Your Trust Center should do more than check a compliance box... it should help close deals and present your security posture as a competitive advantage. Modern buyers expect speed, transparency, and a seamless experience when reviewing your security posture.

Modern infosec teams want a better Trust Center experience for customers

We’re hearing this more than ever from modern infosec teams when they come to Conveyor looking for trust center software.

We heard this specifically from a prospect recently:

“In the Trust Center, we want to make sure that we have the best customer experience because six steps is not a good customer experience when one step will do.”

It’s no longer just about whether you have a SOC 2 or ISO 27001. It’s about how easy it is for customers to find answers, get access, and move through the review process without friction. Security reviews are now part of the customer experience in the sales process and your Trust Center is front and center.

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Is your Trust Center buyer ready?

So sales teams want a great experience for their prospects and increasingly, infosec teams want the same.

That’s why we created this 9-step checklist: to help you evaluate whether your Trust Center is buyer-ready — and show you exactly where to improve the experience so it becomes a deal accelerator, not a deal blocker.

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Step 1: Make It Easy to Find

Your Trust Center should be one click from your homepage and easy to share. Sales should have a single link they can send to prospects instead of emailing zip files or scattered documents.

Step 2: Enable Direct Links to Documents

Best-in-class Trust Centers let you link directly to specific documents within the Trust Center so you can send direct links to customers who have specific requests, while keeping NDA-gating and access flows intact. This makes sharing quick and eliminates back-and-forth emails.

Step 3: Go Passwordless

Buyers shouldn’t have to create yet another account just to see your security posture. Passwordless sign-in is both more secure and more convenient. Customers don't want to sign up for another account and have marketing emails sent to them.

Step 4: Automate Approvals

Integrate your Trust Center with your CRM so access is granted instantly. When buyers don’t have to wait hours (or days) for access, reviews move forward faster.

Step 5: Use Built-in AI to Answer Questions

Your buyers have lots of questions so don’t make them wait on your team for answers. A well-informed AI inside your Trust Center can answer questions right away, removing time and friction from the process.

Step 6: Put Popular Docs Up Front

Don’t make customers dig for what they need. Your SOC 2, ISO 27001, Privacy Policy, and other frequently requested docs should be front and center so buyers can find them fast.

Step 7: Answer FAQs in Plain Language

Translate security-speak into something a non-technical reviewer can understand. When common questions are addressed clearly, you’ll spend less time clarifying by email.

Step 8: Keep Everything Fresh

Out-of-date security documents can stall a deal. Show “valid through” dates on your SOC 2 and policy updates so buyers know your security posture is current

Step 9: Show Your Trust Signals

Publicly share non-sensitive docs like your security overview or subprocessor list, and display customer logos or testimonials when possible. These trust signals build credibility and help buyers feel confident moving forward.

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The Bottom Line

A buyer-ready Trust Center isn’t just good for security reviews — it’s good for business. When you make it easy for buyers to get the answers they need, you speed up deal cycles, reduce questionnaires, and make your security posture work to grow revenue.

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