commercial-skills

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Commercial — Domain Orchestrator

商业领域编排器

The Commercial surface is per-deal economics and packaging: how the company prices, packages, approves, and forecasts revenue. This orchestrator forks its context, routes your inquiry to one of seven sub-skills, then returns a digest. Heavy intake (RFP PDFs, pipeline exports, partner agreements) stays in the forked context.
商业领域聚焦单交易经济结构与包装策略:即企业如何定价、包装产品、审批交易以及预测收入。该编排器会拆分上下文,将你的咨询请求路由至七个子技能之一,然后返回摘要。大量输入内容(如RFP PDF文件、销售管道导出数据、合作伙伴协议)会保留在分支上下文中。

When to invoke

调用场景

SymptomSub-skill
"We're losing deals on price — should we drop prices or repackage?"
pricing-strategist
"Can we approve a 40% discount on this Enterprise deal?"
deal-desk
"Should we sign with this reseller? What's their tier?"
partnerships-architect
"Is our partner channel actually profitable?"
channel-economics
"What should our standard discount matrix look like?"
commercial-policy
"Help me respond to this 60-page RFP"
rfp-responder
"What's our Q4 bookings forecast at current conversion?"
commercial-forecaster
场景描述子技能
“我们因价格问题丢失交易——应该降价还是重新包装产品?”
pricing-strategist
“我们能否批准这笔企业级交易的40%折扣?”
deal-desk
“我们是否应该与这家经销商签约?他们属于哪个层级?”
partnerships-architect
“我们的合作伙伴渠道是否真的盈利?”
channel-economics
“我们的标准折扣矩阵应该是什么样的?”
commercial-policy
“帮我回复这份60页的RFP”
rfp-responder
“按照当前转化率,我们第四季度的预订预测是多少?”
commercial-forecaster

Routing logic (deterministic)

路由逻辑(确定性)

Same two-signal threshold pattern as
business-operations-skills
. Single-signal → clarifying question. Mixed signals → highest-confidence first, chain second in follow-up turn.
采用与
business-operations-skills
相同的双信号阈值模式。单信号→提出澄清问题。混合信号→优先选择置信度最高的技能,后续回合再调用第二个技能。

Signal table

信号对照表

Signal classKeywordsSub-skill
PRICINGpricing, price, packaging, tier, WTP, willingness to pay, Van Westendorp, value pricing
pricing-strategist
DEALdeal, discount, approval, margin, T&Cs, redline, exception, MSA
deal-desk
PARTNERSHIPpartner, reseller, OEM, co-sell, joint GTM, revenue share, channel agreement
partnerships-architect
CHANNEL_ECONchannel mix, cost to serve, channel ROI, direct vs partner, channel economics
channel-economics
POLICYcommercial policy, discount matrix, T&C library, exception policy, deal framework
commercial-policy
RFPRFP, RFI, RFQ, proposal request, vendor questionnaire, security questionnaire
rfp-responder
FORECASTforecast, bookings, billings, ARR, NRR forecast, pipeline math, funnel projection
commercial-forecaster
信号类别关键词子技能
定价pricing, price, packaging, tier, WTP, willingness to pay, Van Westendorp, value pricing
pricing-strategist
交易deal, discount, approval, margin, T&Cs, redline, exception, MSA
deal-desk
合作伙伴partner, reseller, OEM, co-sell, joint GTM, revenue share, channel agreement
partnerships-architect
渠道经济channel mix, cost to serve, channel ROI, direct vs partner, channel economics
channel-economics
政策commercial policy, discount matrix, T&C library, exception policy, deal framework
commercial-policy
RFPRFP, RFI, RFQ, proposal request, vendor questionnaire, security questionnaire
rfp-responder
预测forecast, bookings, billings, ARR, NRR forecast, pipeline math, funnel projection
commercial-forecaster

Workflow (Matt Pocock grill discipline)

工作流程(Matt Pocock grill规范)

