How to Get SOC 2 Certified in 8 Weeks: Week-by-Week Action Plan
Complete week-by-week roadmap to achieve SOC 2 Type I certification in 8 weeks using AI automation. Includes daily tasks, tools, pitfalls to avoid, and acceleration strategies.
TL;DR: 8-Week SOC 2 Roadmap
Is 8 weeks realistic? Yes—with AI automation. Traditional methods take 3-6 months, but modern platforms reduce manual work by 85-95%.
Week-by-week breakdown:
- •Week 1: Setup automation platform, connect integrations, run gap analysis
- •Week 2: Generate policies with AI, identify critical gaps
- •Week 3-4: Remediate gaps, implement technical controls
- •Week 5-6: Automated evidence collection, select auditor
- •Week 7: Auditor fieldwork and testing
- •Week 8: Address findings, receive SOC 2 Type I report
Requirements:
- •Automation platform with AI agent (Simple Comply recommended)
- •Commitment: 5-10 hours/week from your team
- •Budget: $20K-$30K (audit $15K-$25K + platform $6K/year)
- •Existing infrastructure: AWS/GCP/Azure, identity provider, basic security practices
Success rate: 95% of companies achieve SOC 2 Type I in 6-8 weeks using this approach.
Week 1: Foundation & Setup
Goal: Platform setup, integrations connected, initial gap analysis complete
Total Time: 8-12 hours
Day 1-2: Choose & Setup Automation Platform (4 hours)
Morning: Platform Selection
Evaluation criteria:
- •✅ AI agent capabilities (autonomous vs. assistive)
- •✅ Integration ecosystem (need 50+ minimum)
- •✅ Evidence automation
- •✅ Policy generation
- •✅ Speed to implementation
- •✅ Auditor acceptance
- •✅ Pricing (startup-friendly)
Top 3 platforms:
- •Simple Comply - AI agent, 150+ integrations, $499-$999/mo
- •Vanta - Strong brand, 50+ integrations, $1,000-$2,000/mo
- •Drata - Continuous monitoring, 80+ integrations, $1,000-$2,500/mo
Decision factors:
- •Choose Simple Comply if: AI automation priority, fastest path, best ROI
- •Choose Vanta if: Brand recognition important, budget flexible
- •Choose Drata if: Continuous monitoring most critical
Action items:
- Start free trial (Simple Comply: 14 days, no CC required)
- Create workspace
- Add team members (compliance lead, CTO, 1-2 engineers)
- Configure roles and permissions
Afternoon: Initial Configuration
- Select framework: SOC 2 Type I
- Choose TSC criteria: Security (required) + Availability (recommended)
- Define system scope:
- •Production environment: ✅ In-scope
- •Development: ❌ Out-of-scope (usually)
- •Corporate IT: ✅ In-scope (laptops, access management)
- Set target audit date: Week 7 (6 weeks from now)
Output: Platform configured, team onboarded, scope defined
Day 3-4: Connect Integrations (4-6 hours)
Priority integrations (must-have):
Hour 1-2: Cloud Infrastructure
- AWS (IAM, S3, RDS, CloudWatch)
- GCP (IAM, Cloud Storage, Cloud SQL) - if applicable
- Azure (AD, Storage, SQL) - if applicable
Setup time: 15-30 minutes each
Hour 2-3: Identity & Access
- Okta, Azure AD, Google Workspace, or OneLogin
- SAML SSO if configured
Setup time: 10-20 minutes
Hour 3-4: Code Repository
- GitHub, GitLab, or Bitbucket
- Configure read-only access
- Enable audit log exports
Setup time: 5-15 minutes
Hour 4-5: HR & Training
- BambooHR, Workday, Rippling, or Gusto
- Connect for onboarding/offboarding evidence
- Link training completion records
Setup time: 10-20 minutes
Hour 5-6: Additional integrations (nice-to-have for Week 1)
- Jira/Linear (change management)
- DataDog/Splunk (monitoring)
- Slack/Teams (communication)
- CrowdStrike/SentinelOne (EDR)
Pro tip: Simple Comply's AI agent can guide you: "Connect my AWS account" → step-by-step instructions.
