在收到客户关于保密协议的要求后，及时回复邮件表达你对他们需求的重视。例如：“Dear [客户姓名], Thank you for bringing up the need for a confidentiality agreement. We understand the importance of protecting sensitive information and would like to clarify some details with you first. Could you please provide more information about the specific scope of the information you expect to be covered by the agreement? For example, is it related to product designs, business strategies, customer lists, or other aspects?”
了解协议用途和背景
询问客户保密协议的用途和背景情况也很重要。可以这样写：“We also wonder about the context and purpose of this confidentiality agreement. Is it for a particular project, a potential partnership, or something else? Understanding this will help us better meet your requirements.”
二、内部评估
法律和合规部门审查
将客户提供的保密协议要求（如果有初步草案）或你与客户沟通的详细信息转交给公司的法律和合规部门。在内部邮件中说明情况，例如：“Subject: Confidentiality Agreement Request from [客户名称]. Dear Legal and Compliance Team, We have received a request from [客户名称] regarding a confidentiality agreement. Here are the details we have gathered so far [附上与客户沟通的邮件内容]. Please review and provide your assessment and recommendations as soon as possible.”
如果公司法律部门或业务部门对客户提供的保密协议草案有修改建议，在邮件中以友好、专业的方式向客户提出。例如：“Dear [客户姓名], After careful review by our legal and business teams, we have a few suggestions for the confidentiality agreement. We noticed that the clause regarding [具体条款，如 information disclosure after termination of the agreement] might be a bit too restrictive and could potentially impact our ability to conduct normal business operations in some cases. We propose to modify it to [提出修改后的内容] to strike a better balance between confidentiality and the practical needs of our business. We believe this adjustment will not undermine the overall purpose of the agreement and will still provide adequate protection for your sensitive information.”
协商条款细节
如果客户对修改建议有异议，通过邮件进行进一步协商。在沟通中，要始终站在保护双方利益和确保业务顺利开展的角度。例如：“We understand your concerns about the proposed changes. Let's discuss this further to find a middle ground that satisfies both parties. Perhaps we could consider an alternative approach, such as [提出另一种可能的解决方案].”
四、签订协议
发送最终协议版本
当双方就保密协议的条款达成一致后，将最终版本的协议以附件形式发送给客户，并在邮件中说明。例如：“Dear [客户姓名], We are happy to inform you that we have reached an agreement on the confidentiality terms. Please find the final version of the agreement attached to this email. Kindly review it one more time and, if everything is in order, sign and return it to us at your earliest convenience.”
确认签订和生效日期
在收到客户签署的保密协议后，回复邮件确认收到并告知协议生效日期。例如：“We have received your signed confidentiality agreement. The agreement will come into effect on [生效日期]. From now on, we will strictly adhere to the terms and conditions outlined in the agreement to protect your confidential information.”
