📋 Template
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Free
Intermediate
The practical version, with templates: audit your historical deals, split standard from custom, and build an approval matrix by seniority. Standard deals get fast tracked to signature with no review, which is the part most teams forget.
A Framework for Building Your Deal Desk (+ 2 Free Templates)
From RevOps.io by Asia Corbett 15 min read
- Sort every deal into standard (no redlines, minimum discount, no pricing changes) and custom, then fast track the standard ones.
- Audit last year first: how many deals were discounted, how deep, and how many carried contract customizations.
- Set discount policy by deal size and cut it by region, product and acquisition channel, optionally by rep seniority.
- Staff the committee from RevOps plus finance, legal and sales leadership.
