Vanta’s Trust Center helps you build transparency, accelerate sales, and reduce security questionnaire fatigue, all while showcasing your compliance posture. This 30-60-90 day implementation guide walks you through key milestones to get the most value from your Trust Center as quickly as possible. Use this roadmap to guide your implementation. Remember, your Vanta Customer Success team is here to support you every step of the way.
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Trust Center Key Terms Glossary
Term | Definition |
Trust Center | A public- or access-controlled webpage hosted by Vanta where companies showcase their security and compliance posture, helping reduce manual responses to security questionnaires. |
Resources | Security and compliance documents, including SOC 2 reports, ISO certifications, penetration tests, and privacy policies, are uploaded to the Trust Center. |
Compliance Badges | Visual indicators that show which frameworks and certifications the company complies with (e.g., SOC 2, ISO 27001, GDPR). |
Controls | Specific security or compliance practices your organization follows (e.g., encryption, access control). These can be displayed to show how risk is managed. |
Sub-processors | Third-party vendors or service providers that process customer data on your behalf. Required for many compliance disclosures (e.g., GDPR). |
Data Collected Section | A summary of the types of personal or sensitive data your company collects helps visitors understand your data practices. |
FAQs (Frequently Asked Questions) | Optional section for addressing common customer concerns around security, privacy, and data practices. |
CTM Tagging (Custom Trust Metadata) | A tagging feature that lets you categorize Trust Center content by product, region, data type, or audience, is helpful for large or complex organizations. |
NDA Workflow | A process that restricts access to specific resources in the Trust Center until a visitor signs a Non-Disclosure Agreement (NDA). Supports Clickwrap or DocuSign. |
Access Approvals | A feature that routes Trust Center access requests to an internal approver (e.g., security team) for review before granting access. |
NDA Bypass | A setting that allows certain users (e.g., from trusted domains) to bypass NDA signing and gain immediate access to gated content. |
Revenue Influenced Report | A report that tracks how many sales or opportunities were accelerated or supported by the Trust Center, demonstrating ROI. |
Custom Domain | Hosting the Trust Center under a branded subdomain (e.g., trust.yourcompany.com) for a more seamless customer experience. |
Clickwrap NDA | A lightweight NDA signature method where users agree to terms by clicking a checkbox or button, faster than traditional e-signature flows. |
DocuSign NDA | A more formal e-signature workflow is used to sign NDAs before accessing restricted content in the Trust Center. |
Trust Center UI Customization | Branding options for your Trust Center, including header image, company logo, colors, typography, and descriptive text. |
Internal Rollout Plan | A document or process outlining how internal teams (e.g., Sales, Support) will use and share the Trust Center. |
Access Request | A visitor-initiated request to access gated content on your Trust Center. May be subject to approval or NDA signing. |
Trust Center Discovery Assessment | A guided checklist used during implementation to define your content strategy, access workflows, and launch plan. |
Knowledge Base (KB) | A library of documents, FAQs, and other content is uploaded to the Trust Center to support customer due diligence. |
Publishing Workflow | The internal process for reviewing and approving updates to the Trust Center (e.g., adding new audit reports or controls). |
Trust Center Launch | The moment your Trust Center goes live, it typically includes promotion to internal teams and external stakeholders. |
Public vs. Private Access | Defines whether Trust Center content is openly available to anyone (public) or gated behind NDA or access approval (private). |
Trust Center ROI | A measurement of the value delivered by the Trust Center, often in the form of time saved, reduced questionnaire volume, or revenue supported. |
30-60-90 Day Plan
First 30 Days: Configuration
You’ll lay the groundwork and begin delivering value by setting up your Trust Center and preparing for launch.
What you’ll achieve:
Settings are configured (e.g., NDA workflows, integrations)
Knowledge Base content is uploaded and organized
Your Trust Center UI is customized to match your brand
First 60 Days: Rollout Planning
Now that your Trust Center is set up, it’s time to plan how you’ll introduce it to customers and internal teams.
What you’ll achieve:
A public rollout strategy is developed
Stakeholders aligned on sharing and maintaining the Trust Center
First 90 Days: Launch & Operationalize
You’ll go live and begin using your Trust Center to support customers and accelerate deals.
What you’ll achieve:
Trust Center is publicly deployed
Customers and prospects are actively accessing your Trust Center
First 6 Months: Optimize & Measure
You’ve been live for a few months, now ensure your Trust Center is delivering ROI and continuously improving.
What you’ll achieve:
Regular knowledge base upkeep is established
Success metrics and ROI are reported to stakeholders
Stronger Security and Sales partnership drives revenue growth
Stage 1: Discovery
Goal: Understand your success criteria and internal processes to ensure the Trust Center aligns with your goals.
Benchmarks:
Completed Trust Center demo
Success criteria and stakeholders identified
Trust Center Discovery Assessment completed
Steps:
Attend Trust Management live training to define goals and see Trust Center in action. Register here.
Align your team on:
Types of content you’ll share (e.g., audit reports, policies), NDA workflow preferences
Who will manage access and updates
Trust Center design preferences. Vanta’s Trust Center gives you full customization of branding, including logos, font, and colors.
Stage 2: Setup
Goal: Build your Trust Center foundation and customize the user experience.
Benchmarks:
At least one piece of content has been uploaded
NDA workflow configured
UI customized and approved
Trust Center integrations live (CRM, NDA tools, etc.)
Steps:
Audit reports, policies, sub-processors, FAQs, and data collection info
Add compliance badges and custom controls
Set up tagging - optional: Tagging can be helpful for large organizations with subsidiaries, or multiple products (e.g., by product, deployment, region)
Customize the Trust Center look & feel:
Logo, branding, typography, header image
Integrate tools like:
CRM (Salesforce, HubSpot)
NDA provider (DocuSign or clickwrap)
Configure features like:
Access Approvals
NDA Bypass
Revenue Influenced Reporting
Stage 3: Launch Preparation
Goal: Prepare for launch and ensure workflows are tested and ready.
Benchmarks:
At least one access request has been tested internally
Trust Center hosted at a custom domain (if applicable)
Steps:
Internally test:
Access request workflows
Resource approval processes
Review and finalize content
Configure and verify custom domain (optional)
Gather internal feedback before going live
Stage 4: Deployment
Goal: Officially launch your Trust Center and roll it out to teams and customers.
Benchmarks:
Internal rollout plan in place
Trust Center is publicly accessible
External sharing has begun
Steps:
Publish the Trust Center on your website or via secure link
Start sending it to customers and prospects
Use feedback loops to improve usability
Stage 5: Operating
Goal: Drive consistent adoption and establish long-term value.
Benchmarks:
Trust Center is used as a first stop for customer security reviews
Access request volume increases
Revenue influenced by the Trust Center is being tracked
Ongoing Priorities:
Use the Trust Center as the default response to security inquiries
Ensure access reviews and workflows are functioning efficiently
Collaborate with Sales to tie the Trust Center to the influenced pipeline
Stage 6: Optimize & Report
Goal: Maintain your Trust Center and showcase its business impact.
Benchmarks:
Maintenance plan in place (quarterly reviews recommended)
Trust Center is cited in ROI and sales enablement reports
Steps:
Establish a recurring review process (owners, timelines, update expectations)
Monitor usage and completion rates for Access Requests
Track revenue-influenced metrics from Vanta
Share success stories and KPIs with stakeholders