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  • Big bets · 3
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Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. UpGuard
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growth playbook · Oct 23, 2026

upguard.com (opens in a new tab)

UpGuard growth playbook

Diagnosis

UpGuard raised a $75 million Series C in February 2026 and is scaling toward $100M+ ARR, and its hiring shows where: organic growth through content and AI search, a rebuilt HubSpot email channel, new US SDRs and a sales team for SME and mid-market, and a bigger customer success and account management team for retention.

The website is large and fast, but its comparison pages carry 2024-2025 dates and miss rival ownership changes, pricing tiers are hard to tell apart, and the sitemap still lists past events and dead pages.

This playbook refreshes the comparison pages, pricing and email suppression first, then builds switching guides, value-based reviews, digital success, free-to-paid paths and AI answer pages, with a self-serve plan, a benchmark and a partner channel as big bets.

Growth Score

7/10

Biggest Opportunity

Make the comparison pages, free tools and free Trust Exchange users feed the new US sales team, while customer success lifts retention.

Biggest Risk

Bitsight, SecurityScorecard, Panorays, Vanta and others compete for the same buyers, and out-of-date comparison content weakens UpGuard where buyers decide.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Bring the 134 comparison pages up to date, starting with the dates buyers and AI assistants read

    Update the shared review and ratings blocks and the "2025 Comparison" title template.

    High impact First result in 1 month
  2. 2

    Make the Vendor Risk pricing page easier to choose from

    Fix the empty row and the Audit Log mismatch.

    High impact First result in 3 weeks
  3. 3

    Finish the Regional Sales Manager post before the US hiring push

    Edit the two bracketed lines.

    Medium impact First result in 1 week

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 10Fill-ins · 6Reconsider · 3
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    UpGuard is hiring a Content Writer to keep "comparison and competitor pages that are accurate, fair, and persuasive" and to win in AI search. Today every competitor page says its reviews are "Accurate as of March 2025", the ratings block is "Accurate as of January 2024" and cites a "2022 Gartner Market Guide", and the 86 head-to-head pages are titled "2025 Comparison" in late 2026. Two rivals have changed hands (Prevalent to Mitratech in 2024, Digital Shadows to ReliaQuest in 2022) without the pages saying so. UpGuard also publishes Markdown copies "generated for AI agents and LLMs", so the stale dates are what assistants quote back to buyers.

    High impactMedium effort First result in 1 month Content Writer

    First action

    Update the shared review and ratings blocks and the "2025 Comparison" title template.

    How to measure it

    Demos from /compare and /competitors pages

    Now
    –
    Target
    +30%
    By
    90 days

    Steps

    1. 1

      Update the template

      Review figures, analyst results and one "last reviewed" date.

      Content Writer, Growth Squad 2 days

    2. 2

      Fix the titles

      Drop or auto-update the year on 86 compare pages.

      Growth Marketing lead 1 day

    3. 3

      Rank rivals

      By deals lost and won in the last two quarters.

      Regional Sales Manager 2 days

    4. 4

      Rewrite the top five

      Current pricing, features and a switching section.

      Content Writer, Growth Squad 2 weeks

    5. 5

      Fix ownership

      Prevalent, Digital Shadows and any other acquired rivals.

      Content Writer, Growth Squad 2 days

    6. 6

      Legal and fairness review

      Every claim sourced and dated.

      Legal 1 week

    7. 7

      Track

      Rankings, AI-assistant citations and demos by page.

      Growth Marketing lead monthly

    First result
    1 month
    Cost
    Writer time
    Owner
    Content Writer, Growth Squad

    Smallest test

    Update the Bitsight and SecurityScorecard pages this week and compare their demo rate in a month.

    Why it works

    Refresh the shared template first: current G2 and analyst figures (the IDC MarketScape 2026 Leader result is already on the homepage), one "last reviewed" date per page, and titles that drop the year or update it automatically. Then rewrite the rival pages by deal volume: the top five rivals sales meets, then the acquired rivals (state the new owner and point to the current product), then the rest. Add a short "switching from X" section with the migration steps, and check every rival claim against its current site.

    Comparison pages are among the highest-intent pages a B2B site has, and buyers distrust any page that looks a year out of date. Fresh dates and correct ownership also make UpGuard the source AI assistants cite when someone asks "Bitsight vs UpGuard".

    Ready to use

    ChecklistComparison page refresh list

    [ ] Title without a stale year
    [ ] One "last reviewed" date
    [ ] Current G2 and analyst figures
    [ ] Rival's current owner and product name
    [ ] Rival pricing checked on its own site
    [ ] "Switching from X" steps
    [ ] Markdown copy regenerated
    [ ] Review date set six months out

    Risks and how to handle them

    • Rival claims go stale again

      Put every page on a six-month review calendar.

    • Seen as unfair

      Link sources and keep scores explained.

    Evidence

    • HiringContent Writer, Growth Squad (Johannesburg, posted October 10, 2026): "focused on driving organic growth", writing "from in-depth articles to comparison and competitor pages on our website"; "How people find answers has changed dramatically with the rise of LLMs and AI search engines"; the writer will "Write and maintain comparison and competitor pages that are accurate, fair, and persuasive" and "Refresh and improve existing articles and pages so they stay accurate, current, and genuinely helpful".Source
    • Your websiteCompetitor profile pages (/competitors/, 48 in the sitemap; read October 22, 2026, including Bitsight, SecurityScorecard, Black Kite, Panorays, Vanta, Whistic, Drata, Cyble and Zluri): every one reads "Accurate as of March 2025" on its review blocks and "Accurate as of January 2024" on the IT VRM ratings block, where UpGuard's line cites the "2022 Gartner Market Guide for IT VRM Solutions" and "160 reviews", while the same pages' March 2025 block cites "The 2026 G2 Best Software Awards". The same pages describe UpGuard's Risk Automations as "more than 100 native integrations, including Jira, ServiceNow, Microsoft Entra, Slack, and Cloudflare".Source
    • Your websiteHead-to-head pages (/compare/, 86 in the sitemap): sampled titles all read "...: 2025 Comparison", e.g. "RiskRecon vs UpGuard: 2025 Comparison | UpGuard"; 33 of the 86 compare Prevalent, CyberGRX, RiskIQ or Digital Shadows. The CyberGRX pages say "ProcessUnity (formerly CyberGRX)" and the RiskIQ page names Microsoft Defender, but the Prevalent and Digital Shadows pages do not mention their new owners.Source
    • News coverageRival ownership changes: Mitratech announced the acquisition of Prevalent on October 2, 2024; ReliaQuest agreed to buy Digital Shadows for $160 million in June 2022.Source
    • Your websiterobots.txt points AI agents to "/llms.txt - Curated overview for AI/LLMs" and "Markdown versions of all pages (append .md to any URL)"; the competitor pages' Markdown versions say they are "generated for AI agents and LLMs" and "kept in sync with the source page".Source
    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
  • 02

    Pricing shows Standard at $1,750 a month and four "Contact sales" tiers. Enterprise and Enterprise+ share the same tagline and nearly the same features, the "Ticket-Only Support" row is empty for every plan, and Audit Log appears under Professional in the table but as a Corporate addition on the cards.

