Another idea though 💡
If Vanta has its CRM connected to a company-paid LLM to retain its data, etc., then you could see if you could query the CRM via the LLM to share or update the list of people based on “is customer” from this field in the CRM.
Similar to what I did in a past role and some learnings from the way it started to what I updated it to be to reduce the time spent on manually reviewing and approving each applicant, Jacob.
Other things to note:
If you get a contract and they have access to the necessary systems with appropriate releases and documents signed to give them this level of access, then I’d say that this is likely work you should pass off to them vs. do it yourself as a program manager, if possible.
Equally, the SLA for app reviews and notices could be reduced if it's not on you. Completely understand it's a business call, just an item to note.
Got it 🫡
Then, I’d probably go with something like this:
Require business email in the form with a description line that clarifies folks who don’t won’t be accepted and the why behind it to ensure conversations are relevant and helpful to all (or something like that)
Company Name is on the form
LinkedIn URL is on the form
Set expectation that applications are reviewed on a X basis (eg, weekly) so please be mindful of it
Give your internal teams an avenue to fast track their application which still requires the form, though.
Each week, filter the company name column from A to Z then have a “Approved” column in the sheet
Add the approved folks to a campaign in your marketing platform to email the invite to join and next steps to nurture them, too, and signup for the community newsletter, if one does or will exist in the future.
