What’s inside the PDF:
- Data and terms: four questions with answer spaces, training rights first
- The product behind the demo: the log request and the wrong-answer question
- Commercials and exit: pricing drivers, exit terms, references
- A verdict block that forces a written decision
The sheet is designed for the meeting itself, not homework afterwards: filling the answer spaces live changes vendor behaviour, because vagueness becomes visible in real time. The verdict block matters more than it looks: a written “no, because” today is what stops the same vendor consuming another meeting next quarter.
Pair this sheet with the AI-washing guide for the softer signals, and with the consultancy-choosing guide when the vendor is selling services rather than software. The same disclosure applies here as there: I sell in this market, so the sheet is written to be used on me too.
This page and the template are for informational purposes only and do not constitute regulated financial advice, legal advice, or a compliance opinion. Adapt with a qualified professional where regulation applies.