    High impactLow effort First result in 3 weeks Growth Marketing lead

    First action

    Fix the empty row and the Audit Log mismatch.

    How to measure it

    Pricing-to-demo conversion

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Audit the page

      Cards against table.

      Growth Marketing lead 1 day

    2. 2

      Decide the tiers

      Merge or distinguish Enterprise and Enterprise+.

      Head of Product Marketing 1 week

    3. 3

      Fix the table

      Remove empty rows.

      Growth Marketing lead 1 day

    4. 4

      Add a picker

      Vendor count to tier.

      Growth Marketing lead 1 week

    5. 5

      Prefill the form

      Tier and vendor count to sales.

      Revenue Operations 1 day

    6. 6

      Test

      A/B against the current page.

      Growth Marketing lead 3 weeks

    First result
    3 weeks
    Cost
    Staff time
    Owner
    Growth Marketing lead

    Smallest test

    Fix the two table errors today.

    Why it works

    Merge or clearly separate Enterprise and Enterprise+, remove the empty row, make cards and table agree, and add a vendor-count picker ("How many vendors do you monitor?") that recommends a tier and starts the right trial or demo.

    Buyers who cannot tell tiers apart default to "contact sales" later or leave; a clear recommendation shortens the 80-90 day cycle.

    Risks and how to handle them

    • Sales prefers no prices

      Show only vendor-count ranges per tier.

    Evidence

    • Your websiteVendor Risk pricing ("Pricing last updated: September 2026"): Standard at "$1,750/mo, billed annually" for 50 vendors plus "Additional Vendors for $79/month"; Professional, Corporate, Enterprise and Enterprise+ are "Contact sales". The Enterprise and Enterprise+ cards share the same tagline ("Orchestrate risk management across complex ecosystems") and nearly the same list; the table's "Ticket-Only Support" row is empty for every plan, and Audit Log is ticked for Professional in the table but listed as a Corporate addition on the cards.Source
    • HiringUS sales build-out: Sales Development Representatives in Austin (posted October 22, 2026) and Los Angeles (October 13) "Generating new opportunities across the US using outbound tactics (email sequences, LinkedIn, cold calling, etc.)", and a Regional Sales Manager (Austin, October 13) to lead about 7 Account Executives "covering SME, Mid Market, and Emerging Enterprise accounts", with "Typical deals range from $40k with a 80-90 day sales cycle" and a team quota of "~$1.4M". A Senior Account Executive is also open in London.Source
  • 03

    The Regional Sales Manager post, the leader for the new Austin team, still reads "including [notable customers or customer count, if allowed]" and "[lead a newly formed team / take over an existing team]". Senior candidates read that as a sign of a rushed process.

    Medium impactLow effort First result in 1 week Regional Sales Manager

    First action

    Edit the two bracketed lines.

    How to measure it

    Qualified applicants for the role

    Now
    –
    Target
    +25%
    By
    30 days

    Steps

    1. 1

      Edit the post

      Two placeholders.

      Talent Acquisition 1 hour

    2. 2

      Check others

      All 18 posts.

      Talent Acquisition 1 hour

    3. 3

      Add proof

      Customers and growth.

      Regional Sales Manager 1 hour

    4. 4

      Add a checklist

      Before publishing posts.

      Talent Acquisition 1 hour

    5. 5

      Repost

      LinkedIn.

      Talent Acquisition 1 day

    6. 6

      Measure

      Applicant quality.

      Talent Acquisition monthly

    First result
    1 week
    Cost
    $0
    Owner
    Regional Sales Manager

    Smallest test

    Fix the post today.

    Why it works

    Replace the placeholders with approved proof (the 50,000 customers from the Series C release, named public customers) and the real team situation, and check every open post for leftover brackets.

    Sales leaders judge the company by its job posts; specific proof attracts stronger candidates.

    Risks and how to handle them

    • Customer names not approved

      Use the public customer count.

    Evidence

    • HiringThe Regional Sales Manager post still contains drafting placeholders: "including [notable customers or customer count, if allowed]" and "join our Sales leadership team and [lead a newly formed team / take over an existing team]".Source
    • Press releaseSeries C (February 26, 2026): $75 million led by Springcoast Partners for the AI-driven Cyber Risk Posture Management platform, global sales expansion and possible acquisitions; about 50,000 customers in more than 90 countries; over 100 billion risk signals a day.Source
    • HiringUS sales build-out: Sales Development Representatives in Austin (posted October 22, 2026) and Los Angeles (October 13) "Generating new opportunities across the US using outbound tactics (email sequences, LinkedIn, cold calling, etc.)", and a Regional Sales Manager (Austin, October 13) to lead about 7 Account Executives "covering SME, Mid Market, and Emerging Enterprise accounts", with "Typical deals range from $40k with a 80-90 day sales cycle" and a team quota of "~$1.4M". A Senior Account Executive is also open in London.Source
  • 04

    The new US SDRs are hired for outbound by email, LinkedIn and calls. UpGuard already gives away an A-F Instant Security Score and thousands of vendor security reports, so many prospects have looked up their own score before an SDR ever calls.

    High impactLow effort First result in 1 month Sales Development Representat…

    First action

    Measure today's time from score request to first touch.

    How to measure it

    Meetings from score requests

    Now
    –
    Target
    +40%
    By
    60 days

    Steps

    1. 1

      Measure speed

      Current follow-up time.

      Sales Development Representative 1 day

    2. 2

      Set routing

      US SME and mid-market to SDRs.

      Revenue Operations 2 days

    3. 3

      Write openers

      Two findings, one offer.

      Sales Development Representative 1 day

    4. 4

      Nurture the rest

      Email sequence.

      Marketing Operations Email Specialist 1 week

    5. 5

      Coach

      Weekly call reviews.

      Regional Sales Manager weekly

    6. 6

      Track

      Meetings by speed band.

      Revenue Operations weekly

    First result
    1 month
    Cost
    SDR time
    Owner
    Sales Development Representative

    Smallest test

    Call one day's score requests within an hour.

    Why it works

    Route every Instant Security Score request from a US company in the SME and mid-market band to an SDR within an hour. Open with two findings from their own score and offer a 20-minute review; send the rest a nurture sequence.

    A prospect's own score is the most relevant opener there is, and speed decides response.

    Risks and how to handle them

    • Prospects feel watched

      Only contact people who asked for their score.

    Evidence

    • HiringUS sales build-out: Sales Development Representatives in Austin (posted October 22, 2026) and Los Angeles (October 13) "Generating new opportunities across the US using outbound tactics (email sequences, LinkedIn, cold calling, etc.)", and a Regional Sales Manager (Austin, October 13) to lead about 7 Account Executives "covering SME, Mid Market, and Emerging Enterprise accounts", with "Typical deals range from $40k with a 80-90 day sales cycle" and a team quota of "~$1.4M". A Senior Account Executive is also open in London.Source
    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
  • 05

    The Email Specialist is asked to build suppression for "active nurture, live deal, customer at risk, customer in renewal, and low engagement". Prospect nurture landing on a customer in a tense renewal costs more than any campaign earns.