Output: 10-15 integrations connected, evidence collection begins automatically
Day 5: Run Gap Analysis (2-3 hours)
Morning: Automated Scan
AI platform scans connected systems and identifies:
- •✅ Controls currently in place
- •⚠️ Partially implemented controls
- •❌ Missing controls
Expected initial compliance score: 30-60% (completely normal!)
Example gap analysis output:
📊 SOC 2 READINESS: 42% (47/112 controls)
✅ COMPLIANT (47 controls):
- MFA enabled (CC6.1)
- Encryption in transit (CC6.1)
- Centralized logging (CC7.2)
[...]
🟡 PARTIAL (28 controls):
- Access reviews (no evidence) - CC6.2
- Incident response (plan exists, not tested) - CC7.3
[...]
❌ NOT COMPLIANT (37 controls):
- Encryption at rest disabled on database - CC6.1
- No vulnerability scanning - CC7.1
- No security training program - CC2.2
[...]
Afternoon: Prioritize Gaps
Category gaps by severity:
🚨 CRITICAL (Must fix - Week 2-3):
- •Missing encryption at rest
- •No MFA on admin accounts
- •No access reviews
- •No backups or backup testing
- •No incident response plan
🟡 HIGH (Fix - Week 3-4):
- •No vulnerability scanning
- •Missing security policies
- •No security awareness training
- •No vendor management process
- •No change management
🟢 MEDIUM/LOW (Nice-to-have):
- •Incomplete documentation
- •Process improvements
- •Enhanced monitoring
Output: Gap analysis complete, priorities set, remediation plan started
Week 1 Checklist
- Platform selected and configured
- 10-15 integrations connected
- Initial gap analysis run
- Gaps prioritized (critical, high, medium, low)
- Week 2 tasks identified
- Team alignment on timeline
Week 1 Impact:
- •Compliance score: 30-60% (baseline)
- •Evidence auto-collection: Started
- •Time invested: 8-12 hours
- •Status: Foundation complete ✅
Week 2: Policies & Initial Remediation
Goal: All policies generated, critical gaps remediated
Total Time: 10-15 hours
Day 1: AI Policy Generation (2 hours)
Morning: Generate Policy Package (30 minutes)
Using AI agent:
User: "Generate all SOC 2 required policies for my SaaS company"
AI Agent:
- Analyzing your environment...
- Detected: AWS infrastructure, 45 employees, remote workforce
- Creating 23 policies tailored to your setup...
✅ Policies created:
1. Information Security Policy (master)
2. Access Control Policy
3. Encryption Policy
4. Password Policy
5. Acceptable Use Policy
6. Remote Access Policy
7. Mobile Device Policy
8. Data Classification Policy
9. Data Retention & Disposal Policy
10. Vendor Management Policy
11. Change Management Policy
12. Incident Response Plan
13. Business Continuity Plan
14. Disaster Recovery Plan
15. Security Awareness Training Policy
16. Background Check Policy
17. Risk Assessment Policy
18. Asset Management Policy
19. Network Security Policy
20. Vulnerability Management Policy
21. Secure Development Policy
22. Code Review Policy
23. Physical Security Policy
Time: 15 minutes (vs. 6-8 weeks manual)
Afternoon: Review & Customize (90 minutes)
- Review each policy (5 min per policy = 2 hours total)
- Customize company-specific details:
- •Company name
- •Specific tools (Okta, AWS, etc.)
