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Negotiation - Professional Services Template
Meeting Prep Checklist
Review previous communications and understand the negotiation points
Make a list of our counter-proposals
Identify potential objections and prepare responses
Plan the negotiation strategy
Think through possible outcomes
Meeting Agenda Template
- Introductions and recap on discussions so far
- Exploring your negotiation points
- Presenting our counter-proposals
- Addressing concerns and overcoming objections
- Discussing timelines and next steps
- Setting expectations for follow-up communications
Meeting Notes Template
- Names and roles of everyone present
- Key negotiation points from the other party
- Our counter-proposals
- Any objections raised and our responses
- Any agreements or decisions made
- Timeline and next steps discussed
- Follow-up actions and who is responsible
Meeting Follow-up Checklist
Review and organize the notes
Log meeting outcomes in CRM
Update contacts and opportunities
Send a follow-up email summarizing the discussion and next steps
Share the meeting summary with colleagues as necessary
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Learn more about Negotiation Meetings or go back to Professional Services Company Templates