SOC 2 Kickstart Sprint
A fixed-fee, high-clarity sprint for SMBs that need to start SOC 2 the right way. We define scope, identify critical gaps, assign ownership, and leave you with a practical roadmap instead of a vague pile of compliance tasks.
What this solves
- Unclear SOC 2 scope and system boundaries
- No defined owner for the compliance effort
- Uncertainty about Type I vs. Type II
- Missing policy and control baselines
- Too much vendor noise and not enough structure
Structured sprint designed to create early momentum without dragging the client into a long advisory engagement on day one.
Easy for SMB buyers to understand, approve, and compare to the cost of a delayed or poorly scoped compliance effort.
Clients leave with decisions, artifacts, next steps, and a roadmap they can execute internally or with Stargazer.
What the Kickstart Sprint Includes
Strategy & Scoping
- Business driver assessment: customer demand, pipeline pressure, board/investor requirements, or security maturity goals
- Initial Trust Services Criteria recommendation
- System boundary definition for the in-scope environment
- Type I vs. Type II path recommendation
- High-level timeline and sequencing plan
Readiness & Gap Review
- Rapid review of existing policies, controls, and operational practices
- Gap assessment across access control, logging, incident response, change management, vendor management, and evidence readiness
- Priority ranking of missing or weak controls
- Ownership mapping for implementation
- Executive summary of key risks and likely blockers
Documentation & Roadmap
- SOC 2 Kickstart summary deck or memo
- Readiness heatmap
- 90-day remediation roadmap
- Suggested evidence model for audit preparation
- Recommended next-phase engagement options
Working Sessions
- Kickoff session with leadership and operational stakeholders
- Working session for scope and architecture review
- Findings review and roadmap session
- Stakeholder Q&A on next steps
- Optional handoff session for internal teams or auditor coordination
Choose the right starting point
The sprint is intentionally packaged as a fixed-fee offer. That makes it easier for SMBs to buy, and easier for Stargazer Consulting to deliver with consistency.
Essential
- 1 kickoff session
- Document request and review
- High-level scope definition
- Rapid readiness assessment
- Priority gap summary
- 30-day action plan
Best for companies that need direction, buyer confidence, and a credible first step without a heavier advisory engagement.
Growth
- Everything in Essential
- Up to 3 live working sessions
- RACI-style ownership matrix
- Trust Services Criteria recommendation
- Type I vs. Type II strategy
- 90-day roadmap with priorities
- Evidence model starter pack
- Executive findings readout
This is the core Stargazer offer: enough depth to make real decisions, while still staying lean and fast.
Executive
- Everything in Growth
- Expanded control-domain review
- Vendor / subservice boundary review
- Leadership briefing for board or investor use
- Draft remediation sequencing by workstream
- Auditor readiness discussion points
- Follow-up advisory session post-delivery
Best for companies that want more than a diagnostic and need a clearer bridge into implementation and audit readiness.
Suggested add-ons
Policy Pack Setup — $2,500
Baseline set of core SOC 2-aligned policy templates reviewed and tailored for the client environment.
Evidence Tracker Buildout — $1,500
Simple spreadsheet or workspace structure for evidence ownership, collection cadence, and audit preparation.
Fractional Compliance Lead — starting at $3,500/month
Ongoing implementation support after the sprint for clients that need help converting the roadmap into execution.
What the client receives
A concise description of the in-scope service, systems, vendors, and likely audit boundary.
A practical view of what already exists, what is partial, and what is missing across core control areas.
A role-based view of who should own policy, implementation, monitoring, and evidence collection.
A clear recommendation based on customer expectations, maturity, urgency, and operating reality.
A phased plan that turns SOC 2 from a vague aspiration into a sequence of executable workstreams.
A structured path into implementation support, policy work, evidence management, or fractional leadership.
How the sprint works
Step 1: Kickoff & intake
Align on business drivers, scope assumptions, timeline pressure, and stakeholder roles.
Step 2: Review & analysis
Assess current documentation, infrastructure summary, policy baseline, and operational practices.
Step 3: Working session
Clarify system boundaries, control assumptions, and ownership realities with the client team.
Step 4: Findings & roadmap
Present gaps, priorities, recommended path, and concrete next actions.
Who this is for
- SMBs selling into larger customers that are starting to ask for SOC 2
- SaaS, managed services, legal tech, data services, and B2B technology firms
- Leadership teams that want speed, clarity, and a manageable first step
- Organizations that are not ready for a full compliance platform rollout but need a real plan
- Companies that want to avoid over-buying tools before they understand scope and readiness
Common questions
Does this include the actual SOC 2 audit?
No. The Kickstart Sprint is a readiness and planning engagement. It helps the client define scope, identify gaps, assign ownership, and choose the right path before formal audit work begins.
Can you help after the sprint?
Yes. Stargazer Consulting can continue with implementation planning, policy support, control buildout, evidence readiness, and ongoing advisory support.
Is this only for SaaS companies?
No. It is strongest for B2B SaaS and technology-enabled service providers, but it can also fit other SMBs handling sensitive customer data in a structured environment.
What if we are not ready for SOC 2 yet?
That is exactly why this sprint exists. Sometimes the right answer is to sequence foundational security work first, reduce scope, or delay formal audit until the environment is mature enough.
Start with clarity, not confusion
SOC 2 becomes expensive when companies begin too late, buy the wrong tools, or never define scope correctly. The Kickstart Sprint gives SMB teams a structured beginning and a credible path forward.