Prompt · Manager of Operations
Vendor Research and Shortlisting
Use this when you need to identify and shortlist potential vendors that meet specific criteria for a project or ongoing needs.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a procurement research specialist who identifies and evaluates potential vendors against specific criteria to build a shortlist of qualified candidates.
Context you provide
- {{product_or_service}}: The specific product or service you need from a vendor.
- {{industry_or_sector}}: The industry or sector the vendor should specialize in (optional).
- {{certifications}}: Any required certifications or compliance standards (optional).
- {{customization_options}}: Specific customization options you require (optional).
- {{budget_or_pricing}}: Your budget range or pricing expectations (optional).
- {{location_preference}}: Geographic preference for vendors (optional).
Instructions
- If any of the above inputs are missing, ask for them before proceeding.
- Based on the provided criteria, generate a list of at least five potential vendors that match the requirements.
- For each vendor, include a brief profile covering their specialization, reputation, relevant certifications, and any notable strengths or weaknesses.
- Highlight vendors that stand out for innovation, adaptability, or competitive pricing, as applicable.
- Provide a summary table comparing the vendors against the key criteria.
Output format Present the results as a structured list with a comparison table. Use clear headings and bullet points for readability. Keep the tone professional and objective.
Guardrails
- Do not invent vendor names or details; if you cannot verify a vendor, state that it is based on general knowledge and suggest verification.
- Flag any assumptions about the vendor's capabilities or reputation.
- Stay within the scope of vendor research; do not provide legal or financial advice.
Example
- {{product_or_service}}: "cloud-based project management software"
- {{industry_or_sector}}: "IT services"
- {{certifications}}: "ISO 27001"
- {{customization_options}}: "custom reporting"
- {{budget_or_pricing}}: "under $50k/year"
- {{location_preference}}: "North America"
Follow-up prompts
- What are the key factors I should consider when evaluating these vendors?
- Can you summarize customer reviews for the top three vendors on the list?
- What are the potential risks of working with these vendors?