Derived from Matt Pocock's
grill-with-docs
pattern: explore-then-ask, one question per turn with a recommended answer, walk the decision tree depth-first, track dependencies, anchor every challenge in the SaaS pricing / deal desk canon (
references/
).
基于Matt Pocock的
grill-with-docs
模式:先探索再提问,每回合只提一个问题并给出推荐答案,深度遍历决策树,跟踪依赖关系,每个挑战都锚定SaaS定价/交易审核标准规范
references/
)。

Step 1 — Explore before asking

步骤1 — 提问前先探索

Check the user's working directory first:
  • Is there a deal record, pricing comp table, RFP doc, or pipeline export already in the workspace?
  • Does the inquiry already disambiguate the lane (e.g., "review this 60-page RFP" — that's
    rfp-responder
    , no question needed)?
  • Is there an artifact filename that resolves the lane (
    pipeline-Q4.csv
    → forecast;
    MSA-redline.docx
    → deal)?
If the workspace resolves the lane, route silently.
首先检查用户的工作目录:
  • 工作区中是否已有交易记录、定价对比表、RFP文档或销售管道导出数据?
  • 用户的咨询是否已明确技能方向(例如“审核这份60页的RFP”——直接对应
    rfp-responder
    ,无需提问)?
  • 是否有文件名可以明确技能方向(
    pipeline-Q4.csv
    →预测;
    MSA-redline.docx
    →交易)?
如果工作区能明确技能方向,则自动静默路由

Step 2 — If still ambiguous, ONE forcing question with a recommended answer

步骤2 — 若仍存在歧义,仅提一个明确问题并给出推荐答案

Matt's rule: never bundle. Always recommend.
Pattern:
Q1/1: [precise question naming the two candidate lanes]
Recommended: [Lane X, because <signal-table rationale>]

(Confirm, or override?)
遵循Matt的规则:绝不捆绑问题,始终给出推荐选项。
示例格式:
问题1/1:[明确指出两个候选技能方向的精准问题]
推荐选项:[技能X,因为<信号对照表中的依据>]

(请确认,或选择其他技能?)

Step 3 — Decision-tree walk for multi-lane inquiries

步骤3 — 多技能场景的决策树遍历

If the inquiry legitimately crosses two lanes (e.g., "this RFP wants a discount we don't normally give" = RFP + DEAL + maybe POLICY), walk depth-first:
  1. Highest-confidence lane first → run sub-skill in forked context → digest
  2. Ask: "Now run [second lane]? Recommended: yes, because [dependency]."
  3. Confirm before chaining.
Never silently chain.
若用户的咨询确实涉及多个技能方向(例如“这份RFP要求我们提供常规不允许的折扣”=RFP+交易+可能涉及政策),则按深度优先顺序处理:
  1. 优先调用置信度最高的技能→在分支上下文中运行子技能→生成摘要
  2. 询问:“是否现在调用[第二个技能]?推荐:是,因为[依赖关系说明]。”
  3. 获得确认后再链式调用。
禁止静默链式调用。

Step 4 — Invoke sub-skill in forked context

步骤4 — 在分支上下文中调用子技能

Forward original prompt + structured inputs (pipeline CSV, RFP doc path, pricing comp table, MSA redline).
转发原始提示语+结构化输入内容(销售管道CSV文件、RFP文档路径、定价对比表、MSA修订版)。

