The QBR script that turns a free scan into a subscription.
The best AI governance pitch isn't a pitch. It's a client's own risk findings, on the table in their quarterly review. Here's how to run that conversation.
Before the QBR: run the free scan
Connect the client's tenant read-only and bring the risk report to the meeting. You're not selling a hypothetical, you're showing them what's actually in their environment.
Open with the question, not the product
"You're rolling out Copilot and a few agents, can we answer, together, what AI identities now have access to your data, and who owns them?" Almost no one can. That not-knowing is the moment; it teaches the problem without you having to assert it.
Show the findings, then the blast radius
Walk through the inventory and the highest-risk identities, the over-permissioned service principal, the dormant agent, the forgotten OAuth grant. Frame it plainly: this is the tail of risk that comes with adopting AI, and it grows every month.
Make the offer concrete
- Fix it once: an AI Identity Onboarding Review to remediate what the scan found.
- Keep it safe: continuous monitoring as a subscription, because the sprawl doesn't stop.
- Prove it quarterly: a posture review that gives their board and insurer evidence.
Close on confidence
The line that lands: "This is what lets you say yes to AI without crossing your fingers." You're not selling software, you're selling the confidence to adopt. That's a renewal, not a transaction.
Walk into the next QBR with findings.
Register free, run a risk check on a client tenant, and bring the report to your next review.
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