Pilot 01 · Working material

Participantpacket.

Bring One Renewal

Prepare four facts. Work the decision in the room. Leave with one action, one owner, and one date.

Before the room

Four-line intake

Bring the facts. Keep the contract.

Do not paste or upload contracts, invoices, screenshots, pricing schedules, customer information, employee information, security controls, or privileged advice.

Company optionalVendor or productAnnual cost

Paid seatsRenewal month

Only the four facts and optional company label are copied.

In the room

Case snapshot

Make the operating shape visible.

Approximate active seatsWorkflow supportedInternal decision owner

Cost / paid seat—

Cost / active seat—

Possible unused-seat spend—

Time to renewal—

Directional estimates only. They reveal questions; they do not establish realized savings.

Score unknowns

Operating score

Six signals. No magic number.

0/ 12

Use 0 for a clear or favorable position, 1 for mixed, and 2 for high dependence, pressure, or uncertainty. The total exposes where the company is guessing.

Actual use

Workflow dependence

Data dependence

Switching effort

Commercial leverage

Internal ownership

Working answer

Choose a hypothesis

Decide what deserves the next conversation.

Current working hypothesisRenegotiateEvidence for this answer

Missing fact 01Missing fact 02

Leave with this

Marked worksheet

One action. One owner. One date.

One next actionOwnerDecision dateWho belongs in the next conversation?Question to answer first

If renegotiating

Negotiation plan

Turn the facts into a request and a fallback.

Requested changeEvidence supporting the requestAcceptable fallbackAlternative if declinedInternal approval ownerDate to begin

Scope reminder

Directional operational analysis—not legal or financial advice.

This packet does not interpret contract terms or guarantee savings. Keep contracts and related documents on your side. Print or save your marked copy before leaving the tab.