    High impactLow effort First result in 2 weeks Marketing Operations Email Sp…

    First action

    List the properties needed for the two lists.

    How to measure it

    Unwanted sends to at-risk or renewing customers

    Now
    –
    Target
    0
    By
    30 days

    Steps

    1. 1

      Agree properties

      Health and renewal dates.

      Marketing Operations 2 days

    2. 2

      Build lists

      Active lists in HubSpot.

      Marketing Operations Email Specialist 2 days

    3. 3

      Apply

      To all marketing sends.

      Marketing Operations Email Specialist 1 day

    4. 4

      Add live-deal suppression

      From CRM stages.

      Marketing Operations Email Specialist 1 week

    5. 5

      Report

      Blocked sends weekly.

      Marketing Operations Email Specialist weekly

    6. 6

      Review with CS

      Monthly.

      VP of Customer Success, AMER monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing Operations Email Specialist

    Smallest test

    Apply the renewal list to next week's newsletter.

    Why it works

    Build the customer-at-risk and in-renewal suppressions first, from CS health scores and renewal dates, then live-deal suppression from the CRM, and report sends blocked each week.

    Protecting renewals is the cheapest revenue win, and CS hiring shows retention is the priority.

    Risks and how to handle them

    • Over-suppression

      Keep product and security notices exempt.

    Evidence

    • HiringMarketing Operations Email Specialist (Manila, posted September 16, 2026): "build and run UpGuard's email channel inside Marketing Hub" (HubSpot); audit templates, lists, workflows and subscription types; build a modular email library; "Implement suppression rules in HubSpot for active nurture, live deal, customer at risk, customer in renewal, and low engagement"; "Surface audience overlap and competing sends"; set "a channel-health baseline". Email strategy "sits with the Director of Pipeline Marketing".Source
    • HiringRetention hiring: a VP of Customer Success, AMER (posted October 19, 2026): "UpGuard is scaling toward $100M+ ARR, and the Americas is our largest region"; leads 15 CSMs and a Digital CS team, "accountable for gross and net retention", and must implement "a customer maturity framework and a value-based executive business review program". Also a Manager, Account Management (Austin) and an Account Manager (Portland) for "renewals, cross-sells, and upsells", and a Customer Success Manager in Sydney.Source
  • 06

    The sitemap lists 71 /events-upcoming/ pages including events from 2024, five /ad/ landing pages that return 404, and /lp-archived/ pages. Search engines and AI crawlers spend time on pages that send buyers to the past.

    Medium impactLow effort First result in 2 weeks Growth Marketing lead

    First action

    Remove the five dead /ad/ URLs.

    How to measure it

    Sitemap URLs returning errors

    Now
    –
    Target
    0
    By
    30 days

    Steps

    1. 1

      List issues

      Past events, 404s, archives.

      Growth Marketing lead 1 day

    2. 2

      Archive events

      With recordings.

      Events Marketing 1 week

    3. 3

      Remove dead URLs

      From the sitemap.

      Growth Marketing lead 1 hour

    4. 4

      Noindex archives

      Old landing pages.

      Growth Marketing lead 1 hour

    5. 5

      Automate

      Expire events after the date.

      Growth Marketing lead 1 week

    6. 6

      Monitor

      Search Console.

      Growth Marketing lead monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Growth Marketing lead

    Smallest test

    Fix the five 404s today.

    Why it works

    Move past events to an events archive with a "watch the recording" link, remove dead and paid-only pages from the sitemap, and noindex archived landing pages.

    A clean sitemap focuses crawlers on the pages that sell.

    Risks and how to handle them

    • Losing event backlinks

      Redirect to the recording.

    Evidence

    • Your websiteSitemap (about 18,000 URLs, read October 22, 2026): 14,858 vendor security report pages, 1,049 blog posts, 421 compliance pages, 86 compare and 48 competitor pages, 45 customer stories, 71 pages under /events-upcoming/ including past events such as Black Hat USA 2024 (August 2024), and six /ad/ landing pages of which five returned 404 on two checks.Source
    • Your websiterobots.txt points AI agents to "/llms.txt - Curated overview for AI/LLMs" and "Markdown versions of all pages (append .md to any URL)"; the competitor pages' Markdown versions say they are "generated for AI agents and LLMs" and "kept in sync with the source page".Source

This quarter 9

The core plays for the next three months.

  • 07

    The Content Writer's role includes competitor pages that are "persuasive", and the Series C funds sales expansion. Buyers leaving a rival need a plan, not only a feature table.

    High impactMedium effort First result in 1 quarter Content Writer

    First action

    Pick the rival with the most lost deals.

    How to measure it

    Win rate in competitive deals

    Now
    –
    Target
    +5 points
    By
    2 quarters

    Steps

    1. 1

      Pick rivals

      Top three.

      Regional Sales Manager 1 day

    2. 2

      Map migration

      With CS.

      Customer Success Manager 1 week

    3. 3

      Write guides

      One per rival.

      Content Writer, Growth Squad 2 weeks

    4. 4

      Add offer

      Sales-approved.

      Regional Sales Manager 1 week

    5. 5

      Publish

      Linked from compare pages.

      Growth Marketing lead 1 day

    6. 6

      Measure

      Wins by rival.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Writer time
    Owner
    Content Writer, Growth Squad

    Smallest test

    Publish one guide.

    Why it works

    Write a switching guide per top rival: data export, vendor list import, questionnaire migration, a 30-day plan and an offer from sales. Link it from each comparison page.

    Switching cost is the main objection in competitive deals.

    Risks and how to handle them

    • Rivals change products

      Review quarterly.

    Evidence

    • HiringContent Writer, Growth Squad (Johannesburg, posted October 10, 2026): "focused on driving organic growth", writing "from in-depth articles to comparison and competitor pages on our website"; "How people find answers has changed dramatically with the rise of LLMs and AI search engines"; the writer will "Write and maintain comparison and competitor pages that are accurate, fair, and persuasive" and "Refresh and improve existing articles and pages so they stay accurate, current, and genuinely helpful".Source
    • Competitor researchRivals' positioning: Bitsight and SecurityScorecard sell security ratings; Panorays, Black Kite and ProcessUnity sell third-party risk management; Vanta, Drata and Whistic sell trust centers and questionnaire automation, overlapping Trust Exchange; UpGuard's own competitor pages list these as its main comparisons.Source
    • Press releaseSeries C (February 26, 2026): $75 million led by Springcoast Partners for the AI-driven Cyber Risk Posture Management platform, global sales expansion and possible acquisitions; about 50,000 customers in more than 90 countries; over 100 billion risk signals a day.Source
  • 08

    The VP of Customer Success must build "a customer maturity framework and a value-based executive business review program" and own gross and net retention in the largest region.

    High impactHigh effort First result in 1 quarter VP of Customer Success

    First action

    Draft the four maturity stages.

