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