How to Transcribe a Sales Discovery Call

Sales discovery call transcription handles content with confidentiality appropriate to customer business information — pricing discussions, competitive intelligence, organizational confidences. SOC 2 Type II audited infrastructure with reports available under NDA. Encryption in transit (TLS 1.2+) and at rest (AES-256). Signed business-confidentiality NDAs covering customer business content. U.S.-based personnel default for sensitive enterprise content. Configurable retention aligned to sales operations requirements. Written contractual commitment never to use sales content for AI training — particularly important given the customer business information and competitive intelligence sales discovery calls contain.

Our security architecture supports vendor due diligence at the highest level. SOC 2 Type II audited operations with reports available under NDA. Encryption in transit (TLS 1.2 minimum) and at rest (AES-256). U.S.-based specialty transcribers as default with single-transcriber assignment for sensitive matters. Signed how-to-guides-specific NDAs covering the confidentiality conventions and regulatory frameworks of your work. Role-based access with per-engagement, per-matter, or per-project separation depending on your category's operational structure. Immutable audit logs supporting evidentiary defensibility, regulatory examination, audit response, and incident investigation when applicable.

We do not use customer audio to train AI models — this is a written contractual commitment, not a marketing line. Retention is configurable per your governance requirements: 7 days for ephemeral material, 30/60/90 days for standard, multi-year for material under legal hold or regulatory retention obligations, with certified deletion at end-of-retention. Sub-processor arrangements are documented and available under NDA for your vendor risk assessment.