All relationship templates

Customer–Vendor Services

Business

Customer ↔ Vendor Services

Who it is for

A customer and a services vendor checking whether the engagement is working on both sides.

Who it is not for

A finished engagement with nothing ongoing, or a disagreement headed for a lawyer.

The Aspects both people answer

Each Aspect is one question, answered by both people from 1 to 5. The two ends are named with the question, and a low answer is a position on the scale rather than a wrong one.

  1. How clearly is the scope of the work written down?

    Nothing in writingExplicit and current
  2. How reliably are the committed dates met?

    Routinely missedMet
  3. When the customer wants something added, how does that get handled?

    Ad hoc, resentfullyA stated process
  4. How predictable are the updates each side gets?

    Silence until askedRegular and expected
  5. How well do the payment terms match what each side expected?

    ContestedClear and met

Basic · $8.95/mo

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Product news

A note when we ship something that changes how the product works. No schedule, and every message says how to stop.