CMA · Client Profile Builder

← Tools

TechGuard CMA Client Profile Builder

✓ Saved

— Select a prospect — ▾

BDR

Call 1 · Outreach

—

AE + Sales Engineer

Call 2 · Discovery

—

SE / GRC Lead

Call 3 · Deep Scope

—

Proposal

Call 4 · Close

—

Client Profile Call 1 · BDR basics + Call 2 · SE environment

BDR Qualification Call 1 · BDR

Capture the essentials on the first call so the AE walks in warm. Required before a deal can be marked proposal-ready.

Why now — what triggered this conversation?

Decision-maker & role

Current IT model

Compliance / customer security requirements

Timeline / urgency

Baseline Security Posture Call 2 · AE + SE

Walk through these with the prospect in conversation — no scanning or system access needed. Answer from what they tell you. This produces the free Baseline Security Posture Snapshot below.

0 / 0 reviewed

Fit Signals Call 2 · AE + SE

Three quick questions that point the snapshot to the right TechGuard engagement.

Engagement Context Call 2 · AE + SE

Prior security incidents (24 mo)

Current security tools / vendors

Sensitive data handled

Known pain points / notes

Scoping & Handoff Call 3 · SE / GRC Lead

Deeper scoping for the recommended engagement, then hand off to the proposal (Call 4).

Deep scoping notes

Mark proposal-ready — hand off to Call 4

Baseline Security Posture Snapshot Call 4 · Proposal

Select a prospect and walk through the baseline to generate the snapshot.