deal-desk

# Deal Desk End-to-end deal-desk operational practice: charter, approval thresholds, deal-review packet design, routing automation, velocity analysis, and the governance that turns "every deal is a snowflake" into "we close non-standard deals in 48 hours predictably." This skill is provider-agnostic: works whether your CRM is Salesforce, HubSpot, Pipedrive, or homegrown. The patterns and decisions transfer. --- ## When to use this skill | Situation | Skill applies | |-----------|---------------| | Starting a deal-desk function from scratch | Yes — start with **charter design** | | Reviewing existing deal-desk for slowness / inconsistency | Yes — use `scripts/deal_velocity_analyzer.py` + **bottleneck patterns** | | Defining who can approve what discount / term | Yes — use **approval threshold matrix** + `scripts/discount_authority_router.py` | | Building the deal-review packet template | Yes — see **deal-review packet** section + `scripts/deal_review_packet.py` | | Approving / declining a specific deal | Use the packet generator + approval router | | Setting pricing strategy | Use `business-growth/pricing-strategy` first | | Forecasting / measuring pipeline | Use `business-growth/revenue-operations` | | Negotiating an individual contract | Pair with `business-growth/contract-and-proposal-writer` | --- ## What deal desk does (and doesn't) **Does:** - Review non-standard deals: discounts beyond rep authority, custom legal terms, custom SLAs, multi-product bundles, paymen...