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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Significant-Gravitas/skills-catalog22026年10月22日 更新
免费在 GitHub 公开
deal-desk-getting-started
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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查看安装方法包含的文件（1）
- SKILL.md1.3 KB
SKILL.md（原文）
安装前可以查看交给 AI 代理的指令内容。
Deal desk getting started
Use this before drafting a proposal, scope, pricing request, or negotiation brief.
Build the deal record
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.
Separate four states
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.
Return the intake
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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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.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新
Write ad variants that each test one idea, within platform limits and supported claims.
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Significant-Gravitas/skills-catalog22026年10月22日 更新
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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Significant-Gravitas/skills-catalog22026年10月22日 更新
Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
中文简介正在准备中。当前显示原文说明。
Significant-Gravitas/skills-catalog22026年10月22日 更新