Module 3 - Contract Playbook

In this module, we draft your company's specific contract playbook. The playbook is a reference guide that helps your sales team manage contract templates, negotiation, and approval processes efficiently and consistently.

1. Who, what, why & when?

• Context and general overview
• Understanding contract stories

2. Key Clauses & Guidance

• Key clauses
• Fallback clauses and alternative language
• Risk management guidance & approval matrix
• Compliance topics
• Classic contract mistakes & pitfalls

3. Integrating SOPs

• Integrating SOPs developed within the CLM framework (see Module 4)
• Integrating companies existing SOPs