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
- Duplicate the checklist for each agent in a new engagement
- Assign each phase to the team member responsible
- Complete discovery before any prompt writing begins
- Run the eval suite before handoff — minimum 20 test cases
- 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.