Negotiating and Closing Planner

 

Account Name: ________________________ Decision Maker: _________________________________

 

 

YOU

OTHER SIDE

Situation:

 

 

 

__Balanced Concerns
__Relationships

__Transactional

__Coordination

__Balanced Concerns
__Relationships

__Transactional

__Coordination

Negotiating

Style:

__Competitive

__Cooperative

__Competitive

__Cooperative

Interests, Objectives:

 

 

 

Targets:

Interests:      Objectives:

1.                   1.

2.                   2.

3.                   3.

 

Targets:

__Specific opportunity

__Price

__Size of order

__Share of budget

Interests:      Objectives:

1.                  1.

2.                  2.

3.                  3.

 

Targets:

__Specific opportunity

__Price

__Added value

__Terms

Leverage:

__Favors you

__Favors them

 

Tactics __________________________

 

Tactics ______________________

BATNAS:

 

BATNA _________________________

 

Ballpark:

     HLE

     Walk-aways: Price,

     terms and conditions

   

 

    Anchor: 

 

Your HLE ________________________

Your walk-aways:

1.

2.

3.

Your anchor ______________________

 

 

Their initial offer _______

Their walk-aways:

1.

2.

3.

 

Bargaining Tactics:

(Good guy/bad guy, e.g.)

 

 

 

Opening:

__You first

__Them first

 

 

 

 

 

Frames:

 

Positioning:

Frames _________________________

 

Positioning ______________________        

 (Benefits Matrix)

Possible frames ___________

 

Possible positioning ____________  

Throw-aways:

Concessions:

(Effective pattern)

Throw-aways ____________________

 

Concessions _____________________

 

Potential red herrings _________

Closes:

 

Closes __________________________

(Clincher close, e.g.)