Buyer templates
Copyable checklists for AI stack decisions.
Practical, vendor-neutral checklists for piloting a tool, rolling out a policy, or reviewing a vendor's pricing and security terms — plus a short decision-memo template for recording the call. Copy any checklist without signing up.
Buyer template · Pilot checklist
AI Tool Pilot Checklist
A step-by-step checklist for piloting a new AI tool with one team before buying seats broadly.
13 checklist items · Updated 2026-07-01
Open template →Buyer template · Policy checklist
Meeting Notes AI Policy Checklist
A policy checklist for rolling out AI meeting notes and transcription without recording the wrong meetings or exposing sensitive context.
9 checklist items · Updated 2026-07-01
Open template →Buyer template · Rollout checklist
Coding Assistant Rollout Checklist
A rollout checklist for adding an AI coding assistant without weakening code review, secrets handling, or licensing discipline.
11 checklist items · Updated 2026-07-01
Open template →Buyer template · Due-diligence checklist
Vendor Pricing and Security Review Checklist
A due-diligence checklist for reviewing an AI vendor's pricing terms and security posture before signing.
9 checklist items · Updated 2026-07-01
Open template →Buyer template · Decision memo
AI Stack Decision Memo Template
A short decision-memo template for writing up why your team chose, or did not choose, a specific AI stack.
7 checklist items · Updated 2026-07-01
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