MarTech & Vendor Evaluation

The problem

Choosing a CRM, marketing platform, or agency partner is expensive to get wrong, and most organizations don’t evaluate vendors with anyone who has actually negotiated these contracts before.

What’s included

• Needs Assessment & Vendor Shortlist: a fast, narrower-scope evaluation to identify the right category of solution and a short list of real candidates
• Full Vendor Evaluation & Selection: RFP process, vendor demos, a scoring rubric, and negotiation support through contract signing

What this looks like

• Requirements gathering: understanding what your team actually needs, not just what a vendor’s sales deck says you need
• Shortlist or full RFP: either a fast shortlist, or, for the full evaluation, a formal RFP process with vendor demos and a scoring rubric your team helps build
• Negotiation: support through contract signing, so you’re not negotiating alone against a vendor who does this for a living

Who this is for

Organizations evaluating a new CRM, marketing technology platform, or agency partner and want someone in the room who’s negotiated these contracts before, not just researched them.