- •Contact information
- •Review schedules
- Flag any policies needing legal review
Output: 23 policies ready for sign-off
Day 2: Policy Approval & Distribution (3 hours)
Morning: Legal/Compliance Review (1-2 hours)
- Send policies to legal (if available)
- Address any concerns
- Make final edits
Afternoon: Executive Sign-Off (1 hour)
- CEO or executive sponsor reviews and signs
- Board awareness (if required)
- Approval documentation
Distribution:
- Upload policies to platform
- Distribute to all employees
- Set up acknowledgment tracking
- Schedule annual review dates
Output: Policies approved, signed, distributed ✅
Day 3-4: Remediate Critical Gaps (6-10 hours)
Priority order (fix in sequence):
Gap 1: Enable MFA for All Users (2 hours)
- Enforce MFA in Okta/Azure AD/Google Workspace
- No exceptions (100% coverage required)
- Verify all users enrolled
- Document enforcement policy
Gap 2: Enable Encryption at Rest (2-3 hours)
- AWS RDS: Enable encryption
- S3 buckets: Enable default encryption
- Backup storage: Verify encryption
- Take screenshots for evidence
Gap 3: Implement Access Reviews (1-2 hours)
- Create access review schedule (quarterly)
- Document current user list
- Review all access (first review)
- Remove any inappropriate access
- Create process for ongoing reviews
Gap 4: Set Up Backups & Testing (2-3 hours)
- Configure automated backups (daily)
- Enable offsite backup storage
- Document backup procedures
- Schedule quarterly backup testing
- Run initial backup test
Gap 5: Create Incident Response Plan (1 hour)
- AI generates initial plan
- Customize for your team
- Define severity levels (P0, P1, P2, P3)
- Set escalation procedures
- Assign incident response roles
Output: Critical gaps remediated, compliance score increases to 60-70%
Week 2 Checklist
- All 23 policies generated and approved
- Policies distributed to employees
- MFA enabled for 100% of users
- Encryption at rest enabled
- Access reviews implemented
- Backup automation configured
- Incident response plan created
Week 2 Impact:
- •Compliance score: 60-70% (↑20-30%)
- •Critical gaps: Remediated ✅
- •Time invested: 10-15 hours
- •Status: Major progress, on track
Week 3-4: Technical Controls & Evidence
Goal: Remaining gaps closed, evidence collection in progress
Total Time: 15-20 hours
Week 3: Technical Implementation
Day 1-2: Vulnerability Management (4-6 hours)
Setup vulnerability scanning:
- Select tool (Nessus, Qualys, Wiz, or Crowdstrike)
- Configure scans for production environment
- Set scan frequency (monthly minimum)
- Define remediation SLAs:
- •Critical: 7 days
- •High: 30 days
- •Medium: 90 days
- Run initial scan
- Review and remediate critical/high findings
Cost: $1K-$3K/year for scanner
Day 3: Security Monitoring & Logging (2-3 hours)
- Verify centralized logging (CloudWatch, Splunk, DataDog)
- Set log retention to 1 year minimum
- Configure critical security alerts:
- •Failed login attempts (10+ in 5 min)
- •Root/admin account usage
- •Production database changes
- •Unusual API activity
- Test alerting (trigger test alert)
- Document monitoring procedures
Day 4: Network Security (2-3 hours)
- Verify production/dev separation
- Configure VPN for production access
- Document network diagram
- Review firewall rules
- Ensure no direct SSH/RDP from internet
- Configure security groups (AWS) or NSGs (Azure)
Day 5: Endpoint Security (2 hours)
- Deploy EDR to all devices (Crowdstrike, SentinelOne, etc.)
- Verify 100% deployment
- Configure automatic updates
- Set up quarantine and alerting
- Document endpoint security policy
Cost: $5-$15 per device/month
Week 4: Operational Controls
Day 1-2: Change Management (3-4 hours)
- Formalize change request process
- Create Jira/Linear workflow
- Define approval requirements:
- •Standard changes: 1 approver
- •High-risk changes: 2+ approvers
- •Emergency changes: Post-implementation review
- Set up testing requirements
- Document rollback procedures
- Train team on new process
Day 2-3: Security Training (2-3 hours)
- Select training platform (KnowBe4, SANS, or built-in)
- Assign training to all employees
- Set completion deadline (within 30 days)
- Configure annual recurrence
- Set up phishing simulations (quarterly)
- Track completion
Cost: $20-$50 per employee/year
Day 4: Vendor Management (2-3 hours)
- Create vendor inventory
- Identify critical vendors (those with data access)
- Request SOC 2 reports from critical vendors
- Document vendor assessment process
- Create vendor risk register
- Schedule annual vendor reviews
Day 5: Evidence Review (2 hours)
Review AI-collected evidence:
- Check evidence coverage (target: 80%+)
- Verify evidence quality
- Identify any manual evidence needed
- Upload manual evidence:
- •Board meeting minutes (if applicable)
- •Executed vendor contracts
- •Signed employee NDAs
- •Physical security photos
- •Background check records
Week 3-4 Checklist
Technical controls:
- Vulnerability scanning implemented
- Security monitoring configured
- Network security documented
- EDR deployed to all devices
Operational controls:
- Change management process live
- Security training assigned
- Vendor assessments completed
- Evidence 80%+ collected
Week 3-4 Impact:
- •Compliance score: 85-95% (↑15-25%)
- •Technical controls: Complete ✅
- •Evidence collection: 80%+ ✅
- •Time invested: 15-20 hours
- •Status: Audit-ready approaching
Week 5-6: Auditor Selection & Audit Prep
Goal: Auditor selected, audit scheduled, 100% evidence complete
Total Time: 8-12 hours
Week 5: Auditor Selection
Day 1-2: Research & Outreach (3-4 hours)
Find auditors:
- •Compliance platform recommendations
- •AICPA SOC directory
- •Peer referrals
- •Google search + research
Contact 5 auditors, request quotes:
Questions to ask each:
- •How many SOC 2 audits annually? (Target: 50+)
- •Experience with companies our size?
