CMO · Template · Beginner · Saves 20+ hours
Vendor Evaluation Scorecard
A scorecard template for evaluating marketing technology vendors objectively.
What's included
- Evaluation criteria by category
- Weighted scoring model
- Reference check template
- Total cost of ownership model
- Decision documentation
Best used when
- Evaluating new vendors
- Tech stack decisions
- Contract renewals
- Vendor consolidation
- RFP processes
The template
The Template
EVALUATION CRITERIA
| Category | Weight | Vendor A | Vendor B | Vendor C |
|---|---|---|---|---|
| Functionality | 30% | |||
| Core features | /5 | /5 | /5 | |
| Integration capabilities | /5 | /5 | /5 | |
| Ease of use | /5 | /5 | /5 | |
| Performance | 20% | |||
| Reliability/uptime | /5 | /5 | /5 | |
| Speed | /5 | /5 | /5 | |
| Scalability | /5 | /5 | /5 | |
| Support | 15% | |||
| Documentation | /5 | /5 | /5 | |
| Response time | /5 | /5 | /5 | |
| Implementation support | /5 | /5 | /5 | |
| Cost | 20% | |||
| Pricing model | /5 | /5 | /5 | |
| Hidden costs | /5 | /5 | /5 | |
| TCO | /5 | /5 | /5 | |
| Company | 15% | |||
| Stability | /5 | /5 | /5 | |
| Customer reviews | /5 | /5 | /5 | |
| TOTAL | 100% | /5 | /5 | /5 |
REFERENCE CHECK TEMPLATE
| Question | Notes |
|---|---|
| How long have you used them? | |
| What do you use them for? | |
| What's worked well? | |
| What challenges have you had? | |
| How is support? | |
| Would you buy again? | |
| What should we ask for? |
TOTAL COST OF OWNERSHIP
| Cost Element | Year 1 | Year 2 | Year 3 | 3-Year Total |
|---|---|---|---|---|
| License/subscription | $ | $ | $ | $ |
| Implementation | $ | $0 | $0 | $ |
| Training | $ | $ | $ | $ |
| Internal admin time | $ | $ | $ | $ |
| Integration costs | $ | $ | $ | $ |
| TOTAL TCO | $ | $ | $ | $ |
Frequently asked questions
What is the Vendor Evaluation Scorecard?
A scorecard template for evaluating marketing technology vendors objectively.
Who is the Vendor Evaluation Scorecard for?
It is built for CMOs and their teams working on Marketing Operations. The AI coach adapts it to your company, stage, and goals.
How long does the Vendor Evaluation Scorecard take to use?
It saves roughly 20+ hours versus building from scratch. Our AI coach can tailor the template to your situation in minutes, then hand you a step-by-step plan.
Is the Vendor Evaluation Scorecard free?
Yes. You can read the full template and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Vendor Evaluation Scorecard?
The coach teaches you the framework, asks a few questions about your business, tailors the template to you, and gives you measurable next steps to execute.