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Customers

A customer just sent us a security questionnaire

These are now routine. The first one is hard; the tenth is a copy-paste.

Treat the questionnaire as a once-only piece of work and reuse the answers.

Before you answer

  • Read the whole questionnaire first.
  • Find out who at the customer is asking.
  • Check if they'll accept a Cyber Essentials certificate.

Building your security pack

  • A short data-handling statement.
  • Your policies: data protection, password, acceptable use, incident response, AI usage.
  • Evidence: MFA screenshot, backup screenshot, training records.
  • Your incident response plan.
  • Any certifications.
  • A simple data flow diagram.

Answering

  • Be honest. Lying voids your insurance.
  • If the answer is ‘no’, add ‘here's our plan and date.’
  • Attach evidence without being asked.
  • Save the answered questionnaire.

Common mistakes

  • Overpromising.
  • Underselling.
  • Ignoring sub-processors.
  • Treating each questionnaire as new.