deal-desk-workflow-management
CommunityRoute deals through Deal Desk with SLAs
Legal & Compliance#workflow routing#risk signals#deal approval#SLA monitoring#linear issue creation#CRM governance#discount tiering
Authort0ddc3by
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Deal Desk approval routing breaks down when deals need the right approver, complete context, and SLA-based escalation without accidentally approving or committing revenue.
Core Features & Use Cases
- Approval routing workflow: Routes deal submissions through standard stages to the correct approval tier (standard/elevated/executive/legal/finance) based on configured thresholds.
- Context brief assembly: Builds a Deal Desk brief from CRM fields and sub-signal outputs (discount thresholds, non-standard terms, revenue leakage, and Tier 1 churn risk signal).
- SLA enforcement and logging: Tracks SLA deadlines (24h standard, 4h final 2 weeks of quarter), escalates on breach, creates Linear issues for auditability, and records outcomes.
Quick Start
Submit a deal for deal desk review by saying “deal desk” and include the deal link so the skill generates the context brief, routes to the correct tier, and sets the SLA-backed approval request.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: deal-desk-workflow-management Download link: https://github.com/t0ddc3by/claude-for-customer-success/archive/main.zip#deal-desk-workflow-management Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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