Step 5 — Return digest with cited canon challenge

步骤5 — 返回带有规范引用挑战的摘要

≤ 200 words: analyzed, top 3 findings (anchored to canon citation), top 3 next actions (named approver where applicable), artifact path, and one grill challenge for the user. Examples:
  • "Your deal scorecard shows 38% margin after discount. Skok's For Entrepreneurs benchmark says SaaS deals < 70% gross margin pre-discount need scrutiny. Did you model fulfillment cost or just COGS?"
  • "Your packaging has 14 features in Better and 16 in Best. Madhavan Ramanujam (Monetizing Innovation): tiers with no clear differentiator make 70% of customers pick the cheapest. What's the one feature that forces an upgrade?"
摘要字数≤200字:包含分析结果、3项核心发现(锚定规范引用)、3项后续行动(注明相关审批人)、文件路径,以及一个向用户提出的针对性挑战。示例:
  • “你的交易计分卡显示折扣后毛利率为38%。Skok的For Entrepreneurs基准指出,SaaS交易折扣前毛利率低于70%需要仔细审查。你是否已将履约成本纳入模型,还是仅考虑了COGS?”
  • “你的产品包装中,Better版本包含14个功能,Best版本包含16个功能。Madhavan Ramanujam(《Monetizing Innovation》)指出:无明确差异化的层级会导致70%的客户选择最便宜的版本。哪个功能是促使客户升级的核心驱动力?”

Forcing-question library (grill-with-docs pattern)

强制问题库(grill-with-docs模式)

Grill the user on lane-defining decisions before invoking the sub-skill. One per turn, recommended answer, canon citation:
  • PRICING lane: "Before picking a model: is your customer paying for outcomes, seats, or usage? Recommended: outcomes (value-based) if you can measure them. Anti-pattern (Ramanujam 2016 Monetizing Innovation): seat-based pricing on a usage-variable product caps your TAM at 20% of WTP."
  • DEAL lane: "Before approving: what's the gross margin at full discount, and what does next quarter's pipeline look like at the same terms? Recommended: model both. Anti-pattern (Tunguz benchmarks): one 40% precedent reshapes 3 quarters of pipeline."
  • FORECAST lane: "Before forecasting: are you using stage-conversion rates from the last 4 quarters, or the last 12? Recommended: last 4 weighted heavier. Anti-pattern (Skok, OpenView): equal-weighting 12 months hides the recent slowdown."
  • PARTNERSHIP lane: "Before signing: does the partner have independent demand, or are they reselling our pipeline? Recommended: insist on indep demand evidence. Anti-pattern (Forrester channel research): channel-led deals from your own pipeline cost more than direct."
Never run a sub-skill until the lane-defining decision is locked.
在调用子技能前,针对技能方向的决策向用户提出问题。每回合一个问题,附带推荐答案和规范引用:
  • 定价方向:“在选择模型前:你的客户是按成果、席位还是使用量付费?推荐选项:若可衡量则按成果(基于价值)付费。反模式(Ramanujam 2016年《Monetizing Innovation》):针对使用量可变的产品采用席位定价,会将你的TAM限制在WTP的20%以内。”
  • 交易方向:“在批准前:全额折扣后的毛利率是多少,以及按相同条款计算的下一季度销售管道情况如何?推荐选项:同时建模两者。反模式(Tunguz基准):一次40%折扣的先例会影响未来3个季度的销售管道。”
  • 预测方向:“在预测前:你使用的是过去4个季度还是过去12个月的阶段转化率?推荐选项:优先采用过去4个季度的加权数据。反模式(Skok, OpenView):对12个月的数据同等加权会掩盖近期的增长放缓。”
  • 合作伙伴方向:“在签约前:该合作伙伴是否拥有独立需求,还是仅转售我们的销售管道?推荐选项:坚持要求提供独立需求的证据。反模式(Forrester渠道研究):来自自有销售管道的渠道主导交易成本高于直接交易。”
在技能方向的决策确定前,禁止调用子技能。

Assumptions

假设前提

  1. User has commercial authority OR is preparing analysis for someone who does.
  2. User wants deterministic decision support, not the final answer — the human approves the deal, sets the price, signs the partner.
  3. Inputs may be partial — every sub-skill ships templated dummy data so the user can see the shape before filling in their own.
  1. 用户拥有商业决策权限,或正在为拥有该权限的人准备分析内容。
  2. 用户需要确定性决策支持,而非最终答案——交易批准、定价设置、合作伙伴签约均由人工完成。
  3. 输入内容可能不完整——每个子技能都提供模板化虚拟数据,方便用户在填写自有数据前了解输出格式。

