Customer contracts

The intent of this article is to guide Sales Managers through making edits on customer contracts for Level 1, Level 2 and Reseller Sales.


  1. Your pace
  2. Focus on value
  3. Corral intent
  4. Look in complexity

Read proposed changes

  1. Assess financial impact
  2. Assess cadance
  3. Invoke strategy*

Write proposed changes

  1. Simple updates – make changes as needed
  2. Large updates – sent to legal

Showcase your art

Take time to document the changes that were made in the contract within the related trello card.

Cast light on the nuances of the contract and play through the what-if’s.

Record a meet and attach to your comment.

Pro tip: this is where bonuses are given.

Updated on December 11, 2019

Was this article helpful?

Need Support?
Can't find the answer you're looking for?
Contact Support