--- 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. ---