# Tool selection checklist

> Write weights, run scripted tasks, and score sending, design, automation, and agent surfaces separately. Prefer primary docs over demo promises.

## Before demos

- Business context and must-have jobs written down
- Rubric weights agreed by stakeholders
- Sample templates and event schema prepared

## Scripted tasks

- Send a transactional test with idempotency
- Build or generate one on-brand marketing email
- Publish a two-step automation with a test trigger
- Attempt the same jobs via API or MCP if agents matter

## Commercial and risk

- Pricing model understood at your real volume
- Data export and template export verified
- Security review of SSO, roles, and key scoping
- Honest note on integration coverage versus speed

## Decision hygiene

- Scores entered before vendor follow-ups rewrite memory
- Compose-versus-consolidate decision explicit
- 30-day implementation slice defined

**Canonical:** https://sendemails.dev/checklists/tool-selection

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