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skills/deal-desk/SKILL.md
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skills/deal-desk/SKILL.md
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---
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name: deal-desk
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description: Use to manage pricing, packaging, and approval workflows for renewal
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negotiations.
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---
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# Renewal Deal Desk Skill
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## When to Use
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- Structuring pricing proposals, multi-year offers, or incentive bundles on renewals.
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- Coordinating finance, legal, and exec approvals for discounts or contractual changes.
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- Ensuring negotiation notes, approvals, and commitments are logged for auditability.
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## Framework
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1. **Pricing Guardrails** – define floor rates, uplift expectations, unit economics, and exception thresholds.
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2. **Approval Ladder** – map discount bands and non-standard terms to required approvers and SLAs.
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3. **Packaging Toolkit** – list common offer constructs (multi-year, success-based, bundling) with positioning guidance.
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4. **Documentation Standards** – specify data needed in each deal (business case, ROI, churn risk, competitor intel).
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5. **Post-Deal Review** – feed outcomes into analytics to refine guardrails and coach GTM teams.
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## Templates
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- Deal intake form capturing pricing ask, rationale, and risk level.
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- Approval matrix cheat sheet with contact info and expected turnaround.
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- Commercial summary sheet for exec briefings.
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## Tips
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- Partner early with finance to forecast impact of concessions.
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- Keep revision history accessible to avoid conflicting promises.
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- Sync final terms back to CRM/billing immediately to prevent renewal errors.
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---
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skills/escalation-framework/SKILL.md
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skills/escalation-framework/SKILL.md
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---
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name: escalation-framework
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description: Use to govern executive involvement, cross-functional response, and risk
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resolution for at-risk renewals.
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---
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# Renewal Escalation Framework Skill
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## When to Use
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- Managing red/yellow accounts approaching renewal with unresolved blockers.
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- Coordinating cross-functional support (product, finance, legal, exec) on high-stakes negotiations.
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- Documenting escalation paths to ensure clarity on ownership and timelines.
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## Framework
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1. **Tier Definitions** – outline criteria for green/yellow/red escalations and required response times.
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2. **Stakeholder Matrix** – assign owners (CSM, AE, exec sponsor, product, finance, legal) per tier.
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3. **Communication Protocols** – define templates, meeting cadences, and status update requirements.
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4. **Decision Authority** – specify who can approve concessions, roadmap commitments, or contract terms.
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5. **Post-Escalation Review** – capture learnings, update playbooks, and track commitments.
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## Templates
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- Escalation intake form (issue, impact, requested support, deadline).
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- Executive briefing doc with talking points, risks, and desired outcomes.
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- Resolution tracker to log actions, owners, and next check-ins.
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## Tips
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- Pair with `renewal-playbooks` to ensure escalations tie back to structured plays.
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- Keep approval matrices accessible so field teams know who to engage.
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- Review escalations monthly to ensure commitments are fulfilled.
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---
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skills/renewal-playbooks/SKILL.md
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skills/renewal-playbooks/SKILL.md
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---
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name: renewal-playbooks
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description: Use to design and maintain structured renewal/save motions across segments
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and risk levels.
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---
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# Renewal Playbooks System Skill
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## When to Use
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- Building standardized renewal motions (green maintainers, yellow accelerators, red save plays).
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- Coordinating cross-functional resources for strategic accounts.
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- Training CSM/AEs on messaging, proofs, and negotiation sequences.
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## Framework
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1. **Segmentation** – define tiers, ARR thresholds, personas involved, and governance requirements.
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2. **Trigger Matrix** – map health indicators and risk levels to recommended plays.
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3. **Narrative Blocks** – curate value stories, ROI stats, roadmap previews, and reference assets per persona.
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4. **Commercial Guardrails** – outline pricing levers, discount approvals, and deal-desk steps.
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5. **Measurement** – tie each play to conversion, churn, and NRR metrics with review cadence.
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## Templates
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- Playbook card (objective, trigger, assets, timeline, owner, metrics).
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- Meeting brief template for QBR/EBR with executive checklist.
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- Risk mitigation plan linking issues to functional owners.
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## Tips
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- Pair with `escalation-framework` for red-tier governance.
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- Refresh narratives quarterly with product + marketing to keep proof points current.
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- Include structured feedback loops so CSMs capture deviations that worked well.
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---
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