Meeting template with checklists and agenda

A Negotiation meeting is a customer-focused meeting where you engage with the customer to agree on terms, prices, and conditions of a business deal. These meetings require effective preparation and flawless execution. This Negotiation Meeting Template empowers you to conduct these meetings efficiently, ensuring all important points are covered. It aids in fostering effective negotiation with clear communication and documentation. Using this template, you can remain organized, maintain a consistent meeting structure, and increase the chances of successful negotiation. 🤝


Negotiation Template

Meeting Prep Checklist

Thoroughly research the customer's business need
Review the previous discussions and meetings
Prepare your best offer for negotiation
Identify areas of flexibility and make a checklist of points to discuss
Establish your objectives for the meeting

Meeting Agenda Template

  • Welcome and introductions
  • Recap of last meeting
  • Discussion of mutual business interests and objectives
  • Presentation of terms and conditions
  • Addressing of concerns and questions
  • Negotiation on important points
  • Agreement on next steps
  • Closing remarks

Meeting Notes Template

  • Names and roles of all participants
  • Key points of the discussion
  • Details of any objections and how they were addressed
  • Specific terms and conditions discussed
  • Final outcome of the negotiation
  • Agreed upon next steps

Meeting Follow-up Checklist

Update the CRM with meeting notes and outcomes
Send a follow-up email detailing the negotiated conditions and next steps
Update deal/opportunity/account record updates
Share a summary with colleagues and seek their feedback
Schedule a follow-up meeting if required