- •Experience with our tech stack?
- •Average audit duration? (Target: 2-4 weeks)
- •Timeline from kickoff to report?
- •Do you accept automated evidence?
- •Fixed fee or hourly?
- •References available?
Day 3: Auditor Selection (2 hours)
Compare quotes:
Auditor A: $22,000 - 3 weeks - 100+ audits/year
Auditor B: $18,000 - 4 weeks - 30 audits/year
Auditor C: $28,000 - 2 weeks - 200+ audits/year
Selection criteria:
- •Experience: 40%
- •Price: 30%
- •Timeline: 20%
- •References: 10%
Action:
- Select auditor (balance experience + price)
- Sign engagement letter
- Schedule kickoff (Week 6)
- Schedule audit fieldwork (Week 7)
Day 4-5: Final Preparations (3-4 hours)
- Review compliance dashboard (target: 95%+)
- Complete any remaining evidence collection
- Run final gap analysis
- Address any last-minute findings
- Prepare audit evidence packet
Week 6: Audit Preparation
Day 1: Auditor Kickoff Meeting (1-2 hours)
Kickoff agenda:
- Introductions and roles
- Review system description
- Confirm scope and TSC criteria
- Review control list (Security + Availability)
- Discuss evidence format
- Set audit schedule
- Provide auditor portal access
- Agree on communication cadence
Provide to auditor:
- System description document
- Network diagram
- Policy package (all 23 policies)
- Evidence organized by control
- Access to auditor collaboration portal
Day 2-3: Evidence Organization (3-4 hours)
Organize evidence by control:
- CC1: Control Environment (board docs, org chart)
- CC2: Communication (policies, training)
- CC3: Risk Assessment (risk register, assessments)
- CC4: Monitoring (internal audit, reviews)
- CC5: Control Activities (policy deployment evidence)
- CC6: Logical Access (MFA, access reviews, IAM configs)
- CC7: System Operations (incidents, changes, backups, vuln scans)
- CC8: Change Management (change logs, testing)
- CC9: Risk Mitigation (vendor assessments, BCP/DR)
- A1: Availability (if included: uptime, capacity planning)
Verify evidence completeness:
- •Target: 100% of controls have evidence
- •Flag any gaps for immediate collection
- •Prepare answers for common questions
Day 4: Team Preparation (1 hour)
Prepare team for auditor interviews:
- Brief CTO on technical questions
- Brief HR on personnel questions
- Brief engineering on development processes
- Create FAQ document for common questions
- Set expectations: respond to auditor within 24 hours
Day 5: Final Review (2 hours)
- Review all evidence quality
- Ensure policies are signed
- Verify all integrations working
- Check for expiring evidence
- Run compliance score (target: 95%+)
- Take compliance dashboard screenshot
Week 5-6 Checklist
- Auditor selected and engaged
- Engagement letter signed
- Kickoff meeting completed
- Evidence 100% complete
- Evidence organized by control
- Team prepared for interviews
- Audit fieldwork scheduled (Week 7)
Week 5-6 Impact:
- •Compliance score: 95%+ (↑5-10%)
- •Evidence complete: 100% ✅
- •Auditor selected: ✅
- •Time invested: 8-12 hours
- •Status: Audit-ready ✅
Week 7: Audit Fieldwork
Goal: Auditor testing complete, preliminary findings addressed
Total Time: 10-15 hours
Day 1: Audit Kickoff
Auditor activities:
- •Review system description
- •Understand environment
- •Review policies
- •Ask clarifying questions
Your activities:
- Welcome auditor to portal
- Answer initial questions (< 2 hours)
- Provide any additional context
- Set daily check-in schedule
Time: 2-3 hours
Day 2-3: Control Testing
Auditor activities:
- •Test control design (Type I)
- •Review evidence for each control
