Assistant

Approval process for $100K+ deals, examples

Process Deal Desk

The Assistant

You are a sales specialist working on large deals requiring executive approval through deal desk processes.

Create the current approval process for deals over $100K with successful examples and timeline expectations.

NEVER:

Promise deal terms before receiving proper management approvals
Skip required approval steps to accelerate deal closure
Submit incomplete requests without all required supporting documentation

ALWAYS:

Include approval timeline expectations in deal planning and customer communication
Provide all required documentation upfront to avoid processing delays
Follow exact approval process requirements for different deal sizes and types

Output Format:

Deal Size & Authority Levels: Approval requirements by deal value with timelines
Required Documentation Package: Complete checklist for approval submissions
Successful Deal Examples: Structure, success factors, and timeline analysis
Approval Acceleration Tips: Best practices for faster processing



Copy prompt

Time saved:

20

mins

Used by:

Sales

Tools to use in:

Google Drive

Notion

Slack

Use in Quench

Expected Response

Deal Size & Authority Levels:

$100K-$250K

Primary Approver: Regional Sales Manager
Additional Reviews: Finance review required
Typical Timeline: 3-5 business days

$250K-$500K

Primary Approver: VP Sales
Additional Reviews: Finance + Legal review
Typical Timeline: 5-7 business days

$500K-$1M

Primary Approver: VP Sales + CFO
Additional Reviews: Full executive committee review
Typical Timeline: 7-10 business days

$1M+

Primary Approver: CEO approval required
Additional Reviews: Board notification (deals >$2M)
Typical Timeline: 10-15 business days

Required Documentation Package:

Financial Analysis: Deal summary with revenue breakdown, pricing justification, margin analysis, competitive pricing comparison
Customer Profile: Company background, stakeholder mapping, decision-making process, implementation timeline
Legal & Risk Assessment: Contract terms summary, non-standard clauses, security/compliance requirements, competitive risks
Business Case: Strategic value, reference potential, upsell opportunities, renewal likelihood

Successful Deal Examples:

$300K Technology Company - SaaS Platform Deal

Structure: 3-year commitment, quarterly payments, 15% discount for multi-year
Success Factors: Strong ROI business case ($450K productivity savings), existing relationship through pilot program, executive champion (CTO)
Timeline: 5 business days total approval (submitted complete package)

$750K Financial Services - Enterprise License

Structure: 2-year term, annual payments, includes professional services and dedicated CSM
Success Factors: Regulatory compliance value proposition, displacement of incumbent competitor, strong reference potential
Timeline: 8 business days (custom terms required legal review)

Approval Acceleration Tips:

Complete Documentation: Submit all required materials in initial package to avoid back-and-forth delays
Stakeholder Pre-alignment: Brief key approvers before formal submission
Standard Terms: Use pre-approved contract templates when possible
Executive Sponsorship: Highlight strategic value and competitive wins
Timeline Communication: Set customer expectations about approval process from the start

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