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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
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- Automatically update your CRM
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- Get AI customer follow-up emails and AI summaries
- Learn more about better meetings with Meetingflow
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Learn more about Negotiation Meetings or go back to Manufacturing Company Templates