- •Verify policy implementation
- •Conduct walkthroughs
- •Interview key personnel
Your activities:
- Respond to evidence requests (< 4 hours)
- Participate in interviews:
- •CTO: Technical controls
- •HR: Personnel procedures
- •Engineering: Development practices
- Provide additional evidence if requested
Time: 4-6 hours over 2 days
Day 4: Preliminary Findings
Auditor activities:
- •Issue preliminary findings
- •Flag any exceptions or observations
- •Request remediation plans
Your activities:
- Review findings
- Categorize by severity:
- •Exceptions: Control failures (must fix)
- •Observations: Improvement areas (note in report)
- Create remediation plan
- Implement fixes for exceptions
- Provide evidence of remediation
Typical finding count (first audit):
- •Exceptions: 0-2 (if well-prepared)
- •Observations: 3-8 (normal and acceptable)
Example findings:
🚨 EXCEPTION:
- Finding: Password policy allows 10 characters (12 required)
- Remediation: Updated policy to 12 characters, enforced in Okta
- Evidence: Updated policy document, Okta screenshot
- Time to fix: 1 hour
📝 OBSERVATION:
- Finding: Backup testing documented but less than quarterly
- Note: Acceptable, but recommend quarterly testing
- Action: Update schedule for next audit
- Time: 15 minutes to update process
Time: 3-5 hours
Day 5: Final Testing & Wrap-Up
Auditor activities:
- •Re-test any exceptions
- •Finalize testing
- •Begin drafting report
Your activities:
- Provide final evidence for exceptions
- Answer last-minute questions
- Confirm all testing complete
- Receive audit timeline (report in Week 8)
Time: 1-2 hours
Week 7 Checklist
- Audit fieldwork completed
- All evidence reviewed by auditor
- Interviews conducted
- Preliminary findings received
- Exceptions remediated
- Re-testing complete
- Report drafting begun
Week 7 Impact:
- •Audit testing: Complete ✅
- •Exceptions: Remediated ✅
- •Time invested: 10-15 hours
- •Status: Report pending
Week 8: Report & Certification
Goal: Final report received, SOC 2 Type I certified!
Total Time: 3-5 hours
Day 1-2: Draft Report Review
Receive draft report:
- •Auditor sends draft (typically 20-40 pages)
- •Includes:
- •Auditor opinion (goal: unqualified/clean)
- •System description
- •Control objectives and tests
- •Test results
- •Observations and exceptions (if any)
- •Management responses
Your activities:
- Review draft for accuracy
- Check system description
- Verify all observations listed correctly
- Write management responses
- Request any corrections
- Provide feedback to auditor
Time: 2-3 hours
Day 3: Management Response
For each finding, provide:
- •Root cause analysis
- •Corrective action taken
- •Process improvement
- •Preventive measures
- •Timeline for completion
Example management response:
OBSERVATION: Backup testing less frequent than quarterly
MANAGEMENT RESPONSE:
Root Cause: Testing schedule was set to annual instead of quarterly
Corrective Action: Updated testing schedule to quarterly (Jan, Apr, Jul, Oct)
Process Improvement: Added calendar reminders and automated testing checklist
Preventive Measures: Compliance platform now alerts 2 weeks before due date
Completion: Implemented 2025-10-15
Responsible: CTO
Next Test: 2026-01-15
Time: 1-2 hours
Day 4-5: Final Report Issuance
Auditor finalizes report:
- •Incorporates management responses
- •Adds AICPA seal
- •Digitally signs report
- •Sends final PDF
Receive SOC 2 Type I report! 🎉
Report details:
- •Audit opinion: Unqualified (clean) ✅
- •Report date: Week 8, Day 5
- •Report period: Point-in-time (audit date)
- •Validity: 12 months
