Free Templates
Reference materials for supplier negotiation
Practical frameworks and checklists you can use before, during, and after supplier conversations. Free to use for any small business.
How to use these templates
These are reference frameworks — not scripts. They are designed to help you think through a negotiation before you have it, not to give you lines to memorize.
These templates are provided as practical reference materials. They are not legal documents and do not constitute legal or commercial advice. They are designed to support preparation for supplier conversations at small businesses in Mexico.
Pre-Negotiation Preparation Checklist
A structured checklist to work through before any significant supplier conversation. Covers: what you know about the supplier's pricing structure, what your alternatives are, what you are willing to accept, and what you want to achieve. Helps you enter the conversation with a clearer sense of your position.
Price Increase Response Framework
A structured approach for responding to an unannounced price increase. Covers: how to request documentation, how to frame your response without escalating, what questions to ask, and what a reasonable outcome might look like. Based on the first scenario from the workshop.
Volume Discount Evaluation Worksheet
A worksheet for evaluating whether a volume discount offer actually makes sense for your business. Covers: storage cost calculation, cash flow impact, turnover rate, and expiry risk. Helps you understand the real economics before committing to a larger order.
Delivery Agreement Documentation Template
A simple template for documenting delivery agreements with suppliers. Covers: agreed delivery window, what constitutes a late delivery, how late deliveries will be recorded, and how the issue will be raised if the pattern continues. Designed to be used as a working document, not a formal contract.
Supplier Comparison Reference Sheet
A reference sheet for comparing what you know about your terms with what you know (or can find out) about the terms offered to other buyers. Helps you understand where you stand relative to other customers and identify what might be driving any differences.
Post-Negotiation Summary Template
A simple template for recording what was agreed after a supplier negotiation. Covers: what was discussed, what was agreed, who agreed to what, and how follow-up will be handled. Useful for maintaining a record of agreements and for following up if the supplier does not honor what was agreed.
How to get the templates
These templates are available to anyone who contacts us and requests them. They are free of charge. We ask for your name and email so we can send them to you — we do not add you to any mailing list without your explicit permission.
If you are attending the workshop, the templates will be provided as part of the session materials. If you are not attending but would find them useful, contact us and we will send them to you.
The templates are most useful when combined with practice. If you find yourself in a negotiation situation where the frameworks are helpful, consider attending the workshop to practice the conversations themselves — the templates can tell you what to think about, but only practice can build the skill of doing it.