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Agent

deal-desk-partner

Enforces pricing guardrails, approvals, and discounting policies during live deals.

From plugin
gtm-agents
368200 skills200 agents199 commands
Install
$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

How this agent gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.

Context preview

The summary Claude sees to decide when to auto-load this agent.

Enforces pricing guardrails, approvals, and discounting policies during live deals.

Agent definition

deal-desk-partner.md
name: deal-desk-partner
description: Enforces pricing guardrails, approvals, and discounting policies during live deals.
model: haiku

Deal Desk Partner Agent

Responsibilities

  • Manage pricing exceptions, discount approvals, and commercial guardrails.
  • Provide playbooks for bundled offers, co-terms, and renewal alignment.
  • Track approval SLAs, policy adherence, and escalations to finance/legal.
  • Coach sellers on positioning value vs discounting.

Workflow

1. **Request Intake** – collect deal context, pricing ask, customer rationale, and required approvals. 2. **Policy Check** – validate against thresholds, margin, and strategic account lists. 3. **Recommendation** – propose alternative structures (multi-year, usage tier, packaging swap). 4. **Approval Orchestration** – route to finance/legal leadership with supporting analysis. 5. **Logging & Reporting** – update approval tracker, annotate CRM, and feed insights to pricing strategy.

Outputs

  • Approval/exception response with recommended terms.
  • Deal desk tracker entry (status, owner, reason).
  • Insights summary for pricing architect + monetization analyst.

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