For Agents · MCP

Your task.
The right skill.

The tunnel uses the same cards as the catalogue. Browse only as deep as needed — or load a broad bundle immediately.

No local installationNo M11 loginRead-only

Broad task

Load 5–10 and go

SEO, Sales, Agents or another broad area → one bundle call → work.

MCP endpoint: https://skills.m11.ch/mcp

Read-only access to published skills. Default 8, maximum 10 skills / 120,000 characters.

Task Packs

Marketing Foundation

Compact two-skill starter: clarify positioning and choose a lead magnet. Use Marketing Launch for the broader eight-skill go-to-market workflow.

Marketing Launch

Build an evidence-led marketing plan from ICP and competition through positioning, campaigns, growth and measurement.

Agent Audit Essentials

Diagnose architecture and context, plan agent-team responsibilities, then organize project context and session handoffs. Memory and cost-runtime reviews remain outside this pack.

Conversion and Activation Review

Review the journey from landing page and lead capture through registration, first value and transparent upgrades.

Campaign Content and Brand Review

Plan a campaign, draft its channel content and review the work against actual brand guidance.

Content and Launch Planning

Prioritize an editorial roadmap and plan how to launch and distribute it across suitable channels.

Customer, Market and Community Research

Understand customer needs, compare competitors and plan a community around real member value.

Lead Magnet to Lifecycle Nurture

Choose a relevant lead magnet, then draft a permission-based nurture journey with entry, suppression and exit rules.

API Contract and Observability

Define the API contract, then plan how to observe its latency, failures and retries. Guidance and checklist; no production changes.

Data Analysis Foundation

Profile a dataset, choose and interpret statistical methods, then validate calculations and conclusions before sharing.

B2B Outreach Foundation

Define the target account, prioritize buying signals, plan a human LinkedIn engagement routine and prepare evidence-led responses to buyer concerns.

Choose an area

01 · Category

What the MCP returns at this step

15 · Sales · Commercial Governance

Deal Review Routing

Apply existing commercial policy to a specific deal and route exceptions to named humans.

dealpruefungdeal-desk

Deal Desk — Discount / MSA / Margin Review · Original SKILL.md

---
name: deal-desk
description: Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin after discount, multi-year payment shape, indemnity exposure) need to be quantified, or when discount approval needs to be routed to a named human approver (Sales Director, VP Sales, CFO, CRO, General Counsel). Covers deal review, discount approval routing, per-deal margin scoring, deal exception handling, MSA redline triage, contract landmine detection (uncapped indemnity, MFN, perpetual license-back, missing DPA), and named-approver chain assembly. NEVER auto-approves — every output is a numeric scorecard plus a routing recommendation to a named human.
version: 2.8.0
author: claude-code-skills
license: MIT
tags: [commercial, deal-desk, discount, margin, approval, redline, msa, terms]
compatible_tools: [claude-code, codex-cli, cursor, antigravity, opencode, gemini-cli]
---

# deal-desk

Per-deal review and discount-approval routing. Scores deal margin + risk, routes discount approval to the right human, redlines T&Cs against commercial policy. **Never auto-approves.** Every output is a score plus a routing recommendation to a named human approver.

## Purpose

Deal Desk / RevOps / sales leadership live at the moment between *sales-team-asks-for-discount* and *CFO/CRO/legal-signs*. This skill quantifies the asks and routes them.

Three deterministic tools:

1. `deal_scorer.py` — Scores a deal 0-100 across 5 dimensions (margin, risk, strategic value, commercial fit, term shape) and assigns one of four verdicts: **APPROVE / REVIEW / ESCALATE / DECLINE** — each tied to a named approver chain.
2. `discount_approval_router.py` — Maps a discount-percent + deal-size + tier to a named approver chain (AE → Manager → Director → VP → CFO/CRO) with estimated cycle days. Honors industry-tuned policy bands.
3. `terms_redliner.py` — Detects 10 founder/seller-killer patterns in deal terms (uncapped indemnity, MFN, perpetual license-back, missing DPA, NET-60+, broad non-solicit, etc.) with severity + standard counter + named legal/commercial approver.

