Deal Desk

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 revi

Optimized workflow

This edition turns the source methodology into a repeatable agent workflow with explicit inputs, checkpoints and deliverables.

Quality standard

• Confirm scope and missing inputs before execution
• Ground decisions in available evidence and preserve source constraints
• Return an actionable result with assumptions, risks and next steps

Agent compatibility

The same core method is packaged for Claude, Codex, GPT, Gemini, Cursor and OpenCode.