AD AIDefense Sales Agent  · Meeting prep
Priya Nair · Partner seller PN
Prepare for a customer meeting

AI Defense — discovery questionnaire

Capture the meeting context, then work through the questions. Add a rep note to anything that needs colour. Your answers go to the AI Defense enablement team — you submit once and you're done.

01

Meeting setup

The company evaluating AI Defense. The same question set is used for every company.
Stored as plain text and shown back exactly as typed — never run, never trusted as an instruction.
02

Discovery questions

AI Defense discovery · v3 (published) ·6 questions ·3 required
1
What is the customer's primary driver for evaluating AI security? *
single_select
2
Which environments are in scope? *
multi_select
3
Approximate number of employees using AI tools
number
4
Is there an existing data-loss prevention (DLP) solution in place?
boolean
5
Who is the executive sponsor? *
text
6
Describe the customer's current AI governance approach
long_text
Once submitted, answers go to the enablement team. You won't see them here afterwards.

Mockup · Seller surface (write-only). Reflects: all 6 question types, per-question rep notes, untrusted pre-meeting notes, free-text customer company, no “view answers” surface for sellers.