Customized
Forms – Best Practices
To create effective form agreements for
customer and client relationships, you need:
Knowledge and
experience with other deals, which allow counsel
and advisors to undertake a thorough
Analysis,
which drives the
Execution of
services tailored to your situation, which ultimately allow
you to achieve your
Desired Outcomes.
When all of these components are integrated, the resulting
best practices can:
- Streamline and improve client outcomes;
- Reduce the time needed to negotiate
and execute agreements by anticipating and systematizing
response to common feedback;
- Increase consistency across agreements
within the company;
- Make it easier to keep track of obligations
for non-standard terms; and
- Reduce costs by minimizing and in
some cases even eliminating “push back” by
the client’s customers.
This proven system for creating and improving clients’
internal contracting systems can produce enormous benefits.
Please click on License
Agreements or Service
Agreements for specific examples of the kinds of forms
that Ms. Conroy develops for clients.
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