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The Lead Vendor Vetting Checklist

Know what you’re buying. Test it fairly. Follow the math to placed policies. Ask ten questions, record the evidence, and run a trial your team can measure.

  • ✓ Ten questions covering the product, source, permission evidence, and terms
  • ✓ A worksheet to separate documented answers from open questions
  • ✓ A trial scorecard that connects lead quality to placed-policy economics
Cover of Jeromy Kovatana’s revised Lead Vendor Vetting Checklist

Operator noteJudge the match between what was promised, what arrived, and what happened next.

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What’s inside

All 10 questions

  1. 01 — What, exactly, am I buying?
  2. 02 — What did the person request?
  3. 03 — Can I inspect a complete sample?
  4. 04 — How do routing and duplicates work?
  5. 05 — Does this product fit our business?
  6. 06 — What happens when a record is invalid?
  7. 07 — Which outcomes can you substantiate?
  8. 08 — Who owns a problem?
  9. 09 — What is the full cost—and how do we stop?
  10. 10 — Can we run a fair, measurable trial?

Next step

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Show up with your numbers. If the teardown isn’t useful in the first 10 minutes, we call it there. No pitch.