Trust Center Launch Checklist
A launch checklist for trust center content, access controls, evidence freshness, sales handoff, and questionnaire deflection measurement.
Use this when preparing a public, gated, or NDA-controlled trust center for customer security reviews.
Complete the checklist before publishing sensitive materials. Review legal, security, privacy, and sales handoff steps together.
| Field | Your entry | What to put here |
|---|---|---|
| Asset name * | Name the policy, report, artifact, or answer group. | |
| Access level * | Public, gated, NDA-gated, approval required, or do not share. | |
| Owner * | Name the person responsible for content freshness. | |
| Review date * | Set the next content review date. |
Content readiness
Confirm the trust center has current, approved materials.
- Core evidenceInclude current reports, policies, subprocessors, and standard security documentation as appropriate.
- Freshness ownerAssign an owner and review date for every high-sensitivity asset.
Access model
Control how buyers request and receive sensitive material.
- Public vs gatedSeparate public content from NDA-gated or approval-required evidence.
- Sales handoffDocument when sales should send buyers to the trust center versus opening a custom response project.