Buying guide: from shortlist to first run

Everything in this section happens after you have a shortlist and before you have a working campaign. It is the part buyers skip, and it is the part that determines whether a disappointing result can be diagnosed or only regretted. Three questions carry the weight: how much a run actually needs, how to structure a first run so it produces evidence, and which warning signs justify walking away while it still costs nothing.

The order matters. Size the budget first, because an underfunded run cannot be interpreted. Write the pass conditions second, before any money moves, because conditions written afterwards are conclusions. Check the warning signs throughout, since most of them appear in the conversation rather than in the product.

3 pieces in this section

What to do between shortlisting and paying: size a first budget, run a controlled test, and check the warning signs that predate most complaints.

Running a small controlled test

A repeatable protocol for a first paid run: what to fix, what to vary, which records to keep, and the pass conditions to write down before you start.

01

Red flags before you pay

Fourteen warning signs grouped by severity, from marketing language that promises outcomes to support behaviour that predicts how a dispute will go.

02

What budget a run needs

The cost stack of a volume run line by line, an illustrative worksheet you can copy, and the floor below which a run cannot produce a readable result.

03

The sequence, and what stops it

Each stage produces something you keep. If a stage cannot produce its output, that is the signal to stop rather than to push on and hope the next stage clarifies it.

Stage What you produce What stops the process here
Shortlist Two or three candidates that pass the nine criteria on paper No candidate will describe its custody model in writing
Questions Written answers you can quote back later Answers arrive only by voice, or change between messages
Price expression A single total for a defined run, in writing, including failures A fee exists that was never mentioned until you asked twice
Contract Terms covering refunds, cancellation, records and failure There are no written terms, or they contradict the sales conversation
Test run A record sheet, an export, and a reconciliation against the chain Records cannot be exported, or do not match the chain
Scale or stop A decision with a reason attached to it The pass conditions were not met and are being rewritten

Where this section sits

The criteria section defines what each stage is checking for, and the comparisons section explains the structural choices you will have made by the time you reach a contract.

Criteria

The measurable properties of a volume tool: custody, venue coverage, control surface, failure reporting and the questions that expose each one.

CRI

Comparisons

Class-level comparisons rather than product rankings. Pricing structures, interface models and hosting models, each with the trade-off it hides.

COM