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, payment terms outside policy
• Make the approval decision (or route to the right approver)
• Structure the deal: pricing, terms, ramp schedule, success criteria
• Maintain the deal-desk policy, what's standard, what needs approval
• Track deal velocity (time from request → decision → signature)
• Produce evidence for finance / audit (every concession traceable)