What I screen for
Most vendor problems aren’t technical—they’re expectation problems. I look for the gaps that turn into missed deadlines, scope creep, and awkward “we thought you meant…” conversations.
You’ll get a clear read on whether the vendor can deliver, what you need to lock down in writing, and what questions to ask before you commit.
Scope
What you get from a screening
A practical review that keeps the end client opaque during screening and helps you make a clean yes/no decision—or renegotiate terms with confidence.
Offer and scope review
I translate the proposal into plain English: deliverables, assumptions, exclusions, timelines, and what “done” actually means.
Risk and red-flag check
I look for vague language, unrealistic promises, missing ownership terms, and process gaps that usually show up later as conflict.
Fit and process alignment
We confirm communication cadence, decision roles, review cycles, and what the vendor needs from you to stay on track.
Decision-ready next steps
You leave with a short action list: questions to ask, terms to clarify, and a recommended path forward.
Process
How it works
I keep this simple and fast. You send what you have, I review it, and I talk through the decision with you.
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1) Send the materials
Proposal, scope, contract, emails, and any notes on what you’re trying to accomplish.
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2) Review + call
I flag risks, write down the questions that matter, and I walk through them with you on a short call.
