# Prepare a B2B negotiation brief from approved deal guardrails

**trustWF workflow pack** · Sales & Customer Service

## Outcome
A negotiation brief with objectives, approved boundaries, evidence, options, and escalation triggers.

## Who this is for
An account executive preparing for a commercial negotiation

## What to provide
Required: approved pricing/discount boundaries, contract or offer terms, known customer priorities, deal context, and decision authority. Optional: previous proposals and approved alternatives. Remove customer identifiers where possible.

## Steps
1. Confirm which terms are approved, negotiable, fixed, or require escalation.
2. Summarize the buyer’s stated priorities and distinguish them from hypotheses.
3. Prepare conditional trades that stay within approved guardrails; do not create concessions.
4. Create an opening plan, questions, documentation checklist, and stop/escalate rules.

## Copy-ready instructions
STAGE 1 — 1. Separate boundaries from assumptions
When to use: Use before negotiation prep.
Prompt: Help me prepare a negotiation brief using only approved material. Deal context: [non-identifying summary]. Approved price/discount range: [exact approved terms or “not supplied”]. Fixed terms: [list]. Negotiable terms: [list and boundaries]. Exception approval path: [role/process]. Customer priorities stated in source notes: [paste anonymized notes]. First classify each item as approved boundary, fixed term, customer-stated priority, or assumption/unknown. Ask about any critical missing approval information. Do not propose a number or term that was not supplied.
Expected return: A source-tagged boundary and priority table, plus missing approvals.
User check: Check all commercial limits against the current approved source and date.

STAGE 2 — 2. Prepare options within limits
When to use: Use after boundaries are verified.
Prompt: Using only the verified guardrails, create up to three conditional trade options. Each option must state: what the customer receives, what commitment or value is requested in return, which approved boundary it uses, and when approval is still required. If no safe trade is possible, say so. Add questions to uncover the buyer’s priorities without assuming them.
Expected return: A negotiation options table and discovery questions.
User check: Confirm every option is within stated boundaries and does not create a new contractual promise.

STAGE 3 — 3. Create the meeting brief
When to use: Use before the negotiation meeting.
Prompt: Prepare a one-page brief for the human negotiator: desired outcome; must-protect terms; known customer priorities with evidence; opening questions; approved options; likely issue areas (clearly labeled hypotheses); escalation triggers; and post-meeting documentation steps. Include a “do not offer without approval” list. Do not include hidden reasoning or unsupported competitor claims.
Expected return: A concise meeting brief and checklist.
User check: Sales leadership and relevant finance/legal reviewers must approve exceptions and final terms.

## Review before using
Do not invent authority, discount room, legal terms, competitor offers, or buyer priorities. Finance/legal/sales leadership must approve any exception before it is offered.

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Use the result as a draft. Review it for accuracy, context and any required approvals.