A tailored course, built for your situation
Reference of choice on cross functional SOC 2 assurance calls
Become the practitioner peers turn to when SOC 2 timelines tighten or scope shifts
$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.
Who this is for
Senior client-facing compliance or assurance lead managing SOC 2 engagements in a global services firm
Who this is not for
Entry-level auditors, developers implementing controls, or practitioners outside client-facing assurance roles
What you walk away with
- Lead cross-functional SOC 2 readiness meetings with confidence and structure
- Anticipate and resolve scope disagreements before they delay evidence collection
- Deliver clean, complete control narratives on first review
- Build trusted-advisor status across delivery, security, and compliance teams
- Own the narrative when client stakeholders question control design or operating effectiveness
The 12 modules (with all 144 chapters)
Module 1. Mapping SOC 2 scope to client contract commitments
Align evidence requirements directly to SLAs, data handling clauses, and client-specific trust principles.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 2. Stakeholder inventory by evidence type
Identify control owners and data sources early for faster evidence collection cycles.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 3. Scoping calls that prevent mid-cycle rework
Frame initial discussions to surface hidden requirements and align expectations upfront.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 4. Control narrative drafting with audit-ready language
Write descriptions that pass reviewer scrutiny on first submission.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 5. Evidence collection playbooks by control type
Standardize requests and follow-ups to reduce back-and-forth with engineering teams.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 6. Timeline compression without evidence gaps
Prioritize high-effort controls and allocate buffer time strategically.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 7. Pre-review sessions that prevent audit findings
Run internal dry runs using actual auditor question patterns.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 8. Handling scope change requests mid-cycle
Evaluate impact quickly and negotiate adjustments without delays.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 9. Cross-functional objection handling
Respond to pushback from engineering, product, or delivery teams with evidence-based reasoning.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 10. Reporting upward on assurance status
Summarize progress, risks, and next steps for leadership without overloading.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 11. Client-specific control mapping
Tailor standard controls to unique client environments and integration points.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
Module 12. Post-audit follow-up and continuous monitoring
Turn findings into ongoing improvements and strengthen future readiness.
12 chapters in this module
- c1
- c2
- c3
- c4
- c5
- c6
- c7
- c8
- c9
- c10
- c11
- c12
How this maps to your situation
- When starting a new SOC 2 engagement
- When client requirements shift mid-cycle
- When engineering teams push back on evidence requests
- When leadership asks for status updates
Before vs. after
Before
Reliant on past templates and ad hoc coordination when SOC 2 demands rise
After
Known as the go-to practitioner for structured, efficient, and clear SOC 2 assurance leadership
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 hours per module, designed to fit around client delivery cycles.
How this compares to the alternatives
Unlike generic SOC 2 overviews, this course is built for client-facing managers who must coordinate across teams, meet tight deadlines, and maintain credibility under scrutiny.
Frequently asked
Is this course technical enough for hands-on control implementation?
It focuses on coordination, scoping, and narrative design, not low-level technical implementation.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me if I’m not in an audit firm?
Yes, especially if you lead SOC 2 readiness for client delivery or managed services.
$199 one-time. Approximately 3 hours per module, designed to fit around client delivery cycles..
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