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Deal desk: reviews, approves, and structures non-standard sales deals.
Passed 17 of 22 test cases with the skill, and 10 of 22 without it.
and 7 more in the full report
7 fixed10 passed either way5 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 7 test cases the skill fixed. Same model, same prompt, with and without the skill.
We want to generate markdown deal review packets automatically from submitted YAML deal specifications. What command line invocation uses our repository's packet generator script for `opportunity_acme.yaml`?
| Checked | Without skill | With skill |
|---|---|---|
| Specifies calling scripts/deal_review_packet.py. | Missed | Passed |
| Passes the --deal flag with the deal specification file. | Missed | Passed |
The instructions your model reads when the skill loads.
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.
| 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 |
Does:
Doesn't:
test cases passed, vs 10 / 22 without
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