Big Client Readiness Checklist

Your Score

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Check items to begin

⚖️Legal & Insurance

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✓

General Liability Insurance

Do you carry at least $1M in general liability coverage? Many large clients require this as a minimum.

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Professional Liability / E&O Insurance

Do you have errors & omissions coverage? Enterprise clients will ask.

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Written Contracts and Terms of Service

Do you have standard client agreements reviewed by an attorney? Large companies won't work off handshake deals.

🔒Security & Compliance

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Basic Cybersecurity Policies

Do you have a written information security policy? Even a one-pager counts.

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SOC 2 Readiness (or Equivalent)

Are you SOC 2 certified, or at least working toward it? Financial institutions especially require this.

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Data Handling Documentation

Can you explain in writing how you store, transmit, and dispose of client data?

⚙️Operations & Capacity

0 / 3

✓

Scalability Plan

If you won a contract 3x your current largest, could you fulfill it? Do you have a plan for scaling up?

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Business Continuity / Disaster Recovery

If your office flooded tomorrow, how quickly could you resume operations? Large clients will ask this.

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References from Comparable Clients

Do you have 2-3 references from mid-size or larger clients you can share on request?

🏆Presentation & Branding

0 / 3

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Professional Capability Statement

Do you have a one-page document that summarizes what you do, who you serve, and your capacity?

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Updated Online Presence

Is your website current, professional, and clearly communicating what you offer? Are key leaders' LinkedIn profiles up to date?

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Vendor Portal Registrations

Have you registered on at least one major corporation's supplier portal? Goldman Sachs, JPMorgan, AT&T, and others have public portals.

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Getting Started

Need help getting enterprise-ready? Modo Networks helps DFW businesses build IT infrastructure and security that meets corporate standards.

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