    How to measure it

    AMER net revenue retention

    Now
    –
    Target
    +5 points
    By
    4 quarters

    Steps

    1. 1

      Define stages

      Four maturity levels.

      VP of Customer Success, AMER 2 weeks

    2. 2

      Pick metrics

      From product data.

      Senior Product Manager 2 weeks

    3. 3

      Build the template

      Auto-filled.

      Revenue Operations 1 month

    4. 4

      Pilot

      Ten accounts.

      Manager, Account Management 1 month

    5. 5

      Roll out

      All high-touch accounts.

      VP of Customer Success, AMER 1 quarter

    6. 6

      Measure

      Renewal and expansion by stage.

      VP of Customer Success, AMER quarterly

    First result
    1 quarter
    Cost
    Data and CS time
    Owner
    VP of Customer Success, AMER

    Smallest test

    Run one EBR with the draft template.

    Why it works

    Build one EBR template that pulls each customer's own numbers (vendors monitored, risks resolved, questionnaire time saved, score trend) and maps them to a maturity stage with the next step and the product that fits it.

    Customers renew and expand when they see measured value and a clear next stage.

    Risks and how to handle them

    • Data gaps

      Start with metrics already in the product.

    Evidence

    • HiringRetention hiring: a VP of Customer Success, AMER (posted October 19, 2026): "UpGuard is scaling toward $100M+ ARR, and the Americas is our largest region"; leads 15 CSMs and a Digital CS team, "accountable for gross and net retention", and must implement "a customer maturity framework and a value-based executive business review program". Also a Manager, Account Management (Austin) and an Account Manager (Portland) for "renewals, cross-sells, and upsells", and a Customer Success Manager in Sydney.Source
    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
  • 09

    The VP of CS leads a Digital CS team beside 15 CSMs, and UpGuard has tens of thousands of customers, many on free or small plans.

    High impactMedium effort First result in 1 quarter Digital CS Manager

    First action

    Map the first 30 days for a new Standard customer.

    How to measure it

    Gross retention for low-touch accounts

    Now
    –
    Target
    +4 points
    By
    3 quarters

    Steps

    1. 1

      Map journeys

      By stage.

      Digital CS Manager 2 weeks

    2. 2

      Write emails

      Lifecycle.

      Marketing Operations Email Specialist 1 month

    3. 3

      In-app guides

      Key jobs.

      Senior Product Manager 1 month

    4. 4

      Usage alerts

      To CSMs.

      Revenue Operations 2 weeks

    5. 5

      Webinars

      Monthly.

      Digital CS Manager monthly

    6. 6

      Measure

      Retention by cohort.

      VP of Customer Success, AMER quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Digital CS Manager

    Smallest test

    Send one "your month" email to 500 accounts.

    Why it works

    Build lifecycle emails and in-app guides by maturity stage, a monthly "your posture this month" email and webinars for common jobs, with alerts to CSMs when usage drops.

    Most customers will never have a CSM; automated value keeps them.

    Risks and how to handle them

    • Email fatigue

      Use the new suppression rules.

    Builds on

    Evidence

    • HiringRetention hiring: a VP of Customer Success, AMER (posted October 19, 2026): "UpGuard is scaling toward $100M+ ARR, and the Americas is our largest region"; leads 15 CSMs and a Digital CS team, "accountable for gross and net retention", and must implement "a customer maturity framework and a value-based executive business review program". Also a Manager, Account Management (Austin) and an Account Manager (Portland) for "renewals, cross-sells, and upsells", and a Customer Success Manager in Sydney.Source
    • Press releaseSeries C (February 26, 2026): $75 million led by Springcoast Partners for the AI-driven Cyber Risk Posture Management platform, global sales expansion and possible acquisitions; about 50,000 customers in more than 90 countries; over 100 billion risk signals a day.Source
    • HiringMarketing Operations Email Specialist (Manila, posted September 16, 2026): "build and run UpGuard's email channel inside Marketing Hub" (HubSpot); audit templates, lists, workflows and subscription types; build a modular email library; "Implement suppression rules in HubSpot for active nurture, live deal, customer at risk, customer in renewal, and low engagement"; "Surface audience overlap and competing sends"; set "a channel-health baseline". Email strategy "sits with the Director of Pipeline Marketing".Source
  • 10

    Trust Exchange is free ("Prove your security in minutes, not weeks. For free."), so thousands of security teams use UpGuard to answer questionnaires. Many of them also assess their own vendors.

    High impactMedium effort First result in 1 quarter Product led growth lead

    First action

    Count active Trust Exchange teams in the target size.

    How to measure it

    Trust Exchange to Vendor Risk trials

    Now
    –
    Target
    200 a quarter
    By
    2 quarters

    Steps

    1. 1

      Size the base

      Active teams by size.

      Revenue Operations 1 week

    2. 2

      Design the prompt

      In-app.

      Senior Product Manager 2 weeks

    3. 3

      Free slots

      Five vendors.

      Senior Product Manager 1 month

    4. 4

      Route

      To SDRs.

      Revenue Operations 1 week

    5. 5

      Email

      Sequence for active teams.

      Marketing Operations Email Specialist 2 weeks

    6. 6

      Measure

      Trials and closes.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Product time
    Owner
    Product led growth lead

    Smallest test

    Email 500 active Trust Exchange teams.

    Why it works

    Inside Trust Exchange, show "assess your own vendors" with a free trial of five vendor slots, and route active teams in target sizes to SDRs.

    Free users already trust the product; the cross-sell is natural.

    Risks and how to handle them

    • Free users annoyed

      Show prompts only after value is delivered.

    Evidence

    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
    • Your websiteVendor Risk pricing ("Pricing last updated: September 2026"): Standard at "$1,750/mo, billed annually" for 50 vendors plus "Additional Vendors for $79/month"; Professional, Corporate, Enterprise and Enterprise+ are "Contact sales". The Enterprise and Enterprise+ cards share the same tagline ("Orchestrate risk management across complex ecosystems") and nearly the same list; the table's "Ticket-Only Support" row is empty for every plan, and Audit Log is ticked for Professional in the table but listed as a Corporate addition on the cards.Source
    • HiringUS sales build-out: Sales Development Representatives in Austin (posted October 22, 2026) and Los Angeles (October 13) "Generating new opportunities across the US using outbound tactics (email sequences, LinkedIn, cold calling, etc.)", and a Regional Sales Manager (Austin, October 13) to lead about 7 Account Executives "covering SME, Mid Market, and Emerging Enterprise accounts", with "Typical deals range from $40k with a 80-90 day sales cycle" and a team quota of "~$1.4M". A Senior Account Executive is also open in London.Source
  • 11

    There are 45 customer stories across education, finance, healthcare, government and technology, and industry pages for four of them. SDRs need relevant proof per industry.

    High impactMedium effort First result in 1 month Sales Development Representat…

    First action

    Tag the 45 stories by industry and size.

    How to measure it

    Outbound reply rate

    Now
    –
    Target
    +30%
    By
    1 quarter

    Steps

    1. 1

      Tag stories

      Industry and size.

