Version 23 October 2026. Allow 20–30 minutes for an initial draft; evidence collection takes longer.
This is a blank working tool. Replace the prompts with your own observations; do not treat an unanswered field as evidence.
Understand the buyer
- [ ] A specific buyer and problem are described.
- [ ] Recent examples of the problem are recorded with permission.
- [ ] The current alternative and its cost are understood.
- [ ] Assumptions and evidence are recorded separately.
Make a bounded offer
- [ ] The promised outcome and exclusions are clear.
- [ ] Price, payment terms and delivery dates are written down.
- [ ] Costs and delivery capacity have been checked.
- [ ] Refunds, cancellations and customer questions have a clear route.
Run and review the pilot
- [ ] Customer permission and necessary data handling are agreed.
- [ ] A baseline and success measure are recorded before delivery.
- [ ] Feedback includes failures and unmet expectations.
- [ ] The next decision follows the results, not the original hope.
Working notes
- Unresolved question:
- Evidence needed:
- Next action:
- Owner:
- Review date: