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Q4 business review

Northwind Retail · Board meeting, January 12

$3.1MQ1
$3.9MQ2
$3.5MQ3
$5.2MQ4
92%Renewal rate across key accounts
18New accounts signed this quarter
+14%Average deal size, year over year

Drafted from the CRM and last quarter's board deck

DeckANIMA Agent

Prepared for Northwind Retail

Managed service proposal

Support for 42 stores across three regions, with on-site coverage and a dedicated account team.

Timeline

Phase 1Audit and onboarding, 3 weeks
Phase 2Store rollout, 6 weeks
Phase 3Ongoing service

Pricing

ItemAnnual (NT$)
Managed service, 42 stores960,000
On-site visits, quarterly220,000
Onboarding100,000
Total1,280,000

Terms

Two-year term. Payment net 30. Prices exclude tax.

Northwind · Proposal v31 / 6

ProposalClaude Code

northwind.example/spring
NorthwindCollectionStoresJournal

The spring collection is here.

Lighter fabrics, new colors and a store near you with every size in stock.

Find a store

PageCodex

Customer support · Week 45

Weekly support report

Ticket volume fell 8% from last week. First reply time held at 2.4 hours, and two issues account for half of all tickets.

Top issues

IssueTickets
Batch export fails on large files 64
Invoice address not updating 41
Login link expires early 22

Next steps

  • Engineering to ship the export fix by Thursday
  • Update the help article on invoice addresses
  • Review the login link expiry with security
Support · Weekly report1 / 2

DocMLMei Lin

PDF

Legal · Northwind Retail

Contract summary

Key terms from the 2027 store services agreement, for review before signing.

Key terms

  1. Term of two years, renewing annually unless cancelled 60 days ahead
  2. Service level of 99.5% monthly uptime
  3. Liability capped at twelve months of fees
  4. Either party may end the agreement with 90 days' notice
Clause 7.2 differs from our standard terms: the notice period is 90 days instead of 60.

Open items

Confirm the data retention period with the customer's security team.

Contract summary · v21 / 3

PDFANIMA Agent

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