CUSTOMIZED AGENTS
Take Contracts from draft to deal
Intake
Andrew Brown2:47 PM
MSA blocking an urgent deal
@Arceus Amazon just sent back the MSA and I want to close this by Friday. Can someone review their changes today?
ArceusAGENT2:48 PM
@Andrew Gathering context from your Hubspot and email and then assigning accordingly.
Context
Amazon Multiyear550K two year deal with end of month close.
#growth — End of month goalsAndrew and Thomas are both pushing to close for monthly projections.
2 email threads between Andrew and AmazonAgreed to 30 day opt out and a 2 year deal.- Approval policyPolicies require review over 500K.
Deal insights
MSA — Amazon
On trackExpected close window
July 28–30
Highest delay risk
Auto-renewal
+3Delayed in roughly 2 of 3 comparable deals.
Attorney review
MSA — Amazon
UrgentAmazon sent back the MSA with changes. Review their redlines today. The team wants to close this by Friday.
- Deal size
- 1.1M
- Deadline
- 7 days (to hit end of month)
Negotiation
Andrew Brown11:02 AM
@Arceus, Amazon wants to negotiate over a call.
ArceusAGENT11:02 AM
@Natasha has the most availability.
Natasha Wright11:04 AM
I'm free tomorrow 1–3 PM. Loop me into the email and we'll get this over the finish line.
Completion
- Sent for signatureSent to Amazon to sign. CC'd Andrew on document sign.
- Notify channelPost completed deal in #deals.
- Update HubspotMove deal to Closed in Hubspot.
- Email CEO for all deals over 500KCongratulations Andrew! Emailing CEO upon closing a large deal.
Learn
Playbook Auto-renewal
UpdatedPrevious
Standard position: auto-renewal on all contracts
Updated
Enterprise deals: 30 day opt out approved
Memory storedAndrew willing to concede auto-renewal early to hit urgent deadlines.Contract Intelligence
Andrew Brown4:02 PM
@Arceus does the Amazon MSA fall in our standard positions?
ArceusAGENT4:02 PM
Yes. Confirmed across your MSA folder. All terms fall inside your standard positions.
Renewal
Amazon renewal
The Amazon MSA is back in its renegotiation window. Adjusted the new contract to include your standard 10% yearly increase.
Hubspot renegotiation
HubSpot auto-renews in 30 days. Usage has dropped, so negotiate cheaper terms before lock-in.