32 lines
1.4 KiB
Markdown
32 lines
1.4 KiB
Markdown
---
|
||
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.
|
||
|
||
---
|