Vendor Evaluation Checklist

Before you sign with an omnichannel vendor.

49 questions worth asking before a contract, not after. Work through them below, then download or send yourself a record of what you found out and what you did not.

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Not started. Every unanswered box here is a question a vendor should be able to answer without hesitating.

01. Work through it liveCheck items off during or right after a vendor call, while the answers are still fresh.

02. Watch for silenceAn unanswered item is not a failed checklist. It is information about the vendor.

03. Keep the recordDownload it as a PDF or email yourself a copy before you move to the next vendor.

Keep a copy for the room.

Export what you have checked, or bring it straight to us and we will answer every line item ourselves.

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