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Q3 Renewal CallToday · 42 min · 3 speakers
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Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
What did we commit to, and by when?
Two commitments. Marcus sends the revised 40-seat quote to procurement today, and Linda confirms the data-residency answers in writing. The seat expansion holds the current per-seat rate.
[1]Q3 Renewal Call
[2]Vendor security review
Draft the follow-upWho owns whatCompare to last renewal
Ask anything… @ adds a note · # runs a tool
Client call transcript
08:14
PauseSummarize
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
AI recap & action items
Q3 Renewal CallToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah

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Q3 Renewal Call
Today · 42 min
Vendor security review
Yesterday · PDF
How to run a renewal
Monday · YouTube
Pricing ideas, on a walk
Monday · 9 min

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Ask: “summarize scope changes”
Discovery call · Dashboard projectPhone · 48 min

Scope changes, billable down to the line item.

In scope: base delivery $18k, Q2 milestone. Add-ons agreed: weekly status calls ($1.2k/mo), dashboard customization ($4k one-time). Out of scope: data migration — flagged at 27:08 for a separate SOW.

Yes, we'll cover the dashboard work — just add it to the next invoice.CEO · 31:15
+$5.2k Add-ons·1 Out of scopeAsk AI
Ask, then ask again
Client call · Dashboard projectPhone · 1h 5m

Drill into what they really said. Before you invoice.

  1. Did they actually approve the dashboard work? Yes, twice — at 31:15 and 44:02. Worth capturing in writing before the change order.
  2. Compare to the original proposal. Original scope didn't include weekly calls — that's a clean add-on, not feature creep.
  3. Are there any verbal commitments I missed? One — they want a Q3 retainer. Brought it up at 52:18, didn't lock numbers.
3 Follow-ups· With timestampsAsk AI
Ask: “what did the client commit to?”
Discovery call · Dashboard projectPhone · 48 min

The exact line of commitment, quote-ready.

Yes, we'll cover the dashboard work — just add it to the next invoice.CEO · 31:15
Net 30 is fine. Send the invoice the day you ship.CEO · 39:42
billable evidencewith timestampsclient name on record
2 Commitments·1 QuestionAsk AI

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DRAFT EMAILRenewal follow-up: revised quoteHi Dana, following up on this morning's call. We're confirming 40 seats at your current per-seat rate, and the security review is closed. Revised quote attached.
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Translated to EnglishShow original
0:00 / 28:141×
Sarah Chen0:12
Before we get to pricing — where did we land on the security review?
Marcus Reid0:19
Passed last Thursday. Their team had two questions about data residency, both answered.
Linda Park0:31
Good. Then the only open item is the seat count. They're asking for 40 up from 25.
Sarah Chen0:44
Forty works if we hold the current per-seat rate. I'd rather grow the account than win the negotiation.
Marcus Reid1:02
Agreed. I'll send the revised quote today and copy their procurement lead.
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Q3 Renewal CallToday · 42 min · 3 speakers
Security review passed, with data-residency questions resolved.0:19
The client is expanding from 25 to 40 seats at the current per-seat rate.0:31
Revised quote goes out today to procurement.1:02
ACTION ITEMS
Send revised 40-seat quote to procurementMarcus
Confirm data-residency answers in writingLinda
Update the renewal forecastSarah
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