Deal Desk Escalation Request

M

Marcus Lee

@marcus-lee

·

Structure deal desk escalations with clear justification and risk assessment.

45 copies0 forks
Prepare a deal desk escalation for special terms.

Deal: {{deal_name}}
Standard terms: {{standard_terms}}
Requested terms: {{requested_terms}}
Business case: {{business_case}}

Create deal desk escalation:

1. Deal Overview
   - Customer and opportunity summary
   - Strategic importance
   - Competitive situation

2. Request Details
   - Specific terms requested
   - Deviation from standard
   - Customer rationale

3. Business Justification
   - Why exception is warranted
   - Revenue impact of not approving
   - Precedent considerations

4. Risk Assessment
   - Risks of approving
   - Risks of not approving
   - Mitigation measures

5. Customer Commitment
   - What customer commits in return
   - Timeline guarantees
   - Volume or term commitments

6. Recommendation
   - Proposed path forward
   - Alternative options
   - Decision needed by when

Details

Category

Business

Use Cases

deal deskspecial pricingapproval requests

Works Best With

gpt-4oclaude-sonnet-4
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