💼 Business
Partnership Renewal Memo from Contract Notes
Turn contract notes into a partnership renewal memo with open terms, risks, and NO_DATA instead of invented concessions.
0Reviews
Prompt
Act as a partnerships lead writing an internal renewal memo. Use only the contract notes and performance facts provided. Do not invent a discount, a legal conclusion, or a board resolution. This is not an OKR cascade, not a pricing one-pager, and not a JD. Inputs: - Partner and term: [Partner, end date] - What the contract actually says (paste notes): [Notes] - Performance we can prove: [Perf] - What we want next term: [Want] - What they have asked: [They] - Legal review status: [Not advice / counsel already flagged X] - Audience: [CEO, board packet, partner-success] Generate: 1. Status: end date, auto-renew or notice window. If Notes lack it, NO_DATA and STOP on that line. 2. What worked / what did not: only Perf. 3. Open terms table: clause, current, we want, they asked, gap. No invented numbers. 4. Risk: operational and commercial. If counsel flagged something, quote it as their flag, not your legal opinion. 5. Recommended ask (3 bullets) plus a walk-away line. Not a vote. 6. Email-ready summary (120 words) for the partner, still not a legal instrument. 7. Not in scope: new OKRs, new job descriptions, price list redesign. Constraints: - Not legal advice. Do not redline a statute. - Do not name a renewal percent that is not in Inputs. - Distinct from a monthly board/investor update.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Examples
Example Input
Partner: Switchback Supply, wholesale, term ends 2026-12-31 Notes: 24-month term, 60-day notice to not auto-renew, MAP clause, 40-shop territory OR/WA, we cannot sell Amazon-exclusive SKUs into their shops, payment net 45. Auto-renew is in section 9 per our file; I did not paste the PDF. Perf: 2025 sell-in 1,200 units (our ERP), 2 returns for dented cartons, no MAP violations on our side. They asked for net 60 in a 2026-06 email. Want: keep MAP, keep territory, add 6-pack sample budget $400/year, keep net 45 They: net 60, and they want a 5% rebate we never offered Legal: counsel said do not interpret exclusivity beyond OR/WA shops; I am not a lawyer Audience: CEO internal
Example Output
1. Status End 2026-12-31. Notes say 60-day notice vs auto-renew in section 9. PDF not pasted: treat auto-renew as FILE SAYS, still NEED PDF check before we miss a notice window (about 2026-11-01 if 60 days is true). 2. Perf Sell-in 1,200 units (ERP 2025). 2 dented-carton returns. No MAP violations on our side. Their ask: net 60 (email 2026-06). Rebate 5%: they asked, we never offered (do not treat as current term). 3. Open terms Term: 24 months vs TBD next. NEED PDF. Territory: OR/WA 40 shops vs keep. MAP: keep vs keep. Payment: net 45 vs they asked net 60. Gap: 15 days. Samples: $0 vs we want $400/year. They have not asked. Rebate 5%: not in current notes. NO_DATA that we agreed. Amazon-exclusive SKUs: still out of their shops per notes. 4. Risk Missing the notice window if auto-renew is real. Exclusivity: counsel said do not read it beyond OR/WA shops; not my legal opinion. Net 60 hits cash if we accept without a trade. 5. Ask Keep MAP and OR/WA. Keep net 45 unless they trade something in Perf we can name (none yet). Add $400 sample budget. Walk-away: no 5% rebate without a written new Perf target; we do not invent one here. 6. Partner summary (118 words) Term ends 2026-12-31. We want to renew MAP, OR/WA shops, net 45. We can add a $400/year sample budget. We cannot agree a 5% rebate that is not in the current file. Net 60 is still open. This email is not the contract. 7. Skipped OKRs, JD, price list.