Free kit · 16 pages
Buy the right AI tools. Skip the expensive mistakes.
A free 16-page kit that takes you from the first idea to the renewal decision in 10 steps, with templates you can copy.
- 10 templates, including an RFP and a weighted scorecard
- 17 questions to ask every vendor
- 30 red flags across the buying process
16 pages · PDF · Free
What’s inside
10 steps, from the first idea to renewal
01
Define the job
Define
02
Build the business case
Justify
03
Build the shortlist
Shortlist
04
Run the demo
Demo
05
Score the vendors
Score
06
Check security, privacy & data
Secure
07
Run the pilot
Pilot
08
Negotiate the deal
Negotiate
09
Roll out and drive adoption
Roll out
10
Review and renew
Review
How it works
Practical, not theory
Do this
Five actions that make each step work.
Red flags
Three warning signs to walk away from at each step.
Templates
A table, checklist or question list to copy for every step.
RFP & comparison matrix
Send one request and compare vendors side by side.
Who it’s for
Built for teams that sell
Heads of sales & marketing
Buy with a process your finance team will sign off.
RevOps & operations
Run demos, pilots and renewals the same way every time.
Founders
Avoid annual contracts for tools your team won’t use.
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