Deal Velocity Checklist
Track progress for each negotiation — 12 critical items
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Deal Velocity
May 16, 2026
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Preparation
Pre-negotiation intelligence gathering completed
Customer stakeholder map documented
Documentation
UMSA template prepared and customized
Data Processing Exhibit reviewed for jurisdiction
Security Exhibit aligned with customer requirements
Strategy
Core positions reviewed and authority levels confirmed
Concession strategy defined with trade-off priorities
Anticipated friction points identified with velocity tactics
Value
ROI analysis prepared for customer business case
Middle ground positions pre-approved for likely sticking points
Execution
Negotiation timeline and milestones communicated to all parties
Escalation paths confirmed for out-of-scope concessions