Worksheet

Automation vendor question sheet

One sheet, six rows. Each row matches a question in this guide, with columns for the vendor’s answer, the evidence they showed, a score from one to three and the follow-up needed. A box at the foot records the reference call, its outcome and who took it, so the final decision rests on evidence.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Questions to ask before hiring a firm to automate your workflows”, www.gullysystem.com/blog/questions-to-ask-before-hiring-a-firm-to-automate-your-workflows