Output Requirements

Output Requirements

The final .docx must read like a lawyer drafted it. The output must contain:

• Zero YC drafting annotations (*[Note:...]*, *[OPTIONAL:...]*)
• Zero placeholder scaffolding ([OPTIONAL] markers, option guides)
• Zero unfilled template brackets — except deliberate [TBD — description] markers for values the user couldn't provide, documented in the memo

The agreement title is "Customer Agreement" — NOT "SaaS Services Agreement".

If any annotation, note, or non-TBD bracket appears in the output, the draft is not ready. Fix it before delivering.

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Workflow

Step 1: Load References

Before asking any questions, read all three reference files:

• references/intake-questions.md — 15 question groups with branching and defaults
• references/decision-matrix.md — maps answers to YC template actions (18 always-apply defaults, 12 conditional decisions, variable substitutions, raise-with-lawyer flags)
• references/supplementary-language.md — pre-written clause text anchored by ID (always-apply blocks and conditional blocks)

The decision matrix tells you WHAT to change. The supplementary language gives you the EXACT TEXT to insert. Do not improvise contract language — if the matrix says to insert #DATA-PRIVACY, use the verbatim text from supplementary-language.md. The ONE exception is Order Form Service Fees, where the LLM composes from fee pattern examples.

Step 2: Run Intake

Follow the questions in references/intake-questions.md in order. Apply branching logic (e.g., skip implementation fee if no implementation, skip pilot details if no pilot, skip service capacity if flat pricing).

Key principles:

• Offer defaults but let the user override
• Use [TBD — description] for any value the user can't provide yet
• Confirm all decisions in a summary before proceeding (template at the end of intake-questions.md)
• Do NOT proceed to document assembly without user confirmation

Step 3: Produce the Agreement

Read the YC template from assets/YC_Form_SaaS_Agreement.docx.

Apply modifications in this order:

First — Always-apply defaults (decision-matrix.md Section A, items A1-A18):

1. Rename Order Form title → "Order Form Number One"
2. Rename "SaaS Services Agreement" → "Customer Agreement" throughout
3. Update preamble date year
4. Section 1.1 SLA reference — remove [OPTIONAL], always on
5. Section 1.2 — change "Exhibit C" to "Exhibit B"
6. Section 2.2 — strip export controls note (keep the language)
7. Section 2.3 — delete customer indemnity clause + note entirely
8. Section 2.5 — insert #DATA-PRIVACY (new section)
9. Section 3.3 — remove optional framing (keep analytics language)
10. Section 6 — restructure into 6.1/6.2/6.3: insert #WARRANTY-REMEDY, #CUSTOMER-WARRANTY, #BETA-DISCLAIMER
11. Section 7 — remove optional note, remove "United States" from patent scope
12. Section 8 — strip negotiation note
13. Section 9 — replace YC press release language with #MARKETING-DEFAULT
14. Exhibits — replace B + C with #EXHIBIT-B-CONSOLIDATED, delete Exhibit C
15. Strip ALL remaining annotations and notes

Second — Conditional decisions (decision-matrix.md Section B, items B1-B12): Walk through each conditional decision. For each, look up the intake answer and apply the specified action. When the matrix references supplementary language (e.g., #NO-AUTO-RENEWAL), use the verbatim text.

Third — Variable substitutions (decision-matrix.md Section C): Replace all YC placeholders with intake values. Any field not collected → [TBD — description].

Fourth — Cleanup:

• Remove any surviving annotations, brackets, or drafting guidance
• Remove empty paragraphs left by deleted sections
• Verify section numbering is sequential (especially after §2.5 addition and §6 restructure into 6.1/6.2/6.3)
• Verify no non-TBD brackets remain

DocX formatting notes:

• Exhibit B credit table MUST be a proper Word table, not inline text
• Exhibit B communication channels MUST be a proper Word table
• Section 6 subsections (6.1, 6.2, 6.3) need proper heading formatting
• Section 6.3 (Beta Products) must be ALL CAPS

Produce the output as a .docx file: [CompanyName]_[CustomerName]_Customer_Agreement_DRAFT.docx

Use available document creation tools (native DocX skill, python-docx, or equivalent) to produce a professionally formatted Word document.

Step 4: Produce the Lawyer Memo

Create a markdown memo alongside the agreement: [CompanyName]_[CustomerName]_Customer_Agreement_Memo.md

The memo must include:

1. Deal Summary — One paragraph: who, what, fee structure, term.

2. Template Base — "This agreement is based on the Y Combinator standard form SaaS Agreement with the following modifications."

