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Sales & Operations

SOC 2 Bridge Letters

What to do when your report is 6+ months old and enterprise deals are stalling.

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Key Considerations

What to do when your report is 6+ months old and enterprise deals are stalling.

  • The "gap" between audit period end and the current date.
  • How to draft a letter that satisfies enterprise procurement.
  • When you need a new Type II instead of just a bridge letter.

Action Plan for Founders

  1. Create a dedicated "Security & Trust" page on your website to host basic compliance info.
  2. Train your sales team on how to answer the top 5 security questions using your SOC 2 report.
  3. Set up a process for sharing your full report under NDA using a secure portal.
  4. Track when your report expires and set a reminder to request a bridge letter or start a new audit.

Bridge Letter Template

To Whom It May Concern, This letter confirms that [Company Name] has maintained the security controls described in our SOC 2 Type II report (dated [Report Date]) from [Period End] to [Current Date]. During this "gap period," there have been no material changes to our control environment. We remain committed to the Trust Services Criteria... Signed, [CTO/CISO Name]

Frequently Asked Questions

How does SOC 2 Bridge Letters help accelerate sales?

SOC 2 Bridge Letters removes friction during security reviews by proactively addressing common enterprise concerns, allowing your sales team to focus on value rather than compliance overhead.

When should we start implementing SOC 2 Bridge Letters?

Ideally, you should plan for this as soon as your SOC 2 audit concludes (or even during the audit) so you are ready to leverage the report immediately for upcoming deals.

What are the common pitfalls in SOC 2 Bridge Letters?

The biggest pitfall is being reactive. Waiting for a customer to ask for a bridge letter or a trust center access often adds days or weeks to a deal cycle.

How do auditors view SOC 2 Bridge Letters?

While auditors focus on the audit itself, they expect you to have processes for vendor management and incident response that tie back to how you maintain trust with customers.

Can we automate part of SOC 2 Bridge Letters?

Yes, trust centers and security portals can automate NDA workflows and report distribution, significantly reducing manual work for your security and sales teams.

Is SOC 2 Bridge Letters required for SOC 2?

Not all aspects of sales enablement are "required" for the audit itself, but they are essential for realizing the ROI of your SOC 2 investment.