Questions worth asking any vendor
A short RFP-style checklist for practice systems. Use it with us or anyone else. Good discovery beats glossy demos.
How this works
Questions that raise the bar
RFP-style prompts a serious practice should ask any builder, including us.
- Not SaaS. Custom systems scoped after discovery.
- Not guaranteed ROI. Outputs help you decide if a build chat is worth it.
- Demo for proof of shape. Try the portal, then book if it matches.
Illustrative only. Custom builds scoped after discovery. Not guaranteed ROI and not a SaaS catalogue.
RFP-style checklist
Questions a practice should ask
Tick the ones you will press in discovery. Use them with us or anyone else.
Marked to ask
10 / 10
Selected questions for your vendor conversations
Expert stance
Discovery first
Good questions beat glossy demos every time
Take this into discovery
10 questions ready for a serious vendor conversation
- Custom systems should map your ops before proposing a build.
- Ask where Xero stops and the practice system starts.
- Demand a written project price after discovery, not a vague monthly maybe.
Illustrative only. Custom builds scoped after discovery. Not guaranteed ROI and not a SaaS catalogue.
Or see the practice value assistant and all practice tools.
Email me this checklist
Optional. We will send the marked questions back as a short prep note.
Prefer to talk? Book a discovery call.
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Next steps
Ready to map the real workflow?
Book a free discovery call. We will talk through chase, packs, and handoffs in your firm and tell you if a custom build is the right next step.