Schedule a meeting to discuss project scope and goals.

Gather feedback on current vendors and pain points.

Obtain carrier-specific Letters of Authorization (LOAs).

Execute generic Insights Telecom LOA for applicable vendors.

Gather client portal credentials for invoice access (if needed).

We will establish a secure Google Drive folder for the client.

Establish a clear timeline with milestones.

Set up regular communication cadence (e.g., weekly updates).

Designate a primary point of contact for seamless collaboration.

Client begins downloading invoices, contracts, and supporting material to Insights Telecom’s Google Drive.

Review the documents submitted by the client and identify any missing spends.

We begin by understanding your specific Telecom and TV service requirements, current contracts, and business objectives. This includes reviewing your existing bills and identifying areas for potential savings.

We thoroughly review your existing contracts, including all terms and conditions, identifying potential pitfalls such as auto-renewals, unfavorable termination clauses, and hidden fees.

Create a baseline Client Services Record (CSR) with client provided materials.

Account Team Identification & Relationship Building: We identify and establish contact with the appropriate account team at each vendor. Building a positive relationship with these contacts is crucial for successful negotiations.

Market Research & Benchmarking: We leverage our 20 years of experience and daily market insights to establish a clear understanding of current market rates for comparable services. This includes analyzing pricing trends and identifying best-in-market offers.

Competitive Analysis & Quote Gathering: We solicit competitive quotes from multiple providers to create leverage in our negotiations. This ensures we are comparing apples-to-apples and maximizing your options.

Negotiation Strategy Development: Based on our research and analysis, we develop a tailored negotiation strategy designed to achieve your specific objectives. This includes setting target pricing, identifying key negotiation points, and anticipating vendor responses.

Vendor Negotiation & Advocacy: We conduct direct negotiations with the vendors, acting as your dedicated advocate. We present our findings, leverage competitive quotes, and utilize our industry expertise to secure the most favorable terms and pricing.

Comprehensive Client Services Record (CSR) Presentation: We compile our findings into a clear and concise Client Services Record (CSR) document. This document provides a detailed overview of your Telecom and TV services, including: Location-Specific Data, Service Inventory, Vendor Information, Contract Details, New Rates and Savings Analysis.

CSR Review & Consultation: We thoroughly review the CSR with you, explaining our findings, answering your questions, and discussing the proposed recommendations. This ensures you understand the potential benefits and are comfortable with the next steps.

Contract Sourcing & Execution: Upon your approval, we source all necessary paperwork and contracts from the selected vendors. We ensure the contracts accurately reflect the agreed-upon terms and conditions.

Client Signature: We facilitate the contract execution process, ensuring a smooth and efficient signing experience

Coordinate with vendors for smooth implementation of new agreement.

Assist with the implementation of the new contracts, coordinating with vendors to minimize any disruptions to your services.

Assign a dedicated project manager for physical installations (if needed).

Transparent Savings Verification: We provide verifiable proof of your cost savings through a detailed invoice comparison. This allows you to clearly see the financial impact of our negotiation efforts.

Baseline Invoice Analysis: We utilize the baseline invoices you initially provided to establish a clear understanding of your previous spending. This serves as the benchmark against which we measure your savings.

New Invoice Comparison: We compare your new invoices, after the contract negotiations, against the established baseline. This side-by-side comparison highlights the specific cost reductions achieved for each service and location.

Detailed Savings Report: We deliver a comprehensive savings report, alongside the invoices, that summarizes the total cost savings achieved. This report breaks down savings by location, service, and vendor, providing a clear and concise overview of the financial benefits.

Fully Updated Client Services Record (CSR): We provide a final, fully updated CSR reflecting your new telecom and TV service environment. This document serves as a single source of truth for all your contract details, rates, and vendor information.

Offer continued support for any post-implementation questions or concerns.

Schedule periodic reviews to ensure ongoing optimization of services.

Set reminders to initiate discussions for contract renewals or renegotiations well in advance.