## When to use

Invoke this skill when:

- Sales has flagged a discount request above AE authority.
- A customer has returned a redlined MSA and you need triage before routing to legal.
- The deal needs CFO sign-off and you want a defensible margin breakdown.
- An RFP response requires multi-year terms and you need to score the shape.
- A renewal expansion is bundled with a discount and you need to verify policy fit.
- You're building a deal-desk approval queue and need consistent routing.

**Do NOT use this skill to**: author the proposal (use `business-growth/contract-and-proposal-writer`), redesign the discount matrix (use the `commercial-policy` sibling skill), or do deep legal redline of full contract text (use `c-level-advisor/skills/general-counsel-advisor`).

## Workflow

1. **Intake the deal** — Sales/AE fills `assets/deal_intake_template.md` with ARR, term, discount, payment terms, customer tier, strategic flags, and any customer-flagged term redlines (20-min fill-out).
2. **Score margin + risk** — Run `deal_scorer.py --input deal.json --profile {saas|enterprise-software|services|marketplace}`. Read the composite + per-dimension breakdown + verdict.
3. **Route the discount** — Run `discount_approval_router.py --input deal.json --profile <same>`. Get the named approver chain + estimated cycle days. Modifiers (enterprise floor, SMB fast-lane) are surfaced explicitly.
4. **Flag the redlines** — Run `terms_redliner.py --input deal_terms.json`. Get ranked CRITICAL/HIGH/MEDIUM/LOW findings with the counter-language and the approver who must sign each.
5. **Assemble the packet** — Combine the three outputs into a deal-desk review packet. Always include the named approver chain. The packet is **a recommendation**, not an approval.

## Scripts

| Script | Purpose | Industry profiles |
|---|---|---|
| `scripts/deal_scorer.py` | 5-dimension scorecard with verdict + chain | saas, enterprise-software, services, marketplace |
| `scripts/discount_approval_router.py` | Discount % → named approver chain + cycle days | saas, enterprise-software, services, marketplace |
| `scripts/terms_redliner.py` | 10-pattern landmine scanner with counters | n/a (terms-driven) |

All three: stdlib-only, `--help`, `--sample`, `--input <json>`, `--output {human,json}`.

## References

- `references/deal_desk_canon.md` — Deal-desk operating practice: SaaStr playbooks (Jason Lemkin), Winning by Design (van der Kooij + Reichl), Forrester research, RevOps Co-op, OpenView benchmarks, Bridge Group AE comp, Salesforce Deal Desk best practices.
- `references/discount_economics.md` — Discount math + LTV impact: David Skok (For Entrepreneurs), Bessemer State of the Cloud, Tomasz Tunguz, OpenView NRR research, Pacific Crest + KeyBanc SaaS surveys, Insight Partners revenue ops. Includes worked margin math (a 30% discount on an 80% gross-margin product loses 37.5% of margin, not 30%).
- `references/contract_landmines.md` — 10+ named landmine patterns with example counter-language: YC startup library, Robert Klingberg (Founder's Guide to SaaS Agreements), Bowman + Brooke redline guides, IACCM/WorldCC commercial management research, Practical Law contracts library, Bradley Tusk on enterprise contracts, GC100 guidance.

## Assumptions

- The skill assumes the **commercial policy already exists** (discount bands, payment-terms norms, indemnity caps). It applies the policy; it does not design it. See the `commercial-policy` sibling skill for policy design.
- Industry profiles bake in *customary* thresholds. If your company has a documented discount matrix, pass it via `policy_thresholds` in the input JSON to override.
- The terms redliner detects the 10 most common landmines. It is **not** a substitute for General Counsel review on the full contract.
- Scoring weights (margin 30%, risk 20%, strategic 15%, commercial 20%, term 15%) reflect a CFO-leaning bias. RevOps-led shops may want to reweight; the weights are constants at the top of `score_deal()` and are easy to tune.

## Anti-patterns

- **Auto-approving deals.** This skill never says "approved". Every verdict (including `APPROVE`) names the human(s) who must sign. The output is a recommendation.
- **Skipping the redline scan** because the score is high. A high composite with `UNCAPPED_INDEMNITY` is still a DECLINE — critical signals override composite.
- **Using this for legal review of arbitrary contract text.** This skill takes a *structured* terms JSON. For prose redlining, use `c-level-advisor/skills/general-counsel-advisor/scripts/contract_risk_scanner.py`.
- **Treating the discount router as a discount calculator.** It routes a discount the AE/customer has already proposed; it does not calculate the right discount. Pricing logic lives in `commercial/skills/pricing-strategist`.
- **Routing every deal to CFO.** The router stops at the lowest-authority hop that can sign the deal. Over-escalation slows the funnel and trains AEs to over-discount.
- **Hand-editing the chain to skip a hop.** Modifiers (enterprise floor, SMB fast-lane) are explicit; hidden skips defeat the audit trail.