      Content Writer, Growth Squad 2 days

    2. 2

      Write sequences

      Four industries.

      Sales Development Representative 1 week

    3. 3

      Build lists

      US SME and mid-market.

      Sales Development Representative 1 week

    4. 4

      Launch

      In Outreach or HubSpot.

      Sales Development Representative 1 week

    5. 5

      Review

      Weekly.

      Regional Sales Manager weekly

    6. 6

      Refine

      By reply rate.

      Sales Development Representative monthly

    First result
    1 month
    Cost
    Data tools
    Owner
    Sales Development Representative

    Smallest test

    Run one sequence for higher education.

    Why it works

    Build one outbound sequence per industry with two matching stories, the industry page and a free score offer.

    Peer proof in the same industry lifts reply rates.

    Risks and how to handle them

    • Small segments

      Combine adjacent industries.

    Evidence

    • HiringUS sales build-out: Sales Development Representatives in Austin (posted October 22, 2026) and Los Angeles (October 13) "Generating new opportunities across the US using outbound tactics (email sequences, LinkedIn, cold calling, etc.)", and a Regional Sales Manager (Austin, October 13) to lead about 7 Account Executives "covering SME, Mid Market, and Emerging Enterprise accounts", with "Typical deals range from $40k with a 80-90 day sales cycle" and a team quota of "~$1.4M". A Senior Account Executive is also open in London.Source
    • Your websiteSitemap (about 18,000 URLs, read October 22, 2026): 14,858 vendor security report pages, 1,049 blog posts, 421 compliance pages, 86 compare and 48 competitor pages, 45 customer stories, 71 pages under /events-upcoming/ including past events such as Black Hat USA 2024 (August 2024), and six /ad/ landing pages of which five returned 404 on two checks.Source
    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
  • 12

    The Content Writer brief says buyers now ask LLMs and AI search engines, and UpGuard already serves llms.txt and Markdown copies of every page.

    Medium impactMedium effort First result in 1 quarter Content Writer

    First action

    List the questions from sales calls.

    How to measure it

    Citations in tracked AI answers

    Now
    –
    Target
    25 of 50 questions
    By
    2 quarters

    Steps

    1. 1

      List questions

      From sales and CS.

      Content Writer, Growth Squad 1 week

    2. 2

      Check coverage

      Existing pages.

      Content Writer, Growth Squad 1 week

    3. 3

      Write answers

      Direct and dated.

      Content Writer, Growth Squad 1 quarter

    4. 4

      Update llms.txt

      Point to answers.

      Growth Marketing lead 1 day

    5. 5

      Track citations

      Monthly checks.

      Growth Marketing lead monthly

    6. 6

      Refresh

      Twice a year.

      Content Writer, Growth Squad 6 months

    First result
    1 quarter
    Cost
    Writer time
    Owner
    Content Writer, Growth Squad

    Smallest test

    Write five answers.

    Why it works

    List 50 buyer questions (how to start a vendor risk program, cost of TPRM tools, how many vendors to monitor), write direct answer pages, and track which pages assistants cite.

    Clear, current answers are what assistants quote.

    Risks and how to handle them

    • Assistants change

      Track several.

    Evidence

    • HiringContent Writer, Growth Squad (Johannesburg, posted October 10, 2026): "focused on driving organic growth", writing "from in-depth articles to comparison and competitor pages on our website"; "How people find answers has changed dramatically with the rise of LLMs and AI search engines"; the writer will "Write and maintain comparison and competitor pages that are accurate, fair, and persuasive" and "Refresh and improve existing articles and pages so they stay accurate, current, and genuinely helpful".Source
    • Your websiterobots.txt points AI agents to "/llms.txt - Curated overview for AI/LLMs" and "Markdown versions of all pages (append .md to any URL)"; the competitor pages' Markdown versions say they are "generated for AI agents and LLMs" and "kept in sync with the source page".Source
  • 13

    Account Managers own renewals, cross-sells and upsells, and the email specialist is building renewal suppression.

    High impactMedium effort First result in 1 quarter Account Manager

    First action

    List renewals in the next 120 days.

    How to measure it

    Gross revenue retention

    Now
    –
    Target
    +3 points
    By
    3 quarters

    Steps

    1. 1

      List renewals

      120-day window.

      Manager, Account Management 1 day

    2. 2

      Value summary

      Template.

      Revenue Operations 2 weeks

    3. 3

      Cadence

      Four steps.

      Manager, Account Management 1 week

    4. 4

      Expansion offers

      By product.

      Account Manager 1 week

    5. 5

      Suppress marketing

      During renewal.

      Marketing Operations Email Specialist 1 day

    6. 6

      Measure

      Retention.

      Manager, Account Management monthly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Account Manager

    Smallest test

    Run the cadence on ten renewals.

    Why it works

    At 120 days, send a value summary from product data; at 90, an Account Manager call; at 60, the expansion offer (more vendors, Breach Risk or User Risk); at 30, paperwork.

    Early, data-led renewals reduce churn and discounting.

    Risks and how to handle them

    • Product data gaps

      Use manual notes where needed.

    Builds on

    Evidence

    • HiringRetention hiring: a VP of Customer Success, AMER (posted October 19, 2026): "UpGuard is scaling toward $100M+ ARR, and the Americas is our largest region"; leads 15 CSMs and a Digital CS team, "accountable for gross and net retention", and must implement "a customer maturity framework and a value-based executive business review program". Also a Manager, Account Management (Austin) and an Account Manager (Portland) for "renewals, cross-sells, and upsells", and a Customer Success Manager in Sydney.Source
    • HiringMarketing Operations Email Specialist (Manila, posted September 16, 2026): "build and run UpGuard's email channel inside Marketing Hub" (HubSpot); audit templates, lists, workflows and subscription types; build a modular email library; "Implement suppression rules in HubSpot for active nurture, live deal, customer at risk, customer in renewal, and low engagement"; "Surface audience overlap and competing sends"; set "a channel-health baseline". Email strategy "sits with the Director of Pipeline Marketing".Source
    • Your websiteVendor Risk pricing ("Pricing last updated: September 2026"): Standard at "$1,750/mo, billed annually" for 50 vendors plus "Additional Vendors for $79/month"; Professional, Corporate, Enterprise and Enterprise+ are "Contact sales". The Enterprise and Enterprise+ cards share the same tagline ("Orchestrate risk management across complex ecosystems") and nearly the same list; the table's "Ticket-Only Support" row is empty for every plan, and Audit Log is ticked for Professional in the table but listed as a Corporate addition on the cards.Source
  • 14

    The Marketing Business Operations Manager will own budgets, forecasts and dashboards, and the Series C funds global sales expansion.

    Medium impactMedium effort First result in 1 quarter Marketing Business Operations…

    First action

    Pull last quarter's spend and pipeline by channel.

    How to measure it

    Marketing cost per opportunity

    Now
    –
    Target
    -15%
    By
    2 quarters

    Steps

    1. 1

      Pull data

      Spend and pipeline.

