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ChecklistFREE

AI Agent Build Delivery Workflow

Per-agent delivery checklist: discovery → design → prompt tuning → eval → handoff → monitor. Keeps agent builds on track and gives clients a visible delivery standard.

What's Included

  • Discovery phase checklist (8 items)
  • Agent design checklist (6 items)
  • Prompt tuning and iteration log
  • Evaluation criteria template (accuracy, latency, edge cases)
  • Client handoff document template
  • Monitoring and alert-threshold setup guide

How to Use This Template

  1. Duplicate the checklist for each agent in a new engagement
  2. Assign each phase to the team member responsible
  3. Complete discovery before any prompt writing begins
  4. Run the eval suite before handoff — minimum 20 test cases
  5. Share the handoff document with the client before go-live

Who This Is For

  • AI agencies delivering custom agent builds to clients
  • Automation consultants who want a repeatable build process
  • Solo operators who need a personal QA checklist for agent work

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Template FAQ

Does this work for Claude, GPT-4, and other models?

Yes. The checklist is model-agnostic — the phases apply regardless of which LLM the agent runs on.

What counts as a passing evaluation?

That depends on your acceptance criteria. The template includes a blank eval criteria table to define pass/fail for each agent.