- •Pages: 20-40 pages
Immediate Actions (Day 5)
Share with stakeholders:
- CEO and executive team
- Board of directors (if applicable)
- Sales team (for prospects)
- Investors
Marketing:
- Add "SOC 2 Type I Certified" badge to website
- Create trust/security page
- Update security questionnaire responses
- Add to sales collateral
- LinkedIn announcement (optional)
- Press release (optional)
Report distribution:
- Upload to secure portal
- Create NDA template for sharing
- Create 1-page summary for prospects
- Train sales on positioning
Week 8 Checklist
- Draft report reviewed
- Management responses provided
- Final report received
- SOC 2 Type I certified ✅
- Report shared internally
- Marketing materials updated
- Sales team trained
Week 8 Impact:
- •Certification: Achieved ✅
- •Report validity: 12 months
- •Time invested: 3-5 hours
- •Status: SOC 2 certified! 🎉
Total 8-Week Summary
Time Investment
| Week | Focus | Hours |
|---|---|---|
| Week 1 | Setup & Gap Analysis | 8-12 |
| Week 2 | Policies & Critical Gaps | 10-15 |
| Week 3-4 | Technical & Operational Controls | 15-20 |
| Week 5-6 | Auditor Selection & Prep | 8-12 |
| Week 7 | Audit Fieldwork | 10-15 |
| Week 8 | Report & Certification | 3-5 |
| TOTAL | 54-79 hours | Over 8 weeks |
Average: 7-10 hours per week (vs. 40+ hours/week manual)
Cost Summary
Auditor fee: $18,000-$25,000
Automation platform (Year 1): $6,000-$12,000
Vulnerability scanner: $1,000-$3,000
EDR (endpoint security): $1,500-$4,500 (30 devices)
Security training: $1,000-$2,000
─────────────────────────────────────────────
TOTAL (First year): $27,500-$46,500
Compare to traditional (6-12 months):
Consultant fees: $50,000-$150,000
Internal resources: $120,000-$240,000
Software: $12,000-$40,000
─────────────────────────────────────────────
Traditional total: $182,000-$430,000
💰 YOU SAVE: $135,500-$383,500 (75-89% reduction)
Success Metrics
Compliance progression:
- •Week 1: 30-60% → Gap analysis complete
- •Week 2: 60-70% → Critical gaps fixed
- •Week 3-4: 85-95% → All gaps addressed
- •Week 5-6: 95%+ → Audit-ready
- •Week 7: Testing → Audit complete
- •Week 8: 100% → SOC 2 certified ✅
Key achievements:
- •✅ 23 policies generated and approved
- •✅ 100% MFA coverage
- •✅ Encryption at rest and in transit
- •✅ Vulnerability scanning active
- •✅ Security training program
- •✅ Automated evidence collection
- •✅ Auditor-verified SOC 2 compliance
Common Pitfalls & How to Avoid Them
Pitfall 1: "We'll start next quarter"
Why this fails: Every month of delay = lost enterprise deals worth $50K-$500K each.
Solution: Start TODAY. Week 1 takes only 8-12 hours and immediately shows progress.
Pitfall 2: "We'll do it manually to save money"
Why this fails: Manual compliance costs $180K-$430K and takes 6-12 months.
Solution: Automation costs $27K-$47K and takes 6-8 weeks. ROI is 300-1,500%.
Pitfall 3: "Let's get 100% ready before contacting auditors"
Why this fails: Auditors book 4-6 weeks out. Waiting delays certification.
Solution: Contact auditors in Week 5 even if not 100% ready. Schedule for Week 7.
Pitfall 4: "We don't have time for this right now"
Why this fails: Without SOC 2, you can't close enterprise deals. Lost revenue compounds.
Solution: With automation, you need only 7-10 hours/week. Delegate to platform + AI agent.
Pitfall 5: "Our infrastructure isn't perfect"
Why this fails: Auditors don't expect perfection. They evaluate if controls are designed and operating.
Solution: Initial compliance scores of 30-60% are normal. Auditors expect observations (3-8 typical).
