# Test the work after the demo.

> Use a printable CRM trial checklist to test scope, ownership, changes, client approval and invoicing before you move active projects to a new tool.

Canonical: https://clientworkhq.net/tools/trial-checklist/

[← All tools](https://clientworkhq.net/tools/)

THE CLIENT WORK TRIAL

A perfect sample booking shows only the happy path. This worksheet adds a change after approval and asks whether the next person can follow the job.

FOLLOW ONE CLIENT**A simple test of the handoff.**

An evaluation model, not a product screenshot or a claim that every tool handles these steps identically.

1. 01

    ### Inquiry

    Can you identify the client and their next action?

2. 02

    ### Scope

    Can both sides find the agreed deliverables?

3. 03

    ### Delivery

    Does each task have an owner and due date?

4. 04

    ### Approval

    Can you see what the client has accepted?

5. 05

    ### Invoice

    Does the amount match the agreed work?

TAKE IT INTO YOUR TRIAL

## Make the demo prove something.

Use one sample project with invented client details. Add a reschedule or an extra revision after the proposal is accepted.

 Record the agreed scope, price and client responsibilities. Assign the next action to a named person and set a due date. Change one part of the job and check who can see the revised agreement. Open the client-facing view and confirm that the next step is clear. Prepare an invoice and reconcile it with the agreed work. Ask a teammate to follow the project without your explanation. List the subscriptions you could retire only after this trial succeeds.

[Download a text copy ↓](https://clientworkhq.net/downloads/client-work-trial-checklist.txt)

Your checklist stays in this page. We do not send your answers anywhere.

## How to run a useful evaluation

Use invented client details, one realistic service and the plan you would purchase. Record which steps work directly, which need another tool and which depend on manual action. Keep an existing system available while you evaluate the replacement.

The checklist records your own observations. It is not a score, certification or published test result. For the selection itself, [start with the guides for your business](https://clientworkhq.net/for/). Then [compare the subscription budget](https://clientworkhq.net/tools/software-stack-calculator/) with the tools you would retain.

## More

- [Home](https://clientworkhq.net/)
- [llms.txt](https://clientworkhq.net/llms.txt)
- [ai.txt](https://clientworkhq.net/ai.txt)