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.
Describe the offer
- [ ] A named buyer segment and use case are clear.
- [ ] Product specification, quality and available volume are documented.
- [ ] Price, currency, payment terms and delivery limits are clear.
- [ ] Required local standards or approvals have been checked.
Prepare to deliver
- [ ] Production capacity and lead time are realistic.
- [ ] Packaging, logistics, traceability and returns are understood.
- [ ] Working capital needs and payment risks are recorded.
- [ ] A responsible contact can respond to buyer questions.
Follow the connection
- Introduction date and permission:
- Buyer meeting or accepted opportunity:
- Order or transaction evidence, if any:
- Delivery and customer feedback:
- A listing or introduction must not be reported as a completed sale.
Illustrative example — not a real transaction
- A hypothetical producer receives a buyer introduction but no order. Record one introduction, zero verified sales, and the next follow-up date. Do not infer revenue or employment.