What’s inside the PDF:
- Data and terms: four questions with space for answers, starting with training rights
- The product behind the demo: the log request and the wrong-answer question
- Pricing and exit: what drives the cost up, exit terms, references
- A verdict box that makes you write the decision down
The sheet is meant to be filled in during the meeting, not afterwards. Writing the answers down live changes how vendors respond, because a vague answer is obvious the moment there’s a blank space next to it. Don’t skip the verdict box: a written “no, because…” today is what stops the same vendor taking up another meeting next quarter.
For the meeting itself, questions to ask in an AI demo covers how to keep the demo on your data, and reading an AI vendor contract covers what to check once the paperwork arrives. The AI-washing guide has the softer warning signs, and the consultancy guide applies when the vendor is selling services rather than software. The same disclosure applies here as there: I sell in this market, so use the sheet on me too.
This page and the template are for information only. They aren’t regulated financial advice, legal advice or a compliance opinion. Adapt them with a qualified professional where regulation applies.