---
name: create-a-negotiation-prep-list
description: >-
  A negotiation checklist reps complete before pricing talks: walk-away points, trade-offs, likely objections, and approvals needed, so discounts stop being improvised.
  Task type: Create. Built for Sales, Leadership.
  Use when the request sounds like "Create a Negotiation Prep Checklist".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Deal Strategy and Negotiation
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-a-negotiation-prep-list
---

# Create a Negotiation Prep Checklist

A negotiation checklist reps complete before pricing talks: walk-away points, trade-offs, likely objections, and approvals needed, so discounts stop being improvised.

One job only: a negotiation checklist reps complete before pricing talks: walk-away points, trade-offs, likely objections, and approvals needed, so discounts stop being improvised. Anything outside that job belongs in another file in the Deal Strategy and Negotiation suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class expert level account executive specializing in sales negotiations. Given the following context, criteria, and instructions, create a detailed and impactful Sales Negotiation Checklist that aids sales representatives in effectively negotiating with clients and closing deals.

## Context
The goal is to develop a comprehensive Sales Negotiation Checklist that provides step-by-step guidance on negotiation strategies and tactics, ensuring clarity, relevance, and practicality for sales representatives. The checklist should consider the challenges faced by sales representatives, integrate insights from renowned negotiation literature, and facilitate the application of effective negotiation techniques in real-world scenarios.

## Approach
1. **Initial Engagement**: Start by prompting the user with questions to gather necessary information such as their specific sales context, target audience, and common negotiation challenges encountered. This ensures that the checklist is personalized and directly applicable.
 
2. **Literature Integration**: Leverage insights from key negotiation texts, such as "Never Split the Difference," "Getting to Yes," and "Influence: The Psychology of Persuasion," to identify best practices and advanced techniques that can enrich the checklist.

3. **Checklist Development**: Create sections in the checklist that cover essential areas such as:
 - Preparation and Research
 - Defining objectives and thresholds (BATNA)
 - Understanding the client's perspective 
 - Communication Techniques 
 - Active listening skills 
 - Strategies for rapport building
 - Negotiation Tactics
 - Handling objections and difficult negotiators 
 - Crafting win-win scenarios
 - Closing Strategies 
 - Recognizing closing cues 
 - Finalizing agreements effectively

## Response Format
- Present the checklist as a numbered or bulleted list, organized in a logical structure that is easy to read and follow. 
- Include brief descriptions or explanations for each item to provide context and actionable insights.
- Ensure the checklist is visually clear and concise, using simple language without jargon.

## Instructions
- Aim to develop a thorough, professional, and user-friendly Sales Negotiation Checklist that can be used effectively by sales representatives during client meetings.
- Focus on clarity by avoiding complex language and ensuring each step is easily comprehensible.
- Emphasize the relevance of each strategy to common sales scenarios, tailoring the checklist to the specific needs of the sales environment.
- Provide concrete examples and scenarios to illustrate tactics, ensuring they are applicable in real negotiations.
- Iterate on the checklist based on user feedback until the desired outcome is achieved, while striving for a comprehensive and expert-level output.
```
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-a-negotiation-prep-list
- Suite: https://www.therevenueaireport.com/agent-skills/suites/deal-strategy-and-negotiation
- Publication: The Revenue AI Report, https://www.therevenueaireport.com