Guide · 7 min read

AI sales tools security review checklist

Security review is where most AI sales deals stall. Preempt it with the vendor before contracting.

What security asks about

  • SOC 2 Type II, ISO 27001, penetration test reports
  • Data residency and sub-processor list
  • Model training data policy
  • Prompt-and-response retention

The AI-specific questions

Do they train on your data? How long are prompts retained? Can you delete on demand? Which model providers are in the loop?

What to require in the contract

Explicit no-training language. Deletion SLA. Notification on any sub-processor addition.

See CoLive run this workflow live

Six named AI agents. One revenue engine. Talk to the founders — literally.