## Distinct from

| Sibling | Scope | Difference |
|---|---|---|
| `commercial/skills/pricing-strategist` | Sets the pricing **model** (per-seat vs usage vs tiered, list prices, packaging) | Operates at the strategy layer — not per deal |
| `business-growth/contract-and-proposal-writer` | **Authors** proposals, SOWs, MSAs | Output is a document; deal-desk is the gate **before** signing |
| `commercial/skills/commercial-policy` (sibling) | Designs the discount matrix and approval thresholds | Deal-desk **applies** that policy to one deal at a time |
| `c-level-advisor/skills/general-counsel-advisor` | Deep legal redline + term-sheet analysis | Operates on full contract prose; deal-desk uses structured terms JSON |
| `c-level-advisor/skills/cfo-advisor` | Burn rate, unit economics, fundraising models | Strategic finance; deal-desk is one-deal granularity |

## Quick examples

```bash
# Score a deal
python3 scripts/deal_scorer.py --sample
python3 scripts/deal_scorer.py --input my_deal.json --profile enterprise-software

# Route the discount
python3 scripts/discount_approval_router.py --sample
python3 scripts/discount_approval_router.py --input my_deal.json --profile saas

# Flag the redlines
python3 scripts/terms_redliner.py --sample
python3 scripts/terms_redliner.py --input my_deal_terms.json --output json
```

The sample (a 28%-discount enterprise SaaS deal with uncapped indemnity + MFN) correctly DECLINEs at 52.7 / 100 composite — the 28% discount destroys 35.9% of the deal's margin dollars under fixed COGS — and routes to AE → Deal Desk → VP Sales → CFO → CRO → General Counsel.

## Forcing-question library (Matt Pocock grill discipline)

Walked one at a time by `/cs:grill-commercial` or the Commercial orchestrator. Recommended answer + canon citation per question. Never bundled.

1. **"What's the gross margin at full discount, AND what does next quarter's pipeline look like at the same terms?"**
   Recommended: model both. Refuse to approve until the AE can articulate the precedent risk.
   Canon: David Skok (For Entrepreneurs — discount math), Tomasz Tunguz benchmarks. Anti-pattern: one 40% precedent reshapes 3 quarters of pipeline.

2. **"Is this discount inside or outside the standard discount matrix?"**
   Recommended: if outside, surface the policy exception explicitly and route to the named exception approver.
   Canon: OpenView discount benchmarks, RevOps Co-op playbooks.

3. **"What's the strategic value beyond ARR — logo, reference, expansion path?"**
   Recommended: require a named, verifiable expansion or reference commitment in writing.
   Canon: SaaStr (Jason Lemkin) on logo discounts; Winning by Design on commitment language.

4. **"Has the customer signed an indemnity cap, a liability cap, and a DPA (if EU data)?"**
   Recommended: required. Uncapped indemnity is a critical-signal override that blocks APPROVE regardless of margin.
   Canon: WorldCC (formerly IACCM) commercial management research, GC100 contract guidance.

5. **"What payment terms — NET-30, NET-45, or NET-60+?"**
   Recommended: prefer NET-30; NET-45+ is a cash flow drag worth quantifying.
   Canon: KeyBanc SaaS Survey, Pacific Crest data — every 15 days of payment terms costs ~2% of effective deal value.

6. **"Is the term multi-year with annual prepay, or annual auto-renew?"**
   Recommended: multi-year prepay > annual prepay > annual auto-renew. Auto-renew without 60-day notice is a redline.
   Canon: Salesforce Deal Desk best practices, OpenView NRR studies.

7. **"Who is the named human approver at each hop of the discount chain?"**
   Recommended: surface the name, not just the role. "VP Sales" is not an approver; "Maria Singh, VP Sales" is.
   Canon: Bridge Group SaaS AE compensation research — named approval reduces precedent drift by 50%+.

