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Sample RFP: AI Roleplay & Sales Readiness Platform

A ready-to-send RFP for teams evaluating an AI roleplay and sales readiness platform - written neutrally, as a buyer's questionnaire. It asks questions; it never asserts what any product does.

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Six tabs cover 91 requirements across eleven categories, a vendor profile, a live demo script none of which can be answered with a slide, a self-calculating weighted evaluation for up to three vendors, and the commercial questions people forget to ask until renewal.

What's Inside

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  • Overview - scope, a five-term response key that makes "No" a valid answer, category weighting and timeline
  • Vendor Profile - fifteen factual questions on company, product, customers and commitment, before capability comes up
  • Requirements - 91 rows across authoring, realism and modality, scoring, grounding, coaching, rollout, analytics, integrations, administration, security and support
  • Demo Script - ten things every vendor does live on a shared screen: build one from nothing, time the latency, interrupt the buyer, fail a session on purpose, ship it to your LMS
  • Evaluation - a weighted 1–5 model across three vendor columns that scores itself out of 100
  • Commercials - pricing unit, metered allowances, overages, uplift caps, pilot credit, and how you get your data out on exit
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