Checklist

Salary Negotiation Checklist

32 things to do before you send the counter — research, anchor, counter, close.

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Research (do before the first call)

  • Pull 5 verified data points on comp for this exact level, metro, and function.
    Levels.fyi for tech, Robert Half salary guide for finance/ops, Glassdoor for mid-market, SHRM for HR. One data point is a rumor. Five is a range.
  • Write down the 50th, 75th, and 90th percentile numbers.
    Your anchor is the 75th. Your walk-away is the 50th. The 90th is what you use to back out a stretch.
  • Identify the company's published salary band (if any).
    Colorado, California, New York, Washington, Maryland, and Illinois all require disclosure. If the range is $140-200k, the midpoint is $170k — that's the number recruiters are authorized to hit without escalation.
  • Talk to 2 current or former employees at the target company.
    Ask what the sign-on, equity refresh, and bonus payout looked like last cycle. Five-minute calls give you more leverage than an hour of online research.
  • Know the company's fiscal calendar.
    Most tech comp cycles close in late Q4 or mid-Q1. Hiring late in a cycle often means more sign-on, less base.
  • Price the full package: base + bonus + equity + 401(k) match + health + PTO.
    A $140k base with 20% target bonus and $50k/yr RSU is $218k TC — not $140k. Always negotiate on TC.

Positioning (before the offer call)

  • Have a written BATNA (Best Alternative To a Negotiated Agreement).
    What will you do if this offer falls through? If the answer is 'take the first thing I get,' you have zero leverage. Go get a competing offer.
  • Identify 3 other companies in active conversation.
    They don't need to have made offers yet. 'I'm in final rounds with [peer companies]' is a legitimate signal.
  • Define the scope of the role in writing.
    If the JD says 'manager' and the work is 'director,' negotiate the title now. Title drives base and every future raise.
  • Decide what is actually non-negotiable for you.
    Remote work, start date, signing bonus, equity vesting — rank them. You'll trade between them.

Anchoring (on the offer call)

  • Never say a number first.
    If asked, deflect: 'I'm looking for a fair offer based on the level and scope — what's your range for this role?' Force them to anchor.
  • Write the recruiter's first-offer numbers down verbatim.
    Base, bonus %, equity units, vest schedule, sign-on, start date, PTO. Do not rely on memory.
  • Say 'thank you — I'd like 2-3 business days to review with my family.'
    Never accept on the call. Never. Create the silence. 48 hours is standard; ask for more if you need it.
  • Ask the recruiter: 'What flexibility is there on base vs sign-on vs equity?'
    This question tells you which levers they can actually pull. Some companies have rigid base bands but loose sign-on. Others are opposite.

The counter (written, within 48 hours)

  • Send the counter in writing (email), not by phone.
    Written counters get forwarded up the chain with fewer distortions. Recruiters will quote your exact number to the hiring manager.
  • Anchor with a specific dollar figure, not a range.
    'I'd love to get to $185,000 base with a $25,000 sign-on' beats 'I was hoping for $180-190k.' Specific numbers get specific answers.
  • Cite 2-3 comparable data points.
    'This aligns with the 75th percentile for SMTS at [peer companies] per Levels.fyi as of Q1.' Give them the ammunition they need to go upstairs.
  • Bundle the ask: base + sign-on + equity + start date.
    Negotiate all dimensions at once. If you only push base, you've left sign-on and equity on the table — and they won't remember to offer it.
  • Close with clear language: 'If we can get to these numbers, I'm ready to sign.'
    Recruiters need to tell their manager it's a done deal if they come back with your number. Make that easy.

Handling the response

  • If they come back with a full accept — confirm start date and sign.
    Do not re-open negotiations after a full win. You'll lose trust and sometimes the offer itself.
  • If they counter-counter — evaluate the full delta, not just the delta in base.
    A $3k bump in base plus $10k in sign-on and a $20k equity refresh is a $33k win. Look at the whole package.
  • If they say 'this is our best and final' — decide in 24 hours, not 24 minutes.
    Best and final is sometimes real, sometimes a tactic. Check: have you had a verbal 'we'd love to have you' from the hiring manager? If yes, the recruiter is posturing.
  • If you accept — get the final terms in writing before telling your current employer.
    Signed offer letter with start date, comp terms, title, reporting line. Verbal accept is not a deal.

After you sign

  • Document the full offer (base, bonus target, equity grant, vest schedule, sign-on).
    Save a PDF of the offer letter and the signed counter-offer email. You will need this for your 6-month and annual reviews.
  • Calendar a 6-month check-in.
    Write yourself a note: 'Review comp against market + ask for level 1-year benchmark.'
  • Set a calendar alert for your equity cliff (usually 1 year).
    After the cliff, 1/48 of your grant vests each month (or 1/16 each quarter). Know the exact dates — they matter for resignations and offers.
  • Thank the recruiter.
    Recruiters change companies. A recruiter who hired you at Company A in 2024 may be the inbound for Company B in 2026. Keep the relationship warm.

The Salary Negotiation Checklist

Free PDF: how to research, anchor, and close on a higher offer.

Why a checklist beats improvisation

Every time I have watched someone leave $20,000+ on the table in a salary negotiation, it was because they improvised. They felt the awkwardness of the pause, named a number, and accepted the first counter. A checklist solves this. It removes emotional load from the moment of pressure and replaces it with a sequence you have already decided on.

