Designed-In Checklist

Mark what you can confirm today. Print or screenshot before the call.

Pick the family

One high-repeat configurable family beats a catalog tour. Name the SKU pattern where buyers wait on CAD while a competitor sends a file first.

We can name one repeat family (conveyor / spool / flange / fixture pattern, or yours).
That family shows up in multi-bid RFQs or mid-call sizing more than once a month.
This family shares option rules across quotes (repeatable, not a pure one-off).

STEP readiness

We need one correct STEP (3D CAD export) as the source of truth.

We can send one correct STEP (or equivalent CAD export) of the family as built today.
The file reflects real shop conventions (gauge, features, mating interfaces).
An engineer can confirm “this STEP is the truth” within a few business days of kickoff.

Dimension ranges & rules

Buyers need known limits. List what may change, how far, and what must stay locked.

We can list the sizes and options buyers change (length, diameter, pitch, options…) with min / max / steps.
We know which combinations are invalid (or can decide them on a short scoping call).
Units and naming match how sales already quotes the family.

Sales owner

Someone must run a real buyer config on the live share within 30 days of go-live. Software without a champion stalls.

A named sales owner / champion will use the branded share mid-call.
That person can join a 20-30 min discovery and a short enablement after go-live.
The champion is sales, owner, or eng lead (with IT as needed).

STEP vs drawings

What does engineering need to accept a buyer configuration in the next 30 days?

A STEP file when the configuration passes your rules is enough for eng to startFits Validation PilotFull PDF drawing packages are required inside the first pilotScoped after pilot; we map drawings as a follow-onERP or native CRM login is required inside the first pilotScoped after pilot as a change order

Is one product family ready for designed-in?