Welcome to CORL!

Welcome to CORL! We're excited to help you get started managing your vendor risk. 

You've already met your Account Executive. Let us introduce additional team members you'll be interacting with:

• Navigators: responsible for assessment tracking and reporting. Navigators cover Program Metrics with clients.  
• Risk Advisors: responsible for executive summaries and serving as SMEs on security matters. 
• Customer Success Managers: has overall responsibility for the account and ensuring client satisfaction. Actions include onboarding, QBRs, churn risk monitoring, and renewals (in conjunction with Sales), and ensuring that clients understand the Program Metrics (in conjunction with the Navigator). 

Now that you've signed a contract, CORL will follow an onboarding process to set you up for success. 

Step 1: Depending on which support package you purchased, you'll be assigned a client tier. Depending on the tier, you may have specific CORL personnel assigned to your account or you may be assigned to a pool and the CORL personnel will be assigned as available.

Step 2: Your Account Executive will invite you to kick off meeting where you will be introduced to the CORL vendor assessment process. If specific CORL personnel are assigned to your account, they will be introduced during the meeting.

Step 3: After the kick off call, we will send you an Excel file and ask you to provide your vendor list. We will use this list to add the vendors to the CORL Portal and to create an initial risk profile (IRP). The IRP will tier your vendors according to risk so you can put together a plan for assessing vendors based on risk.

Yes, we love acronyms. Check out Client Portal Glossary if you want the secret decoder ring. 

Step 4: What happens next depends on your client tier. You may be asked to review a Client Playbook. You may be asked to schedule recurring status calls. You may receive personalized onboarding assistance. These final steps will be conveyed during the kick off call so you know exactly what to expect. 

After onboarding is complete, you are ready to start requesting vendor assessments. Let's move on to the next topic in this Quick Start Guide.