Negotiation - Manufacturing Template

Meeting Prep Checklist

Understand the customer's manufacturing needs by reviewing past interactions and notes
Consult with the product and financial teams to understand constraints
Prepare a negotiation plan with different scenarios and responses
Develop a clear understanding of your negotiation boundaries
Research current market trends and competitor offerings

Meeting Agenda Template

  • Introduction and rapport building
  • Review of previous discussions and agreed points
  • Presentation of new proposals or revised offers
  • Responding to customer's concerns and objections
  • Negotiating terms and conditions
  • Agreement on next steps
  • Setting a timeline for contract signing and implementation

Meeting Notes Template

  • Participants list
  • Key points raised by the customer
  • Responses and counteroffers
  • Unresolved issues
  • Agreed points
  • Next steps and timeline

Meeting Follow-up Checklist

Conduct a team debrief to share insights from the negotiation
Update the CRM with the meeting notes and outcomes
Draft and send a follow-up email clarifying the agreed points
Inform the legal and product teams about the agreed terms
Set up a reminder for the next touchpoint