Set up a deal desk record from source evidence, approval rules, owners, dates, and a firm line between drafts and commitments.
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Use this before drafting a proposal, scope, pricing request, or negotiation brief.
Collect the call transcript, CRM record, customer need, scope, stakeholders, decision process, target dates, current commercial request, approved price book, approval matrix, product facts, and contract playbook. Name each source and its date. Mark conflicts and stale fields.
Label each point confirmed, customer-stated, proposed, or unknown. Record the owner and next check for every unknown that could change price, scope, delivery, security, or legal terms.
Give the user a one-page record, missing inputs, deal risks, required approvals, and the next dated action. Do not draft around a missing decision.
You may prepare review material. You may not approve or promise price, terms, scope, service levels, product work, or dates. Do not send, sign, mark closed, or bind the company. Route legal terms to counsel.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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