      Marketing Business Operations Manager 2 weeks

    2. 2

      Build the model

      By channel and region.

      Marketing Business Operations Manager 2 weeks

    3. 3

      Agree rules

      Quarterly reallocation.

      Director of Pipeline Marketing 1 week

    4. 4

      Dashboard

      Monthly view.

      Marketing Business Operations Manager 1 week

    5. 5

      Review

      With finance.

      Marketing Business Operations Manager monthly

    6. 6

      Reallocate

      Quarterly.

      Director of Pipeline Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Marketing Business Operations Manager

    Smallest test

    Build the model for one region.

    Why it works

    Build a monthly model linking spend per channel and region to pipeline and closed revenue, and move budget quarterly to the best cost per opportunity.

    Spend follows results when the link is visible.

    Risks and how to handle them

    • Attribution disputes

      Agree one model up front.

    Evidence

    • HiringMarketing Business Operations Manager (Sydney, posted September 1, 2026): "own the marketing budget process end-to-end", run "the monthly forecasting cycle", "Build and maintain budget models and dashboards", own the Asana work management platform and "Lead evaluation and implementation of automation and no-code tooling, including AI tools".Source
    • Press releaseSeries C (February 26, 2026): $75 million led by Springcoast Partners for the AI-driven Cyber Risk Posture Management platform, global sales expansion and possible acquisitions; about 50,000 customers in more than 90 countries; over 100 billion risk signals a day.Source
    • HiringUS sales build-out: Sales Development Representatives in Austin (posted October 22, 2026) and Los Angeles (October 13) "Generating new opportunities across the US using outbound tactics (email sequences, LinkedIn, cold calling, etc.)", and a Regional Sales Manager (Austin, October 13) to lead about 7 Account Executives "covering SME, Mid Market, and Emerging Enterprise accounts", with "Typical deals range from $40k with a 80-90 day sales cycle" and a team quota of "~$1.4M". A Senior Account Executive is also open in London.Source
  • 15

    UpGuard publishes 14,858 vendor security report pages. People who look up a vendor are often running a vendor review.

    Medium impactMedium effort First result in 1 month Content Writer

    First action

    Add the trial block to the top 100 report pages.

    How to measure it

    Trials from report pages

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Rank pages

      By traffic.

      Growth Marketing lead 1 week

    2. 2

      Design blocks

      Trial and claim.

      Growth Marketing lead 1 week

    3. 3

      Add to template

      All pages.

      Growth Marketing lead 2 weeks

    4. 4

      Track

      By block.

      Growth Marketing lead monthly

    5. 5

      Route claims

      To Trust Exchange.

      Senior Product Manager 1 week

    6. 6

      Optimize

      Test copy.

      Growth Marketing lead monthly

    First result
    1 month
    Cost
    Development time
    Owner
    Content Writer, Growth Squad

    Smallest test

    Add the block to ten pages.

    Why it works

    On each report page, add "monitor this vendor and 49 more" with a trial, a link to the questionnaire library, and a "is this your company? claim your Trust Page" link.

    The pages already draw search traffic from people doing the job the product does.

    Risks and how to handle them

    • Vendors object to their page

      Make the claim path clear and fast.

    Evidence

    • Your websiteSitemap (about 18,000 URLs, read October 22, 2026): 14,858 vendor security report pages, 1,049 blog posts, 421 compliance pages, 86 compare and 48 competitor pages, 45 customer stories, 71 pages under /events-upcoming/ including past events such as Black Hat USA 2024 (August 2024), and six /ad/ landing pages of which five returned 404 on two checks.Source
    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
    • Your websiteVendor Risk pricing ("Pricing last updated: September 2026"): Standard at "$1,750/mo, billed annually" for 50 vendors plus "Additional Vendors for $79/month"; Professional, Corporate, Enterprise and Enterprise+ are "Contact sales". The Enterprise and Enterprise+ cards share the same tagline ("Orchestrate risk management across complex ecosystems") and nearly the same list; the table's "Ticket-Only Support" row is empty for every plan, and Audit Log is ticked for Professional in the table but listed as a Corporate addition on the cards.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Standard starts at $1,750 a month billed annually, while the Regional Sales Manager's team sells around $40k deals to SME and mid-market. Small teams below that band have no self-serve way in.

    High impactHigh effort First result in 2 quarters Lead Product Manager

    First action

    Model the plan's price and limits.

    How to measure it

    Self-serve monthly revenue

    Now
    –
    Target
    $250k ARR
    By
    4 quarters

    Steps

    1. 1

      Model the plan

      Price and limits.

      Lead Product Manager 1 month

    2. 2

      Build checkout

      Card payments.

      Senior Product Manager 1 quarter

    3. 3

      Upgrade prompts

      At limits.

      Senior Product Manager 1 month

    4. 4

      Launch

      Pricing page.

      Growth Marketing lead 1 week

    5. 5

      Nurture

      Lifecycle emails.

      Marketing Operations Email Specialist ongoing

    6. 6

      Review

      Cannibalization.

      Lead Product Manager quarterly

    First result
    2 quarters
    Cost
    Product budget
    Owner
    Lead Product Manager

    Smallest test

    Offer a monthly option to 50 trial users.

    Why it works

    Launch a monthly self-serve plan (for example 10 vendors) with card payment and upgrade prompts, and measure whether it feeds the sales-led tiers.

    A low-cost entry captures teams early and turns the free tools into revenue.

    Risks and how to handle them

    • Cannibalizes Standard

      Cap vendors and features.

    Evidence

    • Your websiteVendor Risk pricing ("Pricing last updated: September 2026"): Standard at "$1,750/mo, billed annually" for 50 vendors plus "Additional Vendors for $79/month"; Professional, Corporate, Enterprise and Enterprise+ are "Contact sales". The Enterprise and Enterprise+ cards share the same tagline ("Orchestrate risk management across complex ecosystems") and nearly the same list; the table's "Ticket-Only Support" row is empty for every plan, and Audit Log is ticked for Professional in the table but listed as a Corporate addition on the cards.Source
    • HiringUS sales build-out: Sales Development Representatives in Austin (posted October 22, 2026) and Los Angeles (October 13) "Generating new opportunities across the US using outbound tactics (email sequences, LinkedIn, cold calling, etc.)", and a Regional Sales Manager (Austin, October 13) to lead about 7 Account Executives "covering SME, Mid Market, and Emerging Enterprise accounts", with "Typical deals range from $40k with a 80-90 day sales cycle" and a team quota of "~$1.4M". A Senior Account Executive is also open in London.Source
    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
  • 17

    UpGuard processes over 100 billion risk signals a day across about 50,000 customers. Aggregated, anonymized trends by industry would be data no rival can match.

    High impactHigh effort First result in 3 quarters Growth Marketing lead

    First action

    Pick five metrics that can be shared safely.

    How to measure it

    Opportunities from the benchmark

    Now
    –
    Target
    300
    By
    3 quarters

    Steps

    1. 1

      Pick metrics

      Safe and useful.

