Renewal Negotiation Prep Survey
Internal alignment before the negotiation: positions, walk-aways, and history.
5 questions · 1 page · about 4 minutes to answer · fully editable after you start
Negotiations are lost internally first: the team that arrives without agreed positions concedes them one surprise at a time. This prep survey aligns your side before the table – each stakeholder's must-keeps and trade-aways, the walk-away line stated, relationship history that strengthens or weakens the hand, and the counterparty intelligence scattered across your organisation.
The collected answers become the negotiation brief; divergent walk-away lines get reconciled in your conference room, not theirs.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Before we negotiate
This survey helps us prepare for the renewal. Tell us what you want to keep and what matters most to you, so the conversation starts from your priorities. It takes about 4 minutes.
Q1.Your role and stake in this contract*
Q2.Your must-keeps in the renewal - and what you would trade away.*
Q3.Your walk-away line: at what terms should we NOT renew?*
Q4.Relationship history the negotiators should know (favours, failures, promises made).
Q5.Your read on their position?
- They need us more
- Balanced
- We need them more
- No visibility
More B2B & Client Services templates
Browse all B2B & Client Services templates
SLA & Service Review Survey
Beyond the green dashboard: SLA reality felt, breach handling, and metric relevance.
Supplier Relationship Review
Procurement's structured annual review of a supplier across quality, delivery, and risk.
Vendor Evaluation Scorecard
Compare supplier proposals on one structured scorecard across evaluators.