How to use the Negotiation plan template

Start a board from it
Use this template opens a new Freero board with the Negotiation plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Negotiation plan”.
Follow the instruction on the board
“Fill it in with everyone who will be in the room, before you meet. Decide the walk-away point together and don’t change it in the meeting.”
Fill in each part
- What we want from this deal The outcome in one sentence.
- Must have Terms we will not sign without.
- Nice to have Terms we want but can trade.
- What we can give Concessions, ranked cheapest to dearest for us.
- What they will ask for Their likely priorities and pressures.
- Walk-away point When we stop and take the alternative.
- Our alternative What we do if there is no deal.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Negotiation plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

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