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skills/deal-desk/SKILL.md
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skills/deal-desk/SKILL.md
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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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