deal-desk-partner
Enforces pricing guardrails, approvals, and discounting policies during live deals.
$ npx -y skills add gtmagents/gtm-agents --agent claude-codeHow 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.mdname: 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.
---
Free AI automation for sales, marketing, and growth teams. No coding required.
Other agents on gtm-agents.
- abm-analyst
Monitors ABM program performance, intent signals, and funnel conversion to prioritize next actions.
Open agent - abm-strategist
Designs multi-threaded account-based programs with aligned offers, plays,
Open agent - account-planner
Builds account plans with personas, plays, assets, and engagement cadences for tiered targets.
Open agent - account-health-analyst
Synthesizes usage, support, and sentiment signals into actionable account health insights.
Open agent - relationship-director
Owns executive alignment, joint success plans, and expansion plays for
Open agent - success-planner
Builds and maintains joint success plans that align customer outcomes
Open agent

