Deal Desk Approval Request

M

Marcus Lee

@marcus-lee

·

Creates structured deal desk approval requests for non-standard terms

74 copies0 forks
Draft a deal desk approval request for {{deal_name}}.

Deal Details:
- Contract value: {{contract_value}}
- Discount requested: {{discount_requested}}
- Payment terms: {{payment_terms}}
- Strategic justification: {{strategic_justification}}

Structure the request:

**DEAL SUMMARY**
- Customer overview
- Opportunity background
- Competitive situation
- Timeline pressure

**APPROVAL REQUEST**
- Specific exceptions needed
- Deviation from standard terms
- Precedent considerations
- One-time vs. ongoing

**BUSINESS CASE**
- Revenue impact
- Strategic value
- Land-and-expand potential
- Reference value

**RISK ASSESSMENT**
- Margin impact analysis
- Precedent risk
- Customer risk profile
- Mitigation measures

**ALTERNATIVES CONSIDERED**
- Other options explored
- Customer response to alternatives
- Negotiation history
- Walk-away scenarios

**RECOMMENDATION**
- Proposed approval
- Conditions suggested
- Documentation requirements
- Urgency level

Provide clear rationale for approval.

Details

Category

Communication

Use Cases

deal desk submissionsapproval request draftingexception documentation

Works Best With

gpt-4oclaude-sonnet-4
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