Use this guide to structure a decision. Verify current product, policy, and operating details before acting.
Define the implementation boundary
A provider brief should say which workflows, platforms, data types, and handoff artifacts are in scope. Broad AI claims are not a substitute for a concrete delivery boundary.
Ask for relevant proof
Review examples that match the proposed task, including outputs, testing notes, operating ownership, and limitations. Keep confidential client material out of public profiles.
Plan for handoff
Useful services include documentation, permissions, monitoring expectations, and a route for changes. Confirm these details before agreeing to an implementation.
Leave with an actionable checklist
Output: A provider due-diligence brief covering identity, relevant proof, scope, security, acceptance, and handoff.
- 1
Confirm the public identity, region, language, and accountable contact.
- 2
Request examples that match the proposed job, with confidential data removed.
- 3
Write scope, exclusions, client inputs, approvals, deliverables, and acceptance checks.
- 4
Confirm permissions, subcontracting, monitoring, support, handoff, and exit terms.