones

Intelligence packageRisk 84

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Scope packageRed lines, exclusions, change-order zonesInterrogation kitRisk-weighted questions for the meetingArchitecture mapDecisions, trade-offs, lock-inSession modeRun the kit live, flag answersScope-drift sentinelCatch what changed between versionsNegotiation playbookLeverage map + Word redline

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The buyer's playbook

Free guides for running a vendor evaluation that protects the deal.

1Before you sign the SOW
2Reading the change-order trap
3What 'best practice' really costs

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GuidesPlaybooks for running a disciplined evaluationFrameworksThe methods behind disciplined buyingGlossaryThe terms that decide tech dealsTCO calculatorModel the true cost before you sign

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Buyer-side deal intelligence. Scope before vendors, interrogate after. Agents that work every deal from $5K to $5M+.

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Glossary

Definition

SOC 2

SOC 2 is an independent audit report attesting that a vendor's controls for security, availability, and confidentiality meet defined criteria.

A Type II report - covering a period of operation, not a single point in time - is the meaningful one. Read the exceptions section, not just the logo: that's where the auditor records what didn't pass.

Go deeperVendor due diligence checklist

Related terms

Right to auditFourth-party riskConcentration riskSubprocessor
← PreviousSecurity questionnaire (SIG)Next →Right to audit
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