3. Always-Applied Defaults — Itemized list of every always-apply change (A1-A18), with brief rationale for each. Example:

• "Renamed to 'Customer Agreement' (professional standard)"
• "Removed 'United States' from IP indemnity patent scope (standard redline)"
• "Added Section 2.5 data privacy and security provisions (essential for modern SaaS)"
• "Added Section 6.2 customer warranty and Section 6.3 beta products disclaimer"

4. Intake-Driven Decisions — Each conditional decision and what was selected. Example:

• "Section 3.2: Customer owns derivative data (bracketed language retained)"
• "Section 5.1: Auto-renewal with 60-day notice"

5. Items Requiring Attorney Review — This is critical. For each raise-with-lawyer flag (decision-matrix.md Section D), include the flag text verbatim. These are:

• DPA recommendation (almost always needed)
• Implementation services IP ownership (if applicable)
• Derivative data ownership (if company retains)
• ML training on customer content (if applicable)
• Data retention timeline confirmation

6. TBD Items — Every [TBD — description] in the document, listed so the founder knows what to fill in before sending.

Step 5: Deliver

Provide the user with:

1. The clean .docx Customer Agreement
2. The lawyer memo
3. Brief summary: key decisions, TBD count, attorney review items

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Decision Points Quick Reference

#	Location	What's Decided
B1	Order Form	Services description (from product intake)
B2	Order Form	Fee structure + service capacity (8 fee types)
B3	Order Form + Exhibit A	Implementation services: include or remove
B4	Order Form	Pilot period: include or remove
B5	§2.1	Distributed software license: include or remove
B6	§3.2	Derivative data: customer owns or company retains
B7	§5.1	Auto-renewal: yes (30/60/90 day notice) or no
B8	§5.2	Data retention period on termination
B9	§9	Governing law: state selection
B10	§9	Marketing formulation: default, more, or less
B11	Exhibit B	SLA availability: 99.9% / 99.95% / 99.99%
B12	Exhibit B	Support details: email, phone, hours, tool

---

Supplementary Language Reference

Anchor	Clause	Type
#DATA-PRIVACY	§2.5 Data privacy & security	Always
#WARRANTY-REMEDY	§6.1 Exclusive warranty remedy	Always
#CUSTOMER-WARRANTY	§6.2 Customer warranty	Always
#BETA-DISCLAIMER	§6.3 Beta products (ALL CAPS)	Always
#MARKETING-DEFAULT	§9 Marketing language	Always
#EXHIBIT-B-CONSOLIDATED	Exhibit B: SLA + Support	Always
#NO-AUTO-RENEWAL	§5.1 Manual renewal replacement	Conditional
#FEE-EXAMPLES	Order Form fee patterns (8 types)	Conditional
#EXPANDED-DATA-RESTRICTIONS	Sensitive data protections	Conditional
#ML-TRAINING	ML model training rights	Conditional
#ML-FEDERATED	Federated learning carve-out	Conditional

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What This Skill Does NOT Do

• Does not draft DPAs. Flags DPA need in memo; use dpa-drafter separately.
• Does not handle professional services agreements. If the deal has significant services beyond implementation, use msa-drafter.
• Does not review or redline incoming contracts. This drafts from a template. For review, use a review skill.
• Does not invent clause language. Every modification is a deletion, variable substitution, or verbatim insertion from supplementary-language.md. Exception: Order Form Service Fees, composed from fee pattern examples.
• Does not resolve attorney review items. Flags them in the memo for counsel to address. 41:["$","div",null,{"className":"relative z-10 mx-auto max-w-[1400px] px-4 pb-16 sm:px-8 lg:px-16","children":[["$","$L45",null,{"skillId":"8c742b2e-9445-44af-a837-ce4c2e72c4db","skillTitle":"YC SaaS Drafter","skillStatus":"active","skillVisibility":"listed","slug":"victor-wang-yc-saas-drafter","shareToken":null,"settingsShareToken":null,"fileTree":["assets/","references/","assets/YC_Form_SaaS_Agreement.docx","LICENSE","README.md","references/decision-matrix.md","references/intake-questions.md","references/supplementary-language.md","SKILL.md"],"textContents":{"README.md":"$46","references/decision-matrix.md":"$47","references/intake-questions.md":"$48","references/supplementary-language.md":"$49","SKILL.md":"$4a"},"fileSizes":{"assets/YC_Form_SaaS_Agreement.docx":37440,"LICENSE":1078,"README.md":3019,"references/decision-matrix.md":16774,"references/intake-questions.md":13095,"references/supplementary-language.md":16234,"SKILL.md":9543},"hasShowcase":false,"hasSandbox":true,"canEdit":false,"isAdmin":false,"demoFiles":[],"sandboxConfig":{"steps":[{"type":"files","filesRequired":false}]},"initialDependencies":[],"initialMcpServers":[],"initialOauthConnections":[],"initialAccessGrants":[],"showcase":null,"about":{"locale":"en","sections":[{"title":"What this skill does","body":"Drafts a customized SaaS Customer Agreement starting from the Y Combinator standard form SaaS template. Runs a structured intake covering fee structure, data handling, ML/AI rights, implementation services, SLA, and governing law, then applies 18 always-on professional defaults plus 12 conditional decisions. Outputs a clean .docx ready for review alongside a lawyer-facing memo that itemizes every change from the YC baseline and flags each item still requiring attorney input. Aimed at startup founders preparing first-draft customer subscription agreements."},{"title":"How to use","body":"The best way to start is to try it live right here — run it against your own document or question to see exactly how it operates, without any setup. Once you're comfortable, download the skill files and drop them into any AI assistant — Claude (Anthropic), ChatGPT (OpenAI), Gemini (Google), or Mistral. The same skill file works across all of them, so you are never locked into a single provider."}],"requiredSkills":[],"dependentSkills":[],"author":{"name":"Victor Wang