Article · 10 min read

What Is a Deal Desk and Does Your Team Need One

Jon Festejo · Salesbricks Free Intermediate

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.

  • Start a deal desk when roughly 20 percent of deals stop fitting the standard playbook, not at an ARR number.
  • Non standard means pricing outside your discount bands, off policy term or payment schedule, or custom legal redlines.
  • Rejects the usual 10 to 15M dollar ARR trigger: revenue tells you your size, not whether you need a desk.
  • Write the rules (discount bands, term tiers, payment flexibility) before you hire, since a written process is one you can hire against.

The question it answers

  1. How do I put a deal desk and discount approvals in place without slowing everything down?

Read with it

  1. The practical version, with templates: audit your historical deals, split standard from custom, and build an approval matrix by... RevOps.io Template · 15 min read A Framework for Building Your Deal Desk (+ 2 Free Templates) Asia Corbett
  2. Ties the approval bands back to gross margin and CAC payback, so your discount ceiling is a number you can defend rather than a... Glencoyne Article · 18 min read SaaS Enterprise Discount Approval Matrix: Financial Model and Guardrails for Profitable Deals Glencoyne Editorial Team
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