# Deal Desk

Deal desk: reviews, approves, and structures non-standard sales deals.

- Repository: https://github.com/borghei/Claude-Skills (1026 stars)
- Category: Design
- License: MIT + Commons Clause
- Last updated: 2026-10-23
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add borghei/Claude-Skills --skill deal-desk -g -a claude-code -y`
Codex: `npx skills add borghei/Claude-Skills --skill deal-desk -g -a codex -y`
Cursor: `npx skills add borghei/Claude-Skills --skill deal-desk -g -a cursor -y`
Gemini CLI: `npx skills add borghei/Claude-Skills --skill deal-desk -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add borghei/Claude-Skills`

## Description

Deal desk: reviews, approves, and structures non-standard sales deals. Use when standing up a deal desk, building approval-threshold matrices, designing deal-review packets, routing deals, or auditing deals for compliance.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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)

The rest: https://github.com/borghei/Claude-Skills/blob/HEAD/business-growth/deal-desk/SKILL.md
