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Free resource · For buyers
The AI implementation buyer's brief.
A sharp brief selects for delivery; a vague one selects for sales polish. This free, two-page template forces you to decide what “done” means before you spend — and lets a serious provider tell you, fast and honestly, whether they can deliver it.
What's inside
Nine sections, each with a short prompt and a worked example. Copy them into your own document, answer them, and delete the guidance. Keep the whole thing to two pages — if a section runs long, your scope is probably not yet decided.
1. The problem, in one paragraph
State the business problem before any solution.
2. Success criteria and metrics
Define what “working” means in numbers you can check.
3. Scope and deliverables
What's in, what's out, and the definition of done.
4. Data and access
What you have, its quality, and how a provider reaches it.
5. Constraints
Regulatory, security, technical, and operational boundaries.
6. Budget band
A band tied to value — not a single anchored figure.
7. Timeline and milestones
The deadline, what drives it, and a stop-after-pilot point.
8. Evaluation rubric
Score proposals on delivery evidence, decided before you read them.
9. Questions for the first call
Five questions that separate shippers from demoers.