A deal desk is a written process long before it is a person. Start by auditing your last fifty deals and drawing the line between standard (list price or close to it, your paper, no custom terms) and everything else. Standard deals should need no approval at all, and that should cover most of your volume. Then set discount bands with a named approver and a promised turnaround for each: a rep can move a little on their own, a manager handles the middle, and anything deep goes to you or your finance lead with a written justification and a comparison to similar deals. The trigger to formalise is not an ARR number, it is when roughly a fifth of your deals stop fitting the playbook. Publish the turnaround times and hold yourself to them, because a deal desk that takes four days to answer is just a slower way of saying yes.
3 hand-picked resources, 3 link-checked. Pick how you want to dig in.
Why we picked it Gives the trigger that is actually useful, which is not an ARR number but the moment roughly a fifth of your deals stop fitting the standard playbook, and makes the case that a deal desk is a process first and a hire much later.
From Salesbricks by Jon Festejo 10 min read
Open salesbricks.com →Why we picked it Ties the approval bands back to gross margin and CAC payback, so your discount ceiling is a number you can defend rather than a feeling. The section on non price levers (payment terms, term length, services) is the one to read before your next negotiation.
From Glencoyne by Glencoyne Editorial Team 18 min read
Open glencoyne.com →Why we picked it 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.
From RevOps.io by Asia Corbett 15 min read
Open revops.io →How running a sales process and closing reads from a different seat.
The same ground, over in Money, pricing & model, our Starting Up track.
The same ground, over in Money, pricing & unit economics, our D2C track.
