With a lean team supporting a sophisticated data platform, LeadScorz turned to Strike Graph to formalize compliance—building trust with clients and protecting itself from potential legal and operational risk.

The catalyst for SOC 2 compliance

LeadScorz is a predictive lead scoring platform that helps businesses engage prospects more effectively while responsibly managing sensitive personal data. When LeadScorz received a significant investment from a major healthcare insurance provider in 2022, the due diligence process included a strong push toward SOC 2 compliance.

“Our hand was forced—in a good way,” said COO Paul Blake. “Without that investment, we might have waited much longer to go down the SOC 2 path. But we’re very thankful we did.”

At the time, LeadScorz had no formal compliance program. “We had AWS security, a cloud-based document store, and some good instincts,” Blake said. “But nothing documented, no controls or real audit trails.”

With Strike Graph, the team got organized, fast— and passed its first audit in just months.

From overwhelmed to audit-ready

Strike Graph’s platform and team helped LeadScorz navigate unfamiliar territory. “When we were starting out, the document library was a lifesaver,” Blake said.

“We didn’t even know what some of the policies were supposed to look like. Strike Graph gave us templates, but they didn’t let us take shortcuts either. They read everything, flagged issues, and made sure our docs were real, accurate, and actually followed.”

That attention to detail made all the difference. “We wouldn’t have been able to do it without the platform,” said Blake. “That’s 100% true. We would’ve just given up.”

SOC 2 becomes a growth driver

Since implementing Strike Graph, LeadScorz has completed two successful SOC 2 audits and uses the certification as a key differentiator in customer conversations.

“Being able to say we’re SOC 2 compliant is huge,” said Customer Success Manager Cole Thomas. “It gives customers peace of mind—and when we share the report or pen test, that’s even more powerful. Our clients trust us with personal data. SOC 2 shows we take that seriously.”

Building operational resilience

SOC 2 readiness didn’t just help LeadScorz win deals—it also protected the company during internal challenges.

“We had a legal situation where we needed to show document history,” said Blake. “Because of Strike Graph, we had the evidence. Everything was tracked, signed, and timestamped. It proved invaluable.”

“A few years ago, we wouldn’t have had those processes,” he added. “Being pushed into compliance, and then seeing the benefits—that made it not feel like a chore.”

Time and efficiency savings across the board

The second audit cycle was significantly easier, thanks to processes established early with Strike Graph.

“Now that we’ve been through SOC 2 twice, we know what documentation we need,” said Thomas. “We save hours and hours by having everything ready instead of scrambling to find new evidence for every control.”

“The Strike Graph platform, combined with the one-on-one support from our CSM, made the process not just doable— but repeatable,” Blake added. 

Compliance maturity pays off

With Strike Graph, compliance isn’t just a checkbox—it’s a framework for maturity. “We’re often more compliant than the companies we work with,” said Blake. “Sometimes we have to help our clients clean up their data practices. It’s a good position to be in.”

Both Blake and Thomas credit Strike Graph’s people as much as its product. “It’s the best external vendor experience I’ve ever had,” Blake said. “Everyone is extremely competent, responsive, and actually shows up. I wouldn’t be giving this testimonial if that weren’t true.”

“I’d recommend Strike Graph even if you already had a partner,” he added. “Dump them and go with Strike Graph.”

"Honestly, I’ve never had such a good sense of confidence with an external vendor. External vendors are just a source of constant disappointment—but Strike Graph has just been amazing.” – Paul Blake, COO