Executive summary

A playbook for the deal desk, non-standard deal review, pricing/discount approval, and quote-to-contract support. This is the Deal Desk Playbook from the Stratenity Library, a governed strategic execution asset that is already built for you. It gives your team the full working method for deal desk, and it walks through everything from deal desk intake and triage design to quote-to-contract support. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this playbook covers

This is a preview of the full deliverable. Inside the Stratenity Library, this playbook walks your team through the complete method, section by section, with a worked client example threaded throughout.

  • Context, Scope and Objectives
  • Approach and Methodology
  • Deal Desk Intake and Triage Design
  • Approval Thresholds and the Authority Matrix
  • Turnaround SLAs and Workflow
  • Pricing Guardrails and Discount Governance

Create a free account to view the full page