Agent skill · marketing growth · borghei
deal-desk
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.
Why this skill is useful
Provides specific templates and scripts for deal review processes that enhance operational efficiency in sales.
What it needs
About 11k tokens when loaded. Last updated 2026-07-21. 462 stars on the source repository.
What this skill does
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/dealvelocityanalyzer.py + bottleneck patterns Defining who can approve what discount / term Yes — use approval threshold matrix + scripts/discountauthorityrouter.py Building the deal-review packet template Yes — see deal-review packet section + scripts/dealreviewpacket.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) Doesn't: Set the published pricing (that's pricing strategy) Negotiate with the customer (that's the sales rep / AE) Close the sale (that's the rep + customer success) Run the order-to-cash workflow (that's billing / RevOps) Replace legal review (legal is one of …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills borghei/deal-desk