The specific numbers in the FAANG midlevel market tell the story. A Senior Software Engineer offer at Google in 2025 typically comes in at roughly $180,000 base + $60,000 target bonus + $160,000/yr RSU vest for a year-one TC of about $400,000. The same level at Meta lands at $205,000 base + $70,000 bonus + $180,000/yr RSU, closer to $455,000 TC. That is a $55,000/year gap for the same work, the same level, the same city. Without a checklist, candidates walk into both calls with the same script and end up anchored to whatever the first recruiter named.

Real example: $40,000 left on the table in 15 minutes

Last year I coached a product manager taking a Series C offer. Recruiter came in at $175,000 base + $25,000 sign-on + 0.15% equity over four years. Candidate was ready to sign. We ran the checklist.

Research turned up that the same level at three direct competitors was $195-210k base. Positioning: candidate had two other late-stage interviews. Anchor: we countered at $200,000 base + $40,000 sign-on + 0.22% equity. Recruiter came back with $192,000 base + $35,000 sign-on + 0.20% equity. Candidate took it. Total delta from the first offer: $17,000/yr in base (compounds into $85k over 5 years) plus $10k sign-on plus an extra $150k in equity at modeled liquidity. Call took 48 hours end to end.

The checklist did the work. The candidate did not have to improvise at the exact moment when emotional pressure was highest.

The three tactics recruiters use to compress your ask

1. The false urgency move. "We need a decision by Friday or we go to the next candidate." Real deadlines exist, but they are usually tied to a signed offer expiring or a candidate pool closing at end of quarter. Ask directly: "What happens if I need until Monday?" If the answer is vague, the deadline is soft.

2. The band ceiling claim. "This is already at the top of band for L5." Translation: base is at the ceiling. Sign-on, equity, start date, and PTO are almost always still negotiable. Do not let a band-ceiling statement close the entire conversation.

3. The "take it or leave it" framing. "This is our best and final." Sometimes real. More often, a negotiation tactic the recruiter has been coached to use. Respond with: "I appreciate that — can you confirm with the hiring manager that this is the final structure, and I'll make a decision within 24 hours?" Ninety percent of the time the number moves a little more.

When to walk away

Walking is a skill. You should walk if: (1) the base offer is more than 20% below the 50th percentile of verified market data for the level, (2) the company refuses to put terms in writing after a verbal agreement, (3) the equity vest schedule includes a cliff longer than 1 year or a back-loaded structure that vests only 10% in year one, or (4) you discover during reference calls that the team has turned over more than 40% in the last 18 months.

Walking away is also leverage. Recruiters know that candidates who can walk negotiate from strength. The candidates who get the best offers are not the ones who need the job the most — they are the ones who credibly do not.

What to do in the 48 hours after you get the offer

Hour 0: thank the recruiter, confirm receipt, say you need 2-3 business days. Do not discuss numbers on the call.

Hour 1-24: run every number through a calculator. Use the Take-Home Pay Calculator to see the after-tax reality in your state. Use the Total Compensation Analyzer to compare against the competing offer. Use the RSU Calculator to model the equity at 50%, 100%, and 150% of current price. Print everything.

Hour 24-36: draft the written counter. Keep it to six sentences. Anchor one dollar number, cite 1-2 data points, bundle the ask, close with commitment language.

Hour 36-48: send it. Follow up exactly one business day later if no response.

Legal disclosures and the evolving landscape

As of 2026, pay transparency laws are in effect in Colorado, California, New York state, New York City, Washington, Maryland, Illinois, Connecticut, Rhode Island, Hawaii, and the District of Columbia. Employers with 15+ employees in these jurisdictions are required to publish a good-faith salary range in job postings. The ranges are real data — use them.

Even when the posted range is wide ($140-220k is common), the midpoint is usually the company's target. Anchoring at the midpoint plus 10% is a defensible number. Below the midpoint is where first-time negotiators end up when they do not have data.

Before any negotiation with a multi-state employer, check their job postings in Colorado and NYC — they must disclose there even if the role is remote or based elsewhere. That posting is your starting data point.

Using this checklist with the rest of the toolkit

This checklist answers the question "what do I do?" It does not answer "how much is this actually worth?" For that, pair it with the Salary Negotiation Lifetime Value calculator to see how a $10,000 negotiation bump compounds into six figures over a 30-year career. A one-time $15,000 bump at age 30, with 3% annual raises, becomes roughly $680,000 in additional lifetime earnings before investment growth. Negotiation is not a one-time moment — it is the rate multiplier on every raise that follows.

Take the Negotiation Readiness Quiz before you start to identify the weak spots in your prep. If you score below 60, spend another week on research before you send the counter.

Disclaimer

This is not legal, financial, or employment advice. Salary negotiation outcomes depend on the specific employer, role, market conditions, and jurisdiction. Employment law varies by state and locality — pay transparency, right-to-know, and non-compete rules change frequently. If your negotiation involves a non-compete, deferred compensation, equity at a pre-IPO company, or a severance package, consult a licensed employment attorney. This checklist is distilled from public comp data and practitioner experience. It is not a substitute for professional advice on your specific situation.

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Frequently Asked Questions

Against the company's first offer, a 10-20% ask on base is normal and will not offend anyone. Recruiters build first offers with 10-15% of headroom specifically expecting you to negotiate. Saying yes to the first number leaves that money on the table permanently.

The Salary Negotiation Checklist

Free PDF: how to research, anchor, and close on a higher offer.