How we deal with security questionnaires

Episode details

 In this episode, we discuss what we do when a customer has security and compliance questions, plus, a whole lot more.

Topics in this episode:

• Tyler shares his experience at Big Snow Tiny Conf
• Tyler is getting ready for a sabbatical which means delegating a lot of work to other people
• Rick talks about gather customer profiles at LegUp Health
• Rick explains what "aged leads" are
• We discuss whether or not it makes sense for Rick to go after group health insurance clients
• Tyler talks about an LACRM company tradition
• LACRM launched their Zapier integration!
• Tyler is preparing to do more design work
• We have some rants and shoutouts
• We talk about what to do when a lead asks for security certifications and/or asks you to fill out a questionnaire