Technical Expert Verification Checklist

Use these questions to record your evaluation. Print or save as PDF to keep your answers; selections are not saved after closing or reloading this page.

1. Named technical expert

Is a real person identified for the relevant domain?

2. Current supplier relationship

Is the person’s present connection to the supplier clear?

3. Decision remit

Can you see what they own, review, decide or escalate?

4. Authority limits

Is it clear when another owner or team must take over?

5. Relevant example

Does one example show context, constraint, choice and tradeoff?

6. Claim-source match

Does the cited source support the exact person, team or company claim?

7. Current attribution

Are credentials, projects and outcomes current and correctly attributed?

8. Visible limitations

Are important conditions and boundaries explained?

9. Pre-meeting value

Can you learn something useful before entering a sales conversation?

10. Realistic next path

Is the access, handoff or escalation route credible for this risk?


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