      Lead Product Manager 1 month

    2. 2

      Analyze

      By industry.

      Data team 2 months

    3. 3

      Write

      Report.

      Content Writer, Growth Squad 1 month

    4. 4

      Build the tool

      Compare your program.

      Growth Marketing lead 1 month

    5. 5

      Launch

      Webinar and press.

      Growth Marketing lead 1 month

    6. 6

      Follow up

      SDR sequences.

      Sales Development Representative 1 month

    First result
    3 quarters
    Cost
    Research budget
    Owner
    Growth Marketing lead

    Smallest test

    Publish one metric as a LinkedIn post.

    Why it works

    Publish a yearly benchmark of vendor risk posture by industry and region, with a free "compare your program" tool and a launch webinar.

    Original data earns press, links and AI citations, and gives sales a reason to call.

    Risks and how to handle them

    • Data sensitivity

      Aggregate only, reviewed by legal.

    Evidence

    • Press releaseSeries C (February 26, 2026): $75 million led by Springcoast Partners for the AI-driven Cyber Risk Posture Management platform, global sales expansion and possible acquisitions; about 50,000 customers in more than 90 countries; over 100 billion risk signals a day.Source
    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
    • HiringContent Writer, Growth Squad (Johannesburg, posted October 10, 2026): "focused on driving organic growth", writing "from in-depth articles to comparison and competitor pages on our website"; "How people find answers has changed dramatically with the rise of LLMs and AI search engines"; the writer will "Write and maintain comparison and competitor pages that are accurate, fair, and persuasive" and "Refresh and improve existing articles and pages so they stay accurate, current, and genuinely helpful".Source
  • 18

    The Series C funds global sales expansion, and the SME and mid-market band is where the new US team sells. MSPs and audit firms already advise those buyers.

    High impactHigh effort First result in 2 quarters Head of Partnerships

    First action

    List 20 MSPs serving regulated industries.

    How to measure it

    Partner-sourced ARR

    Now
    –
    Target
    10% of new ARR
    By
    4 quarters

    Steps

    1. 1

      List partners

      MSPs and auditors.

      Head of Partnerships 1 month

    2. 2

      Design terms

      Margin and accounts.

      Head of Partnerships 1 month

    3. 3

      Enable

      Training and reports.

      Sales Enablement 1 month

    4. 4

      Sign ten

      Pilot.

      Head of Partnerships 2 quarters

    5. 5

      Co-market

      Webinars.

      Growth Marketing lead quarterly

    6. 6

      Measure

      Sourced ARR.

      Revenue Operations monthly

    First result
    2 quarters
    Cost
    Partner margin
    Owner
    Head of Partnerships

    Smallest test

    Sign one MSP.

    Why it works

    Build a partner program with multi-client accounts, co-branded reports and margin, starting with ten MSPs and two audit firms.

    Partners reach many small buyers at once.

    Risks and how to handle them

    • Channel conflict

      Clear deal registration.

    Evidence

    • Press releaseSeries C (February 26, 2026): $75 million led by Springcoast Partners for the AI-driven Cyber Risk Posture Management platform, global sales expansion and possible acquisitions; about 50,000 customers in more than 90 countries; over 100 billion risk signals a day.Source
    • HiringUS sales build-out: Sales Development Representatives in Austin (posted October 22, 2026) and Los Angeles (October 13) "Generating new opportunities across the US using outbound tactics (email sequences, LinkedIn, cold calling, etc.)", and a Regional Sales Manager (Austin, October 13) to lead about 7 Account Executives "covering SME, Mid Market, and Emerging Enterprise accounts", with "Typical deals range from $40k with a 80-90 day sales cycle" and a team quota of "~$1.4M". A Senior Account Executive is also open in London.Source
    • Your websiteVendor Risk pricing ("Pricing last updated: September 2026"): Standard at "$1,750/mo, billed annually" for 50 vendors plus "Additional Vendors for $79/month"; Professional, Corporate, Enterprise and Enterprise+ are "Contact sales". The Enterprise and Enterprise+ cards share the same tagline ("Orchestrate risk management across complex ecosystems") and nearly the same list; the table's "Ticket-Only Support" row is empty for every plan, and Audit Log is ticked for Professional in the table but listed as a Corporate addition on the cards.Source

Wildcards 4

Unexpected experiments, each with a cheap way to test it.

  • 19

    The homepage and Trust Exchange say "Trusted by 45,000+ companies worldwide" while the Series C release says about 50,000 customers.

    Medium impactLow effort First result in 1 week Content Writer

    First action

    Confirm the current number.

    How to measure it

    Pages using one figure

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Confirm the number

      With finance.

      Growth Marketing lead 1 day

    2. 2

      Find uses

      Site and boilerplate.

      Content Writer, Growth Squad 1 day

    3. 3

      Update

      All pages.

      Content Writer, Growth Squad 1 week

    4. 4

      Update posts

      Job descriptions.

      Talent Acquisition 1 day

    5. 5

      Set an owner

      Quarterly review.

      Growth Marketing lead 1 hour

    6. 6

      Check

      Quarterly.

      Growth Marketing lead quarterly

    First result
    1 week
    Cost
    $0
    Owner
    Content Writer, Growth Squad

    Smallest test

    Update the homepage figure.

    Why it works

    Pick one current figure and date, update the homepage, product pages, job posts and boilerplate, and set a quarterly owner.

    Consistent proof points look more credible to buyers and AI summaries.

    Risks and how to handle them

    • Number changes often

      Use a single shared snippet.

    Evidence

    • Your websiteHomepage: H1 "The AI risk operations center for your..."; "Cut cyber risk with the only platform that spans your supply chain, attack surface, workforce, and trust relationships"; "Trusted by 45,000+ companies worldwide"; named a Leader in the IDC MarketScape for Worldwide Third-Party Risk Management Software 2026; free tools: Instant Security Score ("A-F grade in seconds"), a website scanner, an AI Policy Generator, a dark web scan, templates and "Thousands of vendor security reports"; Trust Exchange is free ("Prove your security in minutes, not weeks. For free.").Source
    • Press releaseSeries C (February 26, 2026): $75 million led by Springcoast Partners for the AI-driven Cyber Risk Posture Management platform, global sales expansion and possible acquisitions; about 50,000 customers in more than 90 countries; over 100 billion risk signals a day.Source
    • HiringThe Regional Sales Manager post still contains drafting placeholders: "including [notable customers or customer count, if allowed]" and "join our Sales leadership team and [lead a newly formed team / take over an existing team]".Source
  • 20

    There are 71 event pages and 14 on-demand webinars. After an event, the page usually stops working for the buyer.

    Medium impactLow effort First result in 1 month Events Marketing

    First action

    Convert the last three event pages.

    How to measure it

    Leads from recordings

    Now
    –
    Target
    50 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick events

      Last three.

      Events Marketing 1 day

    2. 2

      Add recordings

      And slides.

      Events Marketing 1 week

    3. 3

      Add offers

      Follow-up.

      Growth Marketing lead 1 day

    4. 4

      Group by topic

      Library page.

