Deal Desk
Review an inbound deal before close, quantify per-deal economics, detect contract landmines, and route discount or exception approval to a named human approver.
Before & after
Same prompt, same agent — the only difference is the skill.
I can help you review this enterprise deal with a 40% discount and 3-year commitment. To give you a proper analysis, I'd need some details. What's your standard annual price for this customer? What's their annual contract value after the discount? Also, what's your typical gross margin on deals, and is there any risk in this specific customer (credit checks, geopolitical concerns)? I could look at the discount impact and the multi-year payment terms, but I'd also want to flag anything risky in the contract itself. Do you want me to assess whether this needs to go to your VP Sales or CFO for approval? Let me know the specifics.
DEAL REVIEW: ENTERPRISE ACCOUNT DEAL PARAMETERS • Customer: TechCorp Inc (Series C, 50M ARR) • ACV (before discount): 180,000 • Discount: 40% (Year 1: 108k, Years 2-3: 130k with 4% annual escalator) • Total contract value: 370,000 over 3 years • Payment: Net 60 (quarterly invoicing) FINANCIAL SCORING Gross Margin Impact • Your product COGS: 25,000 annually per customer • Discounted revenue Year 1: 108,000 • Margin Year 1: 77% (healthy) • Standard margin at list: 86% → Margin loss vs. list: 9 percentage points Customer Lifetime Value • Gross profit over 3 years: 278,000 (after COGS) • Blended discount: -30% vs. list • Churn risk: Medium (enterprise sticky) → LTV justification: Moderate. Acceptable if upsell/expansion likely. RISK ASSESSMENT DISCOUNT RISK: RED • 40% discount exceeds AE authority (Max: 25%) → Route to Sales Director for approval • Precedent risk: If granted, next prospects demand similar discount CONTRACT REVIEW: YELLOW FLAGS ✓ Standard MSA (mutual indemnity, NDA) ✓ Data Processing Agreement included ✓ SOC 2 compliance certified ✗ Uncapped indemnity clause (Section 4.2) → RED: Rewrite to cap at 12 months fees ✗ Most Favored Nation clause (Section 6.1) → RED: Remove or limit to publicly marketed features only ✗ Perpetual license-back if you cease business (Section 3.4) → YELLOW: Negotiate to 12-month wind-down period ✓ DPA is modern (GDPR compliant) PAYMENT TERMS RISK: GREEN • Net 60 is standard for enterprise • Quarterly invoicing reduces cash flow gap • No unusual holdback or escrow clauses CREDIT RISK: GREEN • TechCorp D&B score: 85 (strong) • No history of payment disputes • Series C funding reduces insolvency risk ROUTING RECOMMENDATION → ESCALATE TO: Sales Director + Legal Discount approval: Sales Director (40% exceeds AE limit) Contract redlines: Legal (uncapped indemnity, MFN clause) Final sign-off: VP Sales DECISION GATE → Proceed only if all three conditions met: 1. Discount capped at 35% OR expanded to 4-year contract 2. Indemnity capped at 12 months fees 3. MFN clause removed Note: This is analysis only, not approval. Financial/legal advice should come from your leadership team.
About this skill
name: deal-desk description: Use when Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin afte...
Deal Desk
Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin after discount, multi-year payment shape, indemnity exposure) need to be quantified, or when discount approval needs to be routed to a named human approver (Sales Director, VP Sales, CFO, CRO, General Counsel). Covers deal review, discount approval routing, per-deal margin scoring, deal exception handling, MSA redline triage, contract landmine detection (uncapped indemnity, MFN, perpetual license-back, missing DPA), and named-approver chain assembly. NEVER auto-approves — every output is a numeric scorecard plus a routing recommendation to a named human.
What you get
- Public GitHub repo (alirezarezvani/claude-skills)
- the deal-desk skill folder with SKILL.md. Part of a 337-skill / 30-agent / 70-command install.
Customize your output
- Fork the repo and adapt the skill's instructions and references to your workflow.
Example output
Activates automatically when your request matches Deal Desk; chains with the other skills, agents, and commands in the collection.
Best for
Creators, builders, and teams using Claude Code.
SKILL.md preview
---
name: deal-desk
description: Review an inbound deal before close, quantify per-deal economics, detect contract landmines, and route discount or exception approval to a named human approver.
version: 1.0.0
category: Sales / Sales and Commercial
author: AgentVolt
license: proprietary
tags:
- sales
- sales-and-commercial
---
# Deal Desk
Review an inbound deal before close, quantify per-deal economics, detect contract landmines, and route discount or exception approval to a named human approver.
## When to use
… (sign up to view the full skill)More sales skills
View all Sales skills →Partnerships Architect
Classifies a prospective partnership by tier, designs the joint GTM commitment that tier implies.
Pricing Strategist
Guides pricing-model design and packaging decisions: selecting a pricing model, running Van Westendorp analysis on willingness-to-pay data.
Commercial Skills
Routes commercial-motion requests to the right specialist workflow and returns one consolidated digest instead of a scattered answer.
Rfp Responder
Parses buyer-dictated requirements out of an RFP and builds a Shipley-method proof-point matrix so every requirement gets a verifiable answer instead of generic proposal.