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Answer a security questionnaire from a customer

Larger customers send security questionnaires before they buy or renew. A small team can answer them well by preparing once and staying truthful.

Last reviewed

Read the whole questionnaire first

Check how long it is and what it asks for, then agree a deadline instead of promising a quick answer.

Answer from facts you can show

Describe what you do today. Do not claim certifications or controls you do not have.

Keep a library of answers

Save approved answers on hosting, access, backups and data handling so the next one is quicker.

Get the right person to review

Have whoever runs your infrastructure check technical answers before you send them.

Say what you will do next

If a control is missing, say if it is planned. Honest gaps build more trust than overstated answers.

Questions

Do we need a certification to answer?

No. Many customers accept an honest description of your practices, but some require specific certifications.

Who should own the answers?

One named person, usually the founder or lead engineer, so replies stay consistent.

Can we share our policies?

Yes, if they are current. Do not share internal documents you would not show publicly.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.