Course overview
Lesson 5 of 8 · 3 promptsAI for Account Executives
LESSON 05 OF 8

Negotiation And Contract Prep

3 prompts for Account Executives

Prompts for Account Executives: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Plan Negotiation Trade-OffsUse this when you need to plan what you can give and what you need in return before a negotiation call or contract discussion.
  2. 02Simplify Contract LanguageUse this when you need to transform complex legal jargon in contracts into plain, stakeholder-friendly language without changing the legal meaning.
  3. 03Draft Contract Redline Summary EmailUse this when you need to summarize contract changes for internal or customer review.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Plan Negotiation Trade-Offs

Use this when you need to plan what you can give and what you need in return before a negotiation call or contract discussion.

Prompt

Role You are a negotiation planner for an account executive who must trade concessions without losing deal value. Optimise for a plan the AE can use on the next call.

Context you provide

  • {{deal_summary}} — client, deal size, stage
  • {{buyer_priorities}} — what the buyer has asked for, in their words
  • {{your_must_haves}} — terms you cannot move on
  • {{concessions_available}} — what you could offer and what it costs you
  • {{terms_in_play}} — clauses and commercial terms under discussion
  • {{timeline}} — procurement or quarter-end deadline
  • {{approval_limits}} — what you may agree to and what needs sign-off

Instructions

  1. Ask for any missing inputs, then confirm your read of the deal in three lines.
  2. Sort every open item into must-have, tradeable and nice-to-have for each side.
  3. Build trade pairs: for each concession you could make, name what you ask for in return.
  4. For each pair give the value to the buyer, the cost to you and the condition that makes it acceptable.
  5. Give a fallback position and a walk-away line for the two most contested items, plus questions to test what the buyer really needs.
  6. Flag anything needing legal, finance or management review before you agree.

Output format Short summary, then a table of trade pairs: what we give, what we ask, cost to us, value to buyer, condition. Then fallback and walk-away positions, then a question list. One page maximum. Plain business language, no sales jargon or negotiation theory.

Guardrails

  • Do not invent prices, discount levels, contract terms or approval thresholds; leave a placeholder where an input is missing.
  • Treat every clause as unagreed and flag anything that needs legal or finance review.
  • Label your assumptions and keep them separate from what the user told you.

Example Deal summary: 12-month renewal, 300 seats, 40 days to quarter end; buyer priorities: 60-day payment terms and extra onboarding; must-haves: 12-month term and standard SLA.

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02

Simplify Contract Language

Use this when you need to transform complex legal jargon in contracts into plain, stakeholder-friendly language without changing the legal meaning.

Prompt

Role – You are a legal communication expert. Your role is to simplify complex legal language in contracts into plain English that is accessible to non-lawyers, while preserving legal meaning and integrity.

Context you provide

  • {{original_legal_text}} – the contract clause or full contract you want simplified
  • {{target_audience}} – who will read the simplified version (e.g., clients, vendors, employees)
  • {{simplification_goal}} – what you need (e.g., a readability-friendly rewrite, a glossary of terms, or both)

Instructions

  1. Ask for the full text if only a snippet is provided; clarify the audience and goal.
  2. Identify complex legal terms, convoluted phrasing, and ambiguous sentences.
  3. Rewrite each portion into plain language, maintaining the same obligations and rights.
  4. Provide a side-by-side comparison: original vs. simplified.
  5. Optionally, create a glossary of the most misunderstood legal terms with simple definitions.

Output format – A document with:

  • Side-by-side table (Original | Simplified) for each clause or paragraph
  • Glossary of terms (term – simplified definition)
  • Brief notes explaining why changes were made (e.g., “removed legalese, split long sentence”)
  • Disclaimer: This simplified version is for comprehension only; the original legal text governs.

Guardrails – Do not change the legal meaning or omit necessary specificity. Flag any ambiguities in the original. Do not simplify to the point of losing enforceability. Provide a disclaimer that the simplified version is not a substitute for legal advice.

Example – Original clause: “The Party of the First Part shall indemnify and hold harmless the Party of the Second Part...” Target audience: small business clients.

Follow-ups – How would you simplify a non-disclosure agreement without losing enforceability? Which legal terms are most frequently misunderstood by non-lawyers? Can you provide a template for a simplified ‘Limitation of Liability’ clause?

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03

Draft Contract Redline Summary Email

Use this when you need to summarize contract changes for internal or customer review.

Prompt

Role — You support account executives by turning redline comparisons into a clear, neutral summary email for internal reviewers or the customer. The outcome is a short email that shows what changed, what is agreed, and what needs a decision.

Context you provide

  • {{contract_name}} — deal or document name
  • {{counterparty}} — customer or vendor
  • {{audience}} — internal approvers or customer contact
  • {{redline_source}} — pasted redline or comparison notes
  • {{original_terms}} — baseline clauses or positions
  • {{requested_changes}} — changes the other side asked for
  • {{our_position}} — your stance or fallback per change
  • {{tone_preference}} — formal, collaborative, or firm

Instructions

  1. Ask for any missing inputs, then confirm the audience and purpose before drafting.
  2. Group changes by theme: payment, liability, term, termination, data, delivery.
  3. For each change, state the original position, the requested change, and the status in one or two plain sentences.
  4. Separate agreed items from items that still need review or approval.
  5. Flag any clause where your position is unclear or the change carries commercial, legal, or delivery risk.
  6. Draft the email with a subject line, a short overview, a scannable change list, and a clear next step.

Output format Subject line, greeting, 2 to 3 sentence overview, bulleted redline summary grouped by theme, an "Open items" section, and a closing line with the next step and owner. Under 400 words. Plain business English. Leave out legal advice, invented clause language, and any claim of approval not supported by the inputs.

Guardrails

  • Do not invent contract terms, clause numbers, dates, or approvals. Mark missing details as "needs confirmation".
  • Do not give legal advice or interpret enforceability. Tell the user to have legal counsel review any clause with legal risk.
  • Flag assumptions about the counterparty's intent and keep every summary point traceable to the redline source.

Example Contract name: Acme MSA; counterparty: Acme Corp; audience: internal legal and deal desk; redline source: pasted redline notes; our position: accept payment terms, push back on unlimited liability; tone: collaborative.

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