Intercom AI Chatbot Buyer's Checklist

What Makes it Great

• Focused on Real-World Concerns: Tackles key buyer priorities such as setup time, data security, and integration, making it highly relevant to IT and customer support decision-makers.
• Structured for Easy Navigation: Uses clear sections and bullet points to help readers quickly find the information that matters most to them.
• Supports Stakeholder Alignment: Includes questions that can be shared across teams (e.g., IT, legal, operations), ensuring the whole buying committee is involved.
• Mitigates Buyer Anxiety: Calls out potential risks like inaccurate responses or data misuse and provides questions to ensure the buyer makes a well-informed choice.
• Highlights Vendor Transparency: Encourages buyers to demand clarity on pricing models, integration requirements, and data usage, which builds confidence in the evaluation process.

🎯 Takeaway Tip

When creating checklists for buyers, address their key concerns head-on with practical, actionable questions that help them evaluate vendors and justify decisions internally. Keep the layout clean and easy to skim for maximum usability.