Before You Start
Have the following ready:- Cloud marketplace account with permission to purchase SaaS products (typically your billing admin or procurement team).
- Business email you want to use as the primary contact.
- Rough framework list — which compliance frameworks you’ll pursue (ISO 27001, SOC 2, HIPAA, etc.). Exact selection can be refined later.
- Approximate employee count — active employees who will be tracked in the compliance program.
If you already know you need custom terms (multi-year, specific SLAs, additional add-ons), reach out to sales@lowerplane.com first. We can send you a private offer on your chosen marketplace so the numbers and terms match your negotiation.
Step 1 — Find The LowerPlane Listing
Search for “LowerPlane” in your cloud provider’s marketplace:- AWS
- Azure
- GCP
- Oracle
Open AWS Marketplace → search “LowerPlane” → open the LowerPlane SaaS Contract listing.
Step 2 — Subscribe
Click Subscribe / Get It Now / Purchase
The exact button label depends on the marketplace, but the effect is the same: you’re accepting the contract terms shown on the listing.
Confirm contract terms
Confirm the term length and any private-offer details displayed. Your marketplace records the contract at this point — billing runs entirely through your cloud provider from here on.
Step 3 — Complete The Setup Form
The setup form collects the details we need to provision your workspace correctly: Contact| Field | Notes |
|---|---|
| First name / Last name | Primary contact |
| Business email | Where we send activation and sign-in emails |
| Phone | Used only if we need to reach you during setup |
| Company name | Legal or operating name (used on your workspace) |
| Country / Region | For data-residency and tax records |
| Postal code | Tax records |
| Field | Notes |
|---|---|
| Frameworks needed | How many compliance frameworks you plan to pursue |
| Approximate employee count | Active employees to be tracked |
You’ll immediately receive a confirmation email at the address you entered. If it doesn’t arrive within a few minutes, check spam or add
no-reply@lowerplane.com to your allow list.Step 4 — Wait For Activation
Within one business day, a LowerPlane representative reaches out to:- Confirm your framework selection matches your actual program (e.g., which SOC 2 Trust Service Criteria are in scope).
- Confirm your employee count / sizing.
- Confirm any add-ons that were part of your contract (TPRM Advanced, Trust Center Advanced).
- Walk you through anything specific to your organization (custom domain for Trust Center, SSO configuration, etc.).
Step 5 — Sign In And Onboard
Click the sign-in link in the activation email and set your password (or link SSO). Everything from here works like any LowerPlane workspace:Set Up Your Organization
Complete the quick-start guide to enable frameworks and connect your first integrations.
Connect Integrations
Wire up cloud providers, identity providers, and security tools for automated evidence collection.
Onboarding Checklist
Follow the checklist to invite team members, enable frameworks, and hit audit-ready status.
Trust Center
Publish your compliance posture publicly to close deals faster.
Troubleshooting
I clicked Subscribe but never saw the LowerPlane form
I clicked Subscribe but never saw the LowerPlane form
The marketplace redirect may have been blocked by a pop-up blocker or a corporate proxy. Email support@lowerplane.com with your marketplace order confirmation — we can look up your entitlement and continue the flow manually.
The form says my token is invalid or missing
The form says my token is invalid or missing
Entitlement tokens are single-use and time-bounded by the marketplace. If yours expired, return to the marketplace listing, click Manage your subscription, and use the Set up your account link there to generate a fresh token.
I haven't heard from anyone after a business day
I haven't heard from anyone after a business day
Check your spam folder for a message from
sales@lowerplane.com. If nothing turns up, email that address directly with your reference id.I picked the wrong framework count on the form
I picked the wrong framework count on the form
Not a problem — the form is a starting point. Mention the correction when our team reaches out and we’ll adjust before activating your workspace. If a change requires a different contract size, we may need to issue a new private offer on the marketplace.