Best for
Anyone buying services, tools, or subcontracted work.
Use this when
Before signing anything with a recurring cost or a real dependency.
Preview
Before you look
WHAT WE'RE BUYING: [description] WHY: [the problem it solves] BUDGET: [Amount] per [period] MUST-HAVES: 1. [requirement] 2. [requirement] 3. [requirement] NICE-TO-HAVES: [list] DEAL-BREAKERS: [list] DECISION DATE: [Date] | DECIDER: [Name]
The rest of this resource is for members
Members get the complete Vendor Evaluation Checklist, one-click copy, saved favorites, and every other resource in the library for $149 per month.
One-click copy unlocks with membership
Contracts create binding obligations. Have significant agreements reviewed by a qualified professional, particularly around liability, data ownership, auto-renewal, and termination.
Related resources
- Business OperationsFree
New Client Onboarding Checklist
The first two weeks, mapped out — so every new customer gets the same confident start.
Client LifecycleoperationsonboardingRead it now - Business OperationsMembers
Client Intake Questionnaire
The questions to ask up front so you're not chasing basics halfway through the work.
Client LifecycleoperationsintakePreview - Business OperationsFree
Weekly Business Planning Template
A 20-minute Monday routine that decides the week instead of letting the week decide you.
PlanningoperationsplanningRead it now
