What should a reseller specify when requesting a first sample?

Use this checklist to write a sample brief that connects your planned resale product to inspectable generated material, without assuming coverage that has not been scoped.

- Name the downstream task: specify whether customers will train correction proposals, evaluate approval decisions or exercise agents through an interactive posting process. - Select the business domain: identify the record types and operational vocabulary customers need, rather than requesting generic adjustments across unrelated industries. - State local conventions: request the date formats, currency representations and terminology required by the customer product, including how ambiguous dates should be resolved. - Set the evidence boundary: identify which documents the agent receives and which facts should remain unavailable until a permitted information request succeeds. - Define customer tooling constraints: describe ingestion limits, supported file formats and whether customers can run an environment or only consume static records. - Name excluded capabilities: state whether tax interpretation, external system access or accounting advice sits outside the proposed sample’s intended assessment scope. - Set the acceptance method: identify who reviews business plausibility, who validates technical ingestion and what evidence would justify expanding beyond the sample.