Vendor Evaluation Scorecard Generator
Marketing LeadershipintermediateClaude 3.5 Sonnet or GPT-4o. Both excel at creating structured comparison frameworks and weighted scoring systems. Claude handles complex multi-criteria analysis slightly better; GPT-4o is faster for generating detailed vendor research summaries.
When to Use This Prompt
Use this prompt when your marketing team is evaluating 2-4 vendors for a significant marketing technology investment. It's ideal for CMOs and marketing leaders who need a structured, objective comparison to present to stakeholders and justify budget allocation decisions.
The Prompt
I need to evaluate and compare [NUMBER] marketing vendors for [VENDOR_TYPE: e.g., marketing automation, analytics platform, content management system]. Create a comprehensive evaluation scorecard that will help my team make an informed decision.
## Evaluation Criteria
Include the following weighted categories:
- **Functionality & Features** (30% weight): Core capabilities, integrations, customization options
- **Cost & ROI** (25% weight): Total cost of ownership, pricing model, implementation costs, expected ROI timeline
- **Vendor Stability & Support** (20% weight): Company financial health, customer support quality, roadmap transparency
- **Implementation & Ease of Use** (15% weight): Onboarding time, learning curve, training resources
- **Security & Compliance** (10% weight): Data protection, compliance certifications, audit trails
## Scorecard Structure
For each vendor, create:
1. A scoring table with criteria, weight, score (1-10), and weighted score
2. Pros and cons summary (3-4 bullets each)
3. Risk assessment (high/medium/low)
4. Implementation timeline estimate
5. Recommended next steps
## Vendors to Evaluate
[LIST_VENDORS: e.g., Vendor A, Vendor B, Vendor C]
## Additional Context
- Our team size: [TEAM_SIZE]
- Annual marketing budget: [BUDGET]
- Key priorities: [PRIORITIES: e.g., ease of use, advanced analytics, API flexibility]
- Timeline for decision: [TIMELINE]
Provide a final recommendation summary comparing all vendors and highlighting which best fits our needs based on the weighted scoring.
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Tips for Best Results
- 1.Include specific vendor names and your actual budget/team size in brackets—generic prompts produce generic scorecards that lack decision-making power.
- 2.Request a final recommendation rather than just a scorecard—this forces the AI to synthesize data and help you actually choose, not just compare.
- 3.Ask for risk assessment and implementation timelines alongside scoring—these often reveal hidden costs or delays that pure feature comparisons miss.
- 4.Generate this scorecard twice with different weighting schemes if your stakeholders disagree on priorities—it shows how priorities shift recommendations and builds consensus.
Example Output
# Marketing Automation Platform Evaluation Scorecard
## Vendor A: HubSpot
| Criteria | Weight | Score | Weighted Score |
|----------|--------|-------|----------------|
| Functionality & Features | 30% | 8 | 2.4 |
| Cost & ROI | 25% | 6 | 1.5 |
| Vendor Stability & Support | 20% | 9 | 1.8 |
| Implementation & Ease of Use | 15% | 8 | 1.2 |
| Security & Compliance | 10% | 8 | 0.8 |
| **Total Score** | | | **7.7/10** |
**Pros:**
- Excellent user interface with minimal learning curve
- Strong customer support and extensive documentation
- Robust CRM integration and workflow automation
**Cons:**
- Higher pricing tier for advanced features
- Limited customization without developer resources
- Steep learning curve for advanced automation
**Risk Assessment:** Low
**Implementation Timeline:** 6-8 weeks
**Recommendation:** Strong fit for mid-market teams prioritizing ease of use and support quality.
## Final Recommendation
Based on weighted scoring, HubSpot (7.7) edges out Marketo (7.2) due to superior ease of use and support, though Marketo offers more advanced customization for enterprise needs.
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Related Reading
Get the Full AI Marketing Learning Path
Courses, workshops, frameworks, daily intelligence, and 6 proprietary tools — built for marketing leaders adopting AI.
Trusted by 10,000+ Directors and CMOs.