
For your company
Money & Vendors
Module · Test the claims before you sign
The Vendor & Pitch Check
Every vendor demo works. The question is whether it works on your data, your edge cases, and your terms. This module checks whether you can put a claim to the test before you commit: proof on your own data, an exit you can actually take, ownership of what you feed in, and references who will tell you the truth.
What the five levels look like
Every dimension in this assessment is scored 1 to 5. This is what the levels mean, dimension by dimension. The graded report diagnoses where your own answers land and what to do about it.
Proven on your data
- 1Take claims on trust
- 2Demo only
- 3Reference data test
- 4POC on our data
- 5Paid pilot, our data
At the low end: Taking claims on trust means buying a demo, not a capability. Before you sign, require a proof of concept on your own data; a vendor who refuses is answering the question for you. What good looks like: A paid pilot on your data is the strongest pre-purchase test there is. Define success metrics up front so the pilot gives a verdict, not just a good feeling.
Exit is written in
- 1No exit terms
- 2Long lock-in
- 3Standard notice
- 4Clear exit clause
- 5Exit and transition rights
At the low end: A contract with no exit terms is one you will not be able to leave when the tool disappoints. Negotiate the exit now, while you still hold the leverage a signature gives you. What good looks like: A clear exit with transition rights keeps the vendor honest for the life of the deal. Test the offboarding path on paper before you need it, not during a dispute.
You own your data
- 1Never checked
- 2Vendor-favourable
- 3Ambiguous terms
- 4Ownership retained
- 5Retained, reuse blocked
At the low end: Unchecked ownership terms often default to the vendor's favour. Read the training and reuse clauses before signing; ownership contested after the fact is ownership already lost. What good looks like: Retained ownership with reuse explicitly blocked is the terms to hold. Re-check the clause on every renewal; vendors update terms in their favour and count on you not reading them.
Lock-in is limited
- 1Deeply locked in
- 2Hard to move
- 3Some friction
- 4Portable with effort
- 5Cleanly portable
At the low end: Being deeply locked in means the switching cost, not the tool's quality, decides whether you stay. Before adding another, map what already traps you and start reducing it. What good looks like: Clean portability is leverage you keep for the whole relationship. Preserve it deliberately: every proprietary workflow you adopt trades a little of it away.
References were real
- 1No references checked
- 2Vendor-supplied only
- 3Checked their list
- 4Found our own
- 5Spoke to churned users
At the low end: Checking no references, or only the vendor's, means hearing only the story they curated. Find customers they did not choose: your size, your industry, ideally ones who left. What good looks like: Speaking to churned and independently-found users is diligence most buyers skip. Ask them what they wish they had known; that is the intelligence the pitch is built to hide.