TAP TAP GO
Bring scenarios rather than feature requests
Prepare a normal purchase, a refund, a failed transfer and a user-access change. Ask the provider to explain each using the proposed account type. Note what is demonstrated, what is described verbally and what requires another partner or future release. A demo should reduce uncertainty about your operating model. It should not leave a team believing that every feature seen in a sandbox is automatically available in production for its entity and country.
Ask for the supporting artefacts
Request current terms, relevant pricing, sample records and the implementation responsibilities discussed. Assign owners to unanswered questions and set a follow-up date. Keep marketing material separate from contractual commitments. The resulting evidence pack lets finance, operations and technical colleagues review the same proposal from their own perspectives. It also makes competing offers easier to compare without relying on which salesperson gave the most engaging presentation or which interface looked most polished during the meeting.
Hypothetical example
A hypothetical business sees an elegant provider demo but asks to review a returned-payment example. The response identifies a manual support step not visible in the main flow. That does not automatically disqualify the service; it gives the business a concrete operational dependency to assess before signing.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
Background reading — CFPB: prepaid card comparison resources (US context) ↗Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
