Worksheet

Adviser comparison page

A single-sheet table with two columns, vendor and independent. Rows cover how the adviser is paid, relationships disclosed, documents promised, gaps admitted, alternatives named and upkeep after go-live. A last row holds the owner’s decision, the date and the person who signed it off.

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 “Vendor sales engineer or independent consultant: whose advice to trust”, www.gullysystem.com/blog/vendor-sales-engineer-or-independent-consultant-whose-advice-to-trust