Worksheet 1: Bring a Real Customer Scenario
Bring an example from your own customers: the number of locations, the types of displays, who changes content and what those screens need to communicate. Ask the provider to walk through that scenario.
Look at the everyday work. How do you add a location, change a schedule, give someone access or identify a device that needs attention? Ask to see the workflow rather than relying on a feature name.
Record: evidence shown, provider answer, open question and follow-up owner.
Worksheet 2: Record Who Handles Each Task
Ask who handles onboarding, device setup, content questions and technical issues. Establish where your team stops and the platform provider takes over.
Support hours, escalation routes and any promised response times should be clear before you make commitments to a customer. If a service level matters to your offer, request its terms in writing.
Record: evidence shown, provider answer, open question and follow-up owner.
Worksheet 3: List Costs and Open Questions
Ask what is included, what is optional and what changes as you add devices or customer accounts. Discuss billing, renewal terms and any minimum commitments that apply to your arrangement.
Then map those costs to the service you intend to sell. Installation, content work and ongoing support use your team’s time, even when software pricing looks straightforward.
Record: evidence shown, provider answer, open question and follow-up owner.
Worksheet 4: Capture Access, Branding and Exit Answers
If you want a branded offering, ask exactly which parts of the experience can carry your identity. Discuss account access, customer communications, support materials and the steps required to configure branding.
Ask about customer data and content exports, too. Understand what happens if an account closes or the partnership changes. Clear answers help you set expectations from the start.
Record: evidence shown, provider answer, open question and follow-up owner.