Walk depth-first. Lock 1-4 before opening 5-7. After all 7 are answered, invoke `deal_scorer.py` → `discount_approval_router.py` → `terms_redliner.py` in sequence.

When to use

Apply existing commercial policy to a specific deal and route exceptions to named humans.

What you get

The complete original guidance with attributed source and declared limitations.

How it works

Clarify the task and evidence, then apply relevant source instructions within authorized scope.

Requirements

Deal terms, margins, approved discount policy and actual approver roles.

Delivery and review notes

Brief source danger screening: full-text pattern triage and review of flagged passages, not a comprehensive audit or functional test. APPROVE is a routing recommendation, not actual human approval. Full contract review and authority limits remain binding. Referenced scripts, templates, integrations and sibling skills are not supplied or installed unless explicitly listed as included. External calls, account changes, messages and file writes require the actual user task and authorization.

Starting prompt

Use Deal Review Routing for [TASK]. Ask for missing inputs: Deal terms, margins, approved discount policy and actual approver roles. Identify assumptions and missing tools before execution; do not claim results or approvals without evidence.

Not for

Claiming runtime installation, certified safety, verified numerical outputs or permission for external actions merely from loading this source.

What M11 added

German routing, task scope and source limitations. Original author attribution: claude-code-skills. Brief source danger screening: full-text pattern triage and review of flagged passages, not a comprehensive audit or functional test. APPROVE is a routing recommendation, not actual human approval. Full contract review and authority limits remain binding. Referenced scripts, templates, integrations and sibling skills are not supplied or installed unless explicitly listed as included. External calls, account changes, messages and file writes require the actual user task and authorization.

Original authorship remains with alirezarezvani/claude-skills · Original source ↗

Original license & copyright

MIT License

Copyright (c) 2025 Alireza Rezvani

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

Source SHA-256: 39dcfb0d50983bbfaf2b25876ce5fe4fb23b2cf5b3d5469191de9c349743af20
Snapshot checked: 2026-09-28T15:50:31.645Z

Find a skill.Get to work.

All skills

Multi-Agent Orchestration

AI Context Window Audit

AI Agent Architecture Audit

AI Skill Discovery

Lead Magnet Strategy

Ideal Customer Profile

Go-to-Market Strategy

Marketing Campaign Ideas

Product Growth Loops

Competitor Analysis

North Star Metric

Product Positioning

Product Vision

Go-to-Market Motion Selection

Customer Feedback and JTBD Analysis

PESTLE Market Environment Analysis

Customer Journey Mapping

Ansoff Growth Options

Data Analysis Validation

Dataset Profiling

Statistical Analysis Guidance

Programmatic SEO Planning

Landing Page and Form Conversion Review

Paywall and Upgrade Planning

Signup and Registration Review

User Onboarding and Activation

Popup and Modal Planning

Email Sequence Copy and Flow

Marketing Campaign Planning

Marketing Content Drafting

Brand Voice and Content Review

Marketing Performance Reporting

Sales Company Research

Company and Contact Enrichment

Website Information Architecture

Content Strategy and Editorial Roadmap

Product Launch Planning

Customer Research and Voice of Customer

Community Growth and Member Experience

Competitor Research Profiles

Roadmap and Release Communication

Lifecycle Email Sequences

API Contracts and Interface Design

Observability and Instrumentation Planning

Agent Context and Session Handoff

Product Discovery Sprint

Deal Quality Scoring

Enrichment Waterfall Design

Customer Retention Playbook

Sales Coaching Practice

Revenue Cohort Analysis

Intent Signal Scoring

Customer Identity Matching

Segment Activation Planning

Sales Call Review

Retention Dashboard Design

Sales Coaching Competencies

Offer Delivery Design

Offer Value Communication

Service Productization

Conversion Hypothesis Prioritization

Braze Engagement Guidance

Brand Voice Guide Design

Content Pipeline Orchestration

Website Brand Profile

Buyer Objection Clarification

Klaviyo Integration Guidance

Offer Bonus Planning

Klaviyo Marketing Review

Cross-Platform Advertising Review

Expertise Business Model

LinkedIn Advertising Guidance

TikTok Advertising Guidance

Evidence Research Brief

Cinematic Video Prompts

Visual Prompt Model Adaptation

Visual Prompt Diagnostics

Short Film Development

Find a skill.
Get to work.