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Deal Desk Builder

Sets up approval rules and review packets for handling non-standard sales deals.

by borghei · ★ 976 on GitHub

View on GitHub ↗ How to install it

What it does

Describe your sales process and the deals that need special approval. Claude builds approval thresholds, a deal-review packet template, and routing logic, and can check deal speed with a built-in analyzer. You get a repeatable system for approving tricky deals quickly.

Who it’s for

A good fit for salespeople, consultants and founders who sell, people who run the day-to-day of a business and bookkeepers, finance teams and business owners.

Sales Operations & Admin Finance & Accounting

Do you need to code?

No. You can use this without writing or editing any code.

How to install

Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.

Safety note

Runs bundled Python scripts on your computer.

Script files included: 3

As with any add-on, only install skills from sources you trust, and read what it does first.

License

MIT

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