32 lines
1.2 KiB
Markdown
32 lines
1.2 KiB
Markdown
---
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name: roe-governance
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description: Use to codify sales rules of engagement, escalation paths, and exception
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workflows.
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---
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# Rules of Engagement Governance Skill
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## When to Use
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- Rolling out new territory models with updated ownership rules.
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- Resolving channel, partner, or segment conflicts.
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- Documenting escalation paths for deal desk, pricing, or product requests.
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## Framework
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1. **Stakeholder Map** – identify sales, CS, partner, legal, and ops owners.
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2. **Rule Definition** – outline assignment logic, routing triggers, and timeframe SLAs.
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3. **Exception Handling** – document approval tiers, SLAs, and data required for review.
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4. **Enablement & Change Mgmt** – create briefs, FAQs, and office-hour plans.
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5. **Compliance & Audit** – track decision logs, metrics, and quarterly refresh cadence.
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## Templates
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- ROE decision tree and ownership matrix.
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- Exception request form + approval checklist.
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- Communication kit (email, deck, FAQ) for GTM + partner teams.
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## Tips
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- Keep rules simple enough for reps/channel partners to recall.
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- Tie every rule to a KPI (speed, fairness, CX) to reinforce intent.
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- Archive exceptions in a shared system to surface policy drift.
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---
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