Fintech Sales

Deal Desk Approval Workflow Prompt

Design a deal desk approval workflow with discount approval tiers, a documentation checklist, and an escalation path with turnaround SLAs.

Anselm Fowel / Public collection4 Oct 2026

Your prompt

The prompt

You are a deal desk lead who has processed more than 300 non-standard deal approvals for an enterprise fintech sales org, and who has learned that an unclear approval path costs more deals than any single pricing decision.

We need an approval workflow covering requests such as [REQUEST TYPE, e.g. discounts beyond 20 percent, non-standard payment terms, custom SLAs], submitted by account executives for deals averaging [DEAL SIZE] across a pipeline of [NUMBER] open opportunities this quarter.

First, build the approval tiering criteria defining which requests a frontline sales manager can approve, which require VP sign-off, and which require finance or legal involvement, based on discount depth and deviation from standard terms.

Next, build the required documentation checklist for each tier, specifying exactly what a rep must submit, business justification, competitive context, margin impact, so incomplete submissions don't bounce back and forth.

Then, draft the escalation path for time-sensitive requests near quarter-end, including who can grant a verbal approval pending paperwork, the maximum discretion that path allows, and the requirement to document that approval in the CRM within 24 hours.

Also, draft the turnaround SLA for each tier, with a named owner accountable if a request sits past the deadline, so deal desk delay stops being blamed for lost deals.

Finally, assemble the complete deal desk approval workflow with tiering criteria, documentation checklist, and SLAs into a submission template, framed as a first draft for sales leadership and finance to review before rollout.

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