Non-goals

非目标

  • Not a CRM, CPQ system, or contract repository.
  • Does not auto-approve deals. Every output is a score + recommendation + human-approver routing.
  • Does not store deal history across sessions.
  • 不充当CRM、CPQ系统或合同存储库。
  • 不自动批准交易。所有输出内容均为评分+建议+人工审批路由指引
  • 不跨会话存储交易历史。

Distinct from

与其他技能的区别

  • business-growth/sales-engineer
    — that's the technical sale (demos, POCs). Commercial is economic shape of the deal.
  • business-growth/revenue-operations
    — that's process (lead routing, SDR motion). Commercial is per-deal economics + policy.
  • business-growth/contract-and-proposal-writer
    — that's authoring prose. Commercial is decision logic + structured response.
  • c-level-advisor/cro-advisor
    — that's strategic CRO judgment ("when do we hire VP Sales?"). Commercial is tactical ("approve this discount").
  • finance/financial-analysis
    — that's close + report. Commercial is forecast + per-deal economics.
  • business-growth/sales-engineer
    ——聚焦技术销售(演示、POC)。商业领域技能聚焦交易的经济结构
  • business-growth/revenue-operations
    ——聚焦流程(线索路由、SDR流程)。商业领域技能聚焦单交易经济+政策
  • business-growth/contract-and-proposal-writer
    ——聚焦文案撰写。商业领域技能聚焦决策逻辑+结构化响应
  • c-level-advisor/cro-advisor
    ——聚焦战略CRO判断(“何时招聘销售副总裁?”)。商业领域技能聚焦战术层面(“批准这笔折扣”)。
  • finance/financial-analysis
    ——聚焦结账+报告。商业领域技能聚焦预测+单交易经济

Output artifacts

输出产物

Sub-skillArtifact
pricing-strategist
pricing_model.md
+
wtp_analysis.json
deal-desk
deal_scorecard.md
+
discount_approval_routing.json
partnerships-architect
partner_tier_assignment.md
+
revshare_model.json
channel-economics
channel_mix_analysis.md
+
cost_to_serve.json
commercial-policy
commercial_policy.md
(discount matrix + exception flow)
rfp-responder
rfp_response.md
+
winrate_estimate.json
commercial-forecaster
forecast.md
+
pipeline_math.json
子技能产物
pricing-strategist
pricing_model.md
+
wtp_analysis.json
deal-desk
deal_scorecard.md
+
discount_approval_routing.json
partnerships-architect
partner_tier_assignment.md
+
revshare_model.json
channel-economics
channel_mix_analysis.md
+
cost_to_serve.json
commercial-policy
commercial_policy.md
(折扣矩阵+例外流程)
rfp-responder
rfp_response.md
+
winrate_estimate.json
commercial-forecaster
forecast.md
+
pipeline_math.json

Anti-patterns (do not)

反模式(禁止行为)

  • ❌ Recommend a specific price — recommend a range + model, user picks the number
  • ❌ Auto-approve discounts above policy — every >X% discount routes to a named human approver
  • ❌ Generate an RFP response without proof points the user can verify
  • ❌ Forecast bookings without surfacing the conversion assumption explicitly
  • ❌ Run all 7 sub-skills "to be thorough" — pick one, digest, chain if needed
  • ❌ 推荐具体价格——应推荐价格区间+模型,由用户确定最终价格
  • ❌ 自动批准超出政策范围的折扣——所有超出X%的折扣需路由至指定人工审批人
  • ❌ 在无用户可验证的证明点的情况下生成RFP响应
  • ❌ 在未明确转化率假设的情况下预测预订量
  • ❌ 为“全面起见”运行所有7个子技能——选择一个技能生成摘要,必要时再链式调用

References

参考资料

  • SaaS pricing canon: Tomasz Tunguz, David Skok, Bessemer Venture Partners
  • Deal desk: SaaStr playbooks, Winning by Design
  • Path-B build pattern:
    documentation/implementation/bizops-commercial-expansion-plan.md
  • SaaS定价规范:Tomasz Tunguz、David Skok、Bessemer