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Chapter 1 · The promise and what it hides
1.3 The grid before signing: four questions, and the disqualifying answers
Four questions suffice, asked in writing, answers kept. They require no expertise, and they sort better than a month of trial:
The question
The disqualifying answer
1 · Who actually produces the work? Who writes the messages, who picks the targets, who picks up the phone: names, a team, a tenure, not "our expert pool"
Vagueness about the people, a team "being staffed", or discovering everything goes to subcontractors
2 · What share is automated? How many messages leave without a human reading them, with what real personalization, and who answers when a prospect answers
"Our AI personalizes every message" without being able to show three real sent examples
3 · What happens if nothing comes? At what deadline the assessment is made, on which figures, and what the contract provides: refund, free extension, exit
"That never happens", or a guarantee that restarts the clock instead of returning the money
4 · What is the real commitment? Contract, side subscriptions, notice period, and the all-in total cost of year one, written on one line
A total that cannot be written on one line, or third-party subscriptions "at your expense" found in an annex
Note what this grid does not demand: guaranteed results. Nobody honest can guarantee clients, yours is a trade, a market, a cycle. The grid tests something else: transparency about the real work. A professional answers the four questions precisely and without taking offence; a storefront negotiates, embellishes or bristles. And if the four answers are good, chapter 7 will tell you what to entrust to them, because there are good purchases to make, once the split of roles is set.
And now, let's turn the page: the assessment is made, it will occupy no more of this document. The real question is not "why didn't it work", it is "what can work, for you, with your means". It begins with a calculation, chapter 2's.