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deal-desk skill

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This skill helps you structure renewal pricing, approvals, and packaging to accelerate deal closure while maintaining governance.

npx playbooks add skill microck/ordinary-claude-skills --skill deal-desk

Review the files below or copy the command above to add this skill to your agents.

Files (2)
SKILL.md
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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.

---

Overview

This skill helps manage pricing, packaging, and approval workflows specifically for renewal negotiations. It centralizes guardrails, approval ladders, and documentation to speed reviews, reduce revenue leakage, and keep renewals auditable. Use it to standardize multi-year offers, incentive bundles, and discount approvals.

How this skill works

The skill inspects deal inputs—requested price, term structure, customer health signals, and risk level—and maps them to predefined pricing guardrails and an approval ladder. It generates the required documentation (deal intake, commercial summary) and recommends approvers and SLAs based on discount bands and exception thresholds. After deal close, it logs outcomes for post-deal review and updates CRM/billing links to prevent operational errors.

When to use it

  • Structuring pricing proposals, multi-year offers, or incentive bundles during renewals
  • Coordinating finance, legal, and executive approvals for concessions or contract changes
  • Documenting negotiation rationale, approvals, and commitments for auditability
  • Assessing risk and revenue impact before committing to non-standard commercial terms
  • Feeding closed-deal outcomes into analytics to refine future guardrails

Best practices

  • Define clear pricing guardrails (floors, uplift expectations, unit economics) and publish them to GTM teams
  • Map discount bands to an approval ladder with contact points and SLA targets
  • Use a short deal intake form that captures business case, ROI, and churn risk for every exception
  • Partner early with finance to model the impact of concessions on churn and ARR
  • Sync final terms immediately to CRM and billing to eliminate renewal execution errors

Example use cases

  • A renewal where the account asks for a 20% discount—route the request through the approval ladder and capture ROI justification
  • Packaging a multi-year offer with success-based pricing and creating the commercial summary for exec review
  • Handling an account at high churn risk by documenting concessions, expected outcomes, and post-deal review metrics
  • Running a post-close analysis to update guardrails after a pattern of one-off concessions is discovered
  • Using the approval matrix cheat sheet to accelerate turnaround on time-sensitive renewals

FAQ

What inputs are required to start a deal review?

At minimum: requested price and term, customer health signals, business case/ROI, risk level, and any previous concessions.

How are approval responsibilities determined?

Approvers are mapped by discount band and non-standard term types in the approval ladder; SLAs indicate expected turnaround for each approver.