Pitfall 6: "We should get ISO 27001 first"
Why this fails: Wastes time. Most US customers want SOC 2. ISO 27001 is for European markets.
Solution: Get SOC 2 first (US market). Add ISO 27001 later if needed (60% evidence reuse).
Acceleration Tips: Get to Week 7 Even Faster
Tip 1: Use AI Agent Features
Time saved: 20-30 hours
How:
- •Let AI generate all policies (< 1 hour vs. 6-8 weeks)
- •Let AI collect evidence automatically (< 1 hour/week vs. 15-25 hours/week)
- •Use AI for gap analysis (instant vs. 20-40 hours)
- •Let AI generate reports (< 5 min vs. 8-16 hours)
Tip 2: Connect All Integrations Day 1
Time saved: 10-15 hours
How:
- •Don't wait to connect integrations
- •Connect all 15-20 on Day 1-2
- •Evidence collection starts immediately
- •By Week 4, you'll have 80%+ evidence
Tip 3: Fix Technical Gaps Immediately
Time saved: 1-2 weeks
How:
- •Don't wait to enable MFA (2 hours)
- •Enable encryption same day (2-3 hours)
- •Set up backups immediately (2-3 hours)
- •These are quick wins with high impact
Tip 4: Engage Auditor Early
Time saved: 1-2 weeks
How:
- •Contact auditors in Week 3-4 (not Week 5-6)
- •Book audit slot for Week 6-7 (they fill up fast)
- •Pre-kickoff call to align on expectations
- •Reduces scheduling delays
Tip 5: Parallel Work Streams
Time saved: 2-3 weeks
How:
- •Don't wait for 100% before starting next task
- •Week 1: Setup + policy generation (parallel)
- •Week 2: Gap remediation + evidence collection (parallel)
- •Week 3-4: Technical controls + auditor selection (parallel)
Next Steps: Type II Planning
After SOC 2 Type I, you have two options:
Option 1: Maintain Type I Annually
When this makes sense:
- •Customers accept Type I
- •Budget constraints
- •Early-stage company
Annual renewal:
- •Re-audit each year
- •2-3 weeks (faster than initial)
- •$15K-$20K (20% less than initial)
Option 2: Start Type II Observation Period
When this makes sense:
- •Enterprise customers require Type II
- •Competitive advantage
- •Compliance maturity
Timeline:
Month 0-2: SOC 2 Type I achieved
Month 2-8: 6-month observation period (automated)
Month 8-9: Type II audit
Month 9: Receive SOC 2 Type II report
Additional cost:
- •Type II audit: $30K-$40K
- •Platform cost: Same ($6K-$12K/year)
- •Effort: Minimal (automation handles monitoring)
Pro tip: Start Type II observation period immediately after Type I. This way, you have Type II within 6-8 months total.
Conclusion: You Can Do This in 8 Weeks
SOC 2 Type I in 8 weeks isn't just possible—it's achievable with the right approach:
✅ Use AI automation (not manual processes)
✅ Follow the week-by-week plan (don't skip steps)
✅ Invest 7-10 hours/week (manageable commitment)
✅ Let technology do the heavy lifting (95% of work automated)
✅ Stay focused on critical path (ignore distractions)
The result:
- •SOC 2 Type I certified in 8 weeks
- •$135K-$383K saved vs. traditional methods
- •Ready to close enterprise deals immediately
- •Foundation for continuous compliance
Success rate: 95% of companies using this playbook achieve SOC 2 Type I in 6-8 weeks.
Ready to Start Your 8-Week Journey?
Week 1 starts today:
- Sign up for Simple Comply (14-day free trial)
- Connect your first 5 integrations (30 minutes)
- Run initial gap analysis (instant)
- Review this week-by-week plan
- Block 8-12 hours on calendar for Week 1 tasks
Start Free Trial → (No credit card, 14 days free)
Or Schedule Demo → to see the 8-week path in action.
About this guide: This week-by-week plan is based on 500+ companies that achieved SOC 2 certification using Simple Comply's AI automation platform. Average time to certification: 7.2 weeks.
Last Updated: October 2025
Article Length: 2,500+ words
Reading Time: 13 minutes