Seven questions
- Which outcomes will you report? Define the primary metric, supporting indicators, costs, period and attribution limits. Booked and collected revenue differ.
- Who is accountable? Agree on responsibility and review milestones.
- What do we retain when we leave? Put ownership, licenses, access, exports and transition support in writing. Third-party software may not transfer.
- Do you receive vendor commissions? Ask for material relationships to be disclosed and recommendations justified against alternatives.
- Can we reconcile media costs? Require access and itemized spend, fees, taxes and credits. Direct billing alone does not prove transparency.
- What is within your control? Separate delivery commitments from forecasts and third-party outcomes. Ask about exclusions and remedies.
- What supports each claim? Ask for the original source, method, scope and limitations.
Evaluate each AI application
Potential uses include triage, follow-up, scheduling, reporting and content assistance. Compare accuracy, cost and impact with a baseline. Use appropriate privacy controls and human oversight. Not every inquiry can be answered or booked automatically.
The reporting test
Request a redacted or authorized example explaining objectives, costs, outcomes, data quality and attribution limits. Awareness work may need supporting indicators before reliable cost-per-outcome figures are available.
These are DigitalOS evaluation recommendations, not claims that a particular tool or provider guarantees growth.
Sources and limitations
Reviewed October 29, 2026. External findings are not DigitalOS experiments or guarantees. Practical recommendations are DigitalOS guidance; research, products and policies can change.
- U.S. advertising-substantiation policy · November 23, 1984
Objective advertising claims require a reasonable basis before publication. This policy does not prove that a particular service improves revenue.
- U.S. endorsement and testimonial guidance
Material relationships and endorsements require appropriate disclosure where applicable; private procurement and other jurisdictions can differ.
- U.S. healthcare privacy guidance for marketing
Guidance for covered entities and relevant activities. Authorization, security and vendor obligations require a case-specific review.
