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Renewal Deal Desk Skill

deal-desk

Use to manage pricing, packaging, and approval workflows for renewal

SKILL.md

Full skill instructions

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.

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