Handle security and pricing questions without inventing promises

Instruction: Give the words you would use with the prospect and a precise handoff note. Separate facts, unresolved requirements, and permission to follow up.

Context:

QueuePilot is a fictional support-workflow product for teams of 10–80 agents. A manager of 40 agents says, “We will only meet if you can confirm a current SOC 2 report and a price below $5,000 per year. Can you guarantee both?”

You have no approved security documents or pricing. The prospect has not specified the required report type, period, or scope. The AE owns commercial confirmation and coordinates with the authorized security owner on what report, if any, exists and may be shared.

The prospect permits one email with confirmed answers but has not agreed to a meeting. Respond and write the handoff note.

Updated

Official answer available

Read the opening below, then unlock the full answer and practical guidance.

I would say, ‘I can't confirm either requirement yet. Which SOC 2 report type, period, and scope does your team need? I'll ask our AE to verify pricing for your requirements and coordinate the report question with our security owner...

Upgrade to view official answer

Related Questions