      Growth Marketing lead 1 week

    5. 5

      Promote

      Email.

      Marketing Operations Email Specialist monthly

    6. 6

      Measure

      Leads.

      Growth Marketing lead monthly

    First result
    1 month
    Cost
    Staff time
    Owner
    Events Marketing

    Smallest test

    Convert one page.

    Why it works

    After each event, swap the page to a recording, slides and a follow-up offer, and group them by topic.

    Event content keeps generating leads long after the date.

    Risks and how to handle them

    • No recordings

      Write a summary instead.

    Builds on

    Evidence

    • Your websiteSitemap (about 18,000 URLs, read October 22, 2026): 14,858 vendor security report pages, 1,049 blog posts, 421 compliance pages, 86 compare and 48 competitor pages, 45 customer stories, 71 pages under /events-upcoming/ including past events such as Black Hat USA 2024 (August 2024), and six /ad/ landing pages of which five returned 404 on two checks.Source
  • 21

    The Email Specialist must set "a channel-health baseline" and flag contact pressure. Marketing works in squads with shared services, so many teams send.

    Medium impactLow effort First result in 1 month Marketing Operations Email Sp…

    First action

    Pull last quarter's numbers.

    How to measure it

    Unsubscribe rate

    Now
    –
    Target
    -25%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Last quarter.

      Marketing Operations Email Specialist 1 week

    2. 2

      Define the score

      Four inputs.

      Marketing Operations Email Specialist 1 week

    3. 3

      Set a cap

      Sends per contact.

      Director of Pipeline Marketing 1 week

    4. 4

      Publish

      Weekly in Asana.

      Marketing Business Operations Manager 1 day

    5. 5

      Review

      Monthly.

      Director of Pipeline Marketing monthly

    6. 6

      Adjust

      Quarterly.

      Marketing Operations Email Specialist quarterly

    First result
    1 month
    Cost
    $0
    Owner
    Marketing Operations Email Specialist

    Smallest test

    Publish the first score.

    Why it works

    Publish a weekly health score (engagement, unsubscribes, complaints, sends per contact) in the team's work tool, with a cap on sends per contact per week.

    A shared score prevents teams from burning the list.

    Risks and how to handle them

    • Teams resist caps

      Prioritize by pipeline value.

    Evidence

    • HiringMarketing Operations Email Specialist (Manila, posted September 16, 2026): "build and run UpGuard's email channel inside Marketing Hub" (HubSpot); audit templates, lists, workflows and subscription types; build a modular email library; "Implement suppression rules in HubSpot for active nurture, live deal, customer at risk, customer in renewal, and low engagement"; "Surface audience overlap and competing sends"; set "a channel-health baseline". Email strategy "sits with the Director of Pipeline Marketing".Source
    • HiringMarketing Business Operations Manager (Sydney, posted September 1, 2026): "own the marketing budget process end-to-end", run "the monthly forecasting cycle", "Build and maintain budget models and dashboards", own the Asana work management platform and "Lead evaluation and implementation of automation and no-code tooling, including AI tools".Source
  • 22

    Risk Automations lists more than 100 native integrations including Jira, ServiceNow, Microsoft Entra, Slack and Cloudflare, as UpGuard's own comparison pages describe. Buyers search "<tool> vendor risk integration".

    Medium impactLow effort First result in 1 quarter Lead Product Manager

    First action

    Pick the top ten integrations by usage.

    How to measure it

    Integration page visits

    Now
    –
    Target
    5,000 a month
    By
    2 quarters

    Steps

    1. 1

      Rank integrations

      By usage.

      Lead Product Manager 1 week

    2. 2

      Write pages

      Ten.

      Content Writer, Growth Squad 1 month

    3. 3

      Record videos

      Short.

      Growth Marketing lead 1 month

    4. 4

      Publish

      With schema.

      Growth Marketing lead 1 week

    5. 5

      Co-market

      With partners.

      Growth Marketing lead quarterly

    6. 6

      Measure

      Visits and demos.

      Growth Marketing lead monthly

    First result
    1 quarter
    Cost
    Writer time
    Owner
    Lead Product Manager

    Smallest test

    Publish the Jira page.

    Why it works

    Publish one page per top integration with the workflow, setup steps and a short video, and co-market with partners.

    Integration pages rank for long-tail, high-intent searches and reduce setup objections.

    Risks and how to handle them

    • Thin pages

      Show real workflows.

    Evidence

    • Your websiteCompetitor profile pages (/competitors/, 48 in the sitemap; read October 22, 2026, including Bitsight, SecurityScorecard, Black Kite, Panorays, Vanta, Whistic, Drata, Cyble and Zluri): every one reads "Accurate as of March 2025" on its review blocks and "Accurate as of January 2024" on the IT VRM ratings block, where UpGuard's line cites the "2022 Gartner Market Guide for IT VRM Solutions" and "160 reviews", while the same pages' March 2025 block cites "The 2026 G2 Best Software Awards". The same pages describe UpGuard's Risk Automations as "more than 100 native integrations, including Jira, ServiceNow, Microsoft Entra, Slack, and Cloudflare".Source
    • HiringContent Writer, Growth Squad (Johannesburg, posted October 10, 2026): "focused on driving organic growth", writing "from in-depth articles to comparison and competitor pages on our website"; "How people find answers has changed dramatically with the rise of LLMs and AI search engines"; the writer will "Write and maintain comparison and competitor pages that are accurate, fair, and persuasive" and "Refresh and improve existing articles and pages so they stay accurate, current, and genuinely helpful".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #3 (opens programmable.info in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. UpGuard did not commission, review or endorse it, and Programmable is not affiliated with UpGuard. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how UpGuard runs its business.

Something wrong, or do you represent UpGuard? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Comparison page refresh, pricing fixes, the Regional Sales Manager post, score follow-up, renewal suppression and sitemap cleanup.

  2. Days 31 to 6010 ideas

    Switching guides, value-based reviews, digital success, Trust Exchange cross-sell, industry outbound, AI answers, renewal playbook, budget model and report pages; email health score.

  3. Days 61 to 905 ideas

    Commit to the self-serve plan, the benchmark and the partner channel; start the recordings library and integration pages.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value one platform for vendors, attack surface and workforce. The most cited problem: manual vendor questionnaires.

  • Fast setup for lean teams
  • Too many vendors to monitor
  • In their words: “TPRM”

Market

Competitive landscape

5 competitors compared: Bitsight, SecurityScorecard, Panorays, ProcessUnity (formerly CyberGRX) and 1 more.

  • Gap to exploit: Current, fair comparison content
  • Bitsight: Less workflow focus
  • SecurityScorecard: Mixed reviews

Hiring signals

UpGuard is turning its Series C into pipeline and retention.

  • Content Writer: Comparison pages and AI search. Ideas 1, 7, 12.
  • Marketing Operations Email Specialist: HubSpot suppression and channel health. Ideas 5, 21.
  • Marketing Business Operations Manager: Budget models and dashboards. Idea 14.

From the team that wrote this playbook

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