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What should I request when asking for a sample or pilot?

A checklist of written requests for a reseller's sample or pilot: coverage, formats, tasks and splits, defect reporting, known limits, licence questions, practitioner review and success criteria.

Put these requests in writing when you ask for a sample or pilot.

- **Coverage:** name the product types and exception types you want, so the sample covers what your customers will search for. - **Formats:** list each record family and file format you need, with the schema version and a manifest describing them. - **Tasks and splits:** ask for task definitions with expected outcomes and a split between training and evaluation cases. - **Defect path:** ask how a defect is reported and how a corrected sample is issued and versioned. - **Known limits:** ask for a note of known limits and grounding gaps, and run your own disclosure and similarity checks. - **Licence questions:** ask about listing, sublicensing, redistribution, field of use and required disclosures. - **Practitioner review:** arrange for a practitioner to read a handful of cases before you commit to a listing. - **Success criteria:** agree what a good result looks like, in terms of your intake checks, before the sample arrives.

Putting these requests in writing turns a sample into a structured test of fit, content and terms rather than an informal look.

Audience:
Licensed resellers
Content type:
Checklist
Buyer question:
Scope and getting started

Content release: r-a220eb6e099b243b

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