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PROMPT LIBRARY · USE AI ON VENDORS ← BACK TO RESOURCES

Ask AI · interrogate the vendor.

35+ ready prompts that turn an AI into your vendor due-diligence team. Paste in the pitch deck, the pricing page, the demo notes · get the holes, the hidden costs, the red flags. Pair this with the SCALE Vendor Eval on the back end.

Pick your phase. Pick your prompts.

Vendor decisions move through four phases. Each one needs a different lens. Match the phase to the prompt set below.

01 · DISCOVERY

Who's even on the table?

Competitive Intelligence + Cost & Contract Analysis prompts.

02 · EVALUATION

Will it actually work for us?

User Experience Validation + Implementation Reality Check.

03 · DECISION

Make the case internally.

ROI & Value + Stakeholder Alignment prompts.

04 · CONTRACTING

What happens when it breaks?

Scenario Stress Testing + Future-State Planning.

★ START HERE · THE POWER TRIO

Three prompts. Every vendor. Always.

If you only ever use three prompts from this library, use these. Run them on every vendor that makes it to your shortlist. The pattern is "Act like {role}. {Specific ask}. Return {N concrete things}."

★ COST REALITY CHECK

The CFO's analyst.

Act like a CFO's analyst. Review this vendor's pricing and identify 3 potential hidden costs.
★ UX VALIDATOR

The EX researcher.

Act like an employee experience researcher. Based on user reviews, identify the top 3 frustrations with {Vendor}.
★ RISK ASSESSOR

The PM.

Act like an implementation project manager. Create a realistic timeline and identify 3 potential roadblocks for our {size/complexity} organization.

💰 COST & CONTRACT ANALYSIS

What does this really cost?

PHASE 01 · DISCOVERY
CFO'S ANALYST

Act like a CFO's analyst. Review this vendor's pricing page and identify 3 potential hidden costs or unclear pricing terms.

PROCUREMENT SPECIALIST

Act like a procurement specialist. Compare the contract terms of {Vendor A} vs {Vendor B}. Highlight red flags.

BUDGET ANALYST

Act like a budget analyst. Calculate the 3-year TCO including licenses, implementation, training, support, and API overages.

VENDOR NEGOTIATOR

Act like a vendor negotiator. Based on {Vendor}'s position, suggest 3 negotiation strategies.

🔧 IMPLEMENTATION REALITY CHECK

Will it actually go live by Q3?

PHASE 02 · EVALUATION
PROJECT MANAGER

Act like an implementation project manager. Create a realistic timeline and identify 3 potential roadblocks.

CHANGE MANAGEMENT EXPERT

Act like a change management expert. Analyze the tool's learning curve and create a user adoption strategy.

IT SECURITY OFFICER

Act like an IT security officer. Review {Vendor}'s security documentation and flag gaps.

INTEGRATION SPECIALIST

Act like a systems integration specialist. Map out integrations and identify potential data flow issues.

👤 USER EXPERIENCE VALIDATION

Will my team like using this?

PHASE 02 · EVALUATION
EX RESEARCHER

Act like an employee experience researcher. Identify the top 3 frustrations with {Vendor} and suggest demo questions.

UX ANALYST

Act like a UX analyst. Compare the mobile experience of {Vendor A} vs {Vendor B}.

HR BUSINESS PARTNER

Act like an HR business partner. Translate this feature list into employee benefits.

FRONTLINE MANAGER

Act like a frontline manager. How will {Vendor} change my daily workflow?

🕵️ COMPETITIVE INTELLIGENCE

What does the market actually think?

PHASE 01 · DISCOVERY
MARKET RESEARCHER

Act like a market researcher. Analyze news, funding, and leadership changes for {Vendor}.

VENDOR ANALYST

Act like a vendor analyst. Is {Vendor} prioritizing enterprise or SMB market?

DUE DILIGENCE SPECIALIST

Act like a due diligence specialist. Search for compliance violations or breaches in the last 24 months.

MARKET INTELLIGENCE

Act like a market intelligence analyst. Compare {Vendor A} vs {Vendor B} on innovation speed.

📈 ROI & VALUE REALIZATION

Make the case to the CFO.

PHASE 03 · DECISION
FINANCE PARTNER

Act like a finance partner. Identify 3 measurable KPIs to track post-implementation.

PEOPLE ANALYTICS LEAD

Act like a people analytics lead. Compare engagement metrics pre- and post-deployment.

HR TRANSFORMATION LEAD

Act like an HR transformation lead. Break down short-term vs long-term cost offsets.

PRODUCTIVITY ANALYST

Act like a productivity analyst. Calculate time savings across the organization.

👥 STAKEHOLDER ALIGNMENT

Get the team on board.

PHASE 03 · DECISION
INTERNAL COMMS LEAD

Act like an internal communications lead. Draft an announcement highlighting WIIFM for employees.

SKEPTICAL MANAGER

Act like a skeptical manager. Identify resistance points and address them with data.

HRBP

Act like an HRBP. Translate strategic benefits into team-level value.

EMPLOYEE ADVOCATE

Act like an employee advocate. Draft FAQ responses on security, workload, and job-security concerns.

🧪 SCENARIO STRESS TESTING

What if it breaks?

PHASE 04 · CONTRACTING
BUSINESS CONTINUITY PLANNER

Act like a business continuity planner. Map out impact if {Vendor} goes down for 48 hours.

GLOBAL HR LEAD

Act like a global HR lead. Identify gaps for our geographies and time zones.

TECH AUDIT COMMITTEE

Act like a tech audit committee. Simulate a quarterly review and surface red flags.

CRISIS MANAGEMENT LEAD

Act like a crisis management lead. Draft an incident response plan.

🔮 FUTURE-STATE PLANNING

Will it still serve us in 18 months?

PHASE 04 · CONTRACTING
FUTURE-STATE PLANNER

Act like a future-state planner. Evaluate scalability as our headcount doubles.

RELATIONSHIP MANAGER

Act like a vendor relationship manager. Identify negotiation leverage we'll have at renewal.

TECHNOLOGY STRATEGIST

Act like a technology strategist. Align {Vendor}'s roadmap with future HR-tech trends.

Run the play.

01

Start with the Power Trio

Every vendor. Always. Three prompts, three answers, ten minutes.

02

Pick 2-3 per phase

Don't run everything. Match the lens to where you are in the decision.

03

Add your context

Swap {Vendor} for the name. Swap {size/complexity} for yours. Paste in the pitch deck.

04

Chain for depth

Feed one prompt's output into the next. Surface what one pass misses.

Take the full prompt library.

35+ prompts · 8 stakeholder lenses · ready to paste into Claude, ChatGPT, Copilot, or Gemini.

↓ DOWNLOAD .docx