A tailored course, built for your situation
Mastering SOC 2 for Senior Digital Marketing Leaders
Build audit-ready controls that scale with customer trust and compliance demands
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Marketing owns systems that touch personal data, but rarely has the framework to govern them proactively
The situation this course is for
Digital marketing teams generate critical data flows but operate without formal control structures, creating rework during audits and compliance reviews. When external teams step in, marketing loses influence over systems they depend on.
Who this is for
Senior digital marketing leader in a regulated Australian enterprise managing customer data at scale
Who this is not for
Individuals focused only on creative or media buying without system ownership, or those not involved in data governance discussions
What you walk away with
- Define and document SOC 2-relevant controls specific to marketing platforms
- Map consent workflows and data transfers to Trust Services Criteria
- Produce audit-ready evidence packages from marketing systems
- Assert ownership over control design in third-party vendor reviews
- Reduce dependency on central compliance teams for routine attestation tasks
The 12 modules (with all 144 chapters)
Module 1. Why SOC 2 Now Matters in Digital Marketing
Understand how customer trust, privacy regulation, and platform complexity are expanding marketing's compliance footprint, especially in APRA-regulated environments.
12 chapters in this module
- How digital touchpoints create data obligations
- Where marketing intersects with SOC 2 scope
- Case: Email platform audit findings
- Consent as a control point
- Data residency in campaign flows
- Vendor risk in martech stacks
- Marketing’s role in Trust Services Criteria
- Avoiding overreach from central teams
- Compliance as competitive advantage
- Documenting marketing’s control environment
- From reactive to proactive governance
- Setting expectations with legal and risk
Module 2. Mapping Marketing Systems to SOC 2 Scope
Identify which platforms and workflows fall within SOC 2 boundaries, with templates to classify systems by risk and data sensitivity.
12 chapters in this module
- Inventorying marketing technology stack
- Classifying systems by data type
- Determining system criticality
- Third-party dependencies
- Cloud provider roles and boundaries
- Data flow mapping exercise
- Identifying control gaps
- Linking systems to compliance domains
- Creating a system boundary statement
- Versioning control diagrams
- Integrating with enterprise asset register
- Maintaining system ownership records
Module 3. Designing Controls for Campaign Operations
Build control statements that reflect real marketing workflows, without over-engineering or creating busywork.
12 chapters in this module
- Control design principles
- Input validation in lead capture
- Access controls for campaign tools
- Segregation of duties in approvals
- Change management for templates
- Monitoring for anomalous sends
- Retention settings enforcement
- Consent logging mechanisms
- Data export workflows
- Vendor access protocols
- Incident response triggers
- Control testing frequency
Module 4. Documenting Evidence for Audits
Produce clean, repeatable artefacts that satisfy auditors, without last-minute scrambles or rework.
12 chapters in this module
- Types of audit evidence
- Screenshot standards
- Log export formats
- Sampling methodology
- Evidence retention policy
- Timestamp consistency
- User role documentation
- Approval trail capture
- System configuration records
- Change logs for campaigns
- Anomaly detection reports
- Evidence packaging checklist
Module 5. Integrating with Privacy Act and CPS 234
Align SOC 2 controls with Australian privacy obligations and APRA standards, without duplicating effort.
12 chapters in this module
- Overlap between SOC 2 and Privacy Act
- Mapping personal data flows
- Consent as dual-purpose control
- Data minimisation in campaigns
- Subject access request workflows
- CPS 234 requirements overview
- Marketing’s role in data classification
- Secure handling of customer data
- Breach notification triggers
- Third-party vendor due diligence
- Marketing-specific risk assessments
- Reporting compliance posture
Module 6. Vendor Management for Martech Stack
Assert control over SaaS providers, from Salesforce to Mailchimp, with templates that shift you from passive user to active governance partner.
12 chapters in this module
- Vendor risk assessment template
- Evaluating SOC 2 reports
- Understanding shared responsibility
- Contractual control clauses
- Subprocessor transparency
- Audit rights negotiation
- Penetration test access
- Incident response coordination
- Service continuity planning
- Data exit strategies
- Renewal compliance checklist
- Vendor performance scoring
Module 7. Building Internal Control Reviews
Run your own control testing cycles so external audits are predictable, not stressful.
12 chapters in this module
- Scheduling control reviews
- Assigning reviewers in marketing
- Testing evidence completeness
- Identifying control failures
- Remediation tracking
- Management sign-off process
- Reporting to compliance teams
- Trend analysis over time
- Benchmarking against peers
- Improving control efficiency
- Automating evidence collection
- Scaling internal audit capacity
Module 8. Creating a Marketing Compliance Playbook
Turn one-off efforts into institutional knowledge with a living document that survives team changes.
12 chapters in this module
- Playbook structure design
- Version control strategy
- Ownership assignment
- Update triggers
- Approval workflow
- Integration with marketing ops
- Onboarding new team members
- Linking to campaign lifecycle
- Cross-functional alignment
- Searchability and access
- Audit trail for changes
- Archiving outdated versions
Module 9. Reporting to Leadership and Risk Teams
Communicate marketing’s compliance posture clearly, without overloading stakeholders or underselling your work.
12 chapters in this module
- Executive summary format
- Key risk indicators
- Control effectiveness metrics
- Incident reporting thresholds
- Dashboard design principles
- Frequency of updates
- Aligning with enterprise GRC
- Presenting to risk committees
- Translating technical details
- Highlighting marketing’s role
- Avoiding alarmism
- Building trust with central teams
Module 10. Scaling Compliance Across Campaigns
Replicate proven controls across geographies, brands, and channels, without starting from scratch.
12 chapters in this module
- Template-based control rollout
- Regional adaptation process
- Brand-specific adjustments
- Language and consent variations
- Centralised vs local ownership
- Monitoring consistency
- Local compliance requirements
- Cross-market incident response
- Training regional teams
- Audit alignment across units
- Licensing considerations
- Scaling playbook usage
Module 11. Preparing for External Audits
Enter audit season with confidence, knowing your evidence, narratives, and contacts are ready.
12 chapters in this module
- Auditor selection process
- Pre-audit briefing materials
- Point-of-contact assignment
- Evidence package assembly
- Walkthrough preparation
- Response to findings
- Management representation letter
- Follow-up timeline
- Post-audit review meeting
- Lessons learned documentation
- Updating control materials
- Celebrating team success
Module 12. Owning Marketing’s Control Future
Position yourself as the steward of trustworthy marketing, where growth and compliance reinforce each other.
12 chapters in this module
- Defining marketing compliance vision
- Building internal credibility
- Mentoring junior staff
- Sharing best practices
- Influencing martech procurement
- Shaping enterprise policy
- Contributing to standards
- Speaking at industry events
- Measuring compliance ROI
- Career path development
- Maintaining external certifications
- Staying ahead of regulation
How this maps to your situation
- Marketing owns data but lacks control framework
- Audit pressure from central teams
- Need to scale compliance across regions
- Desire to lead rather than react
Before vs. after
Before
Marketing systems operate without formal controls, creating rework during audits and diminishing influence over data decisions.
After
Marketing leads with documented, repeatable controls, asserting direct oversight of compliance-critical systems and expanding mandate within the organisation.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3-4 hours per module, designed for completion over 4-6 weeks with real-world application between modules.
If nothing changes
Without structured control design, marketing remains reactive to compliance demands, risks audit findings, and cedes influence over systems critical to customer engagement.
How this compares to the alternatives
Unlike generic SOC 2 training, this course is tailored to marketing leaders, focusing on martech stacks, campaign workflows, and customer data governance rather than IT infrastructure or payment systems.
Frequently asked
Is this relevant if I don’t work in IT or security?
Yes. This course is designed specifically for senior marketing leaders who own systems that process personal data and need to meet compliance expectations.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me during an actual audit?
Yes. You’ll build real evidence packages, control narratives, and documentation that auditors accept, and use them to reduce last-minute work.
$199 one-time. Approximately 3-4 hours per module, designed for completion over 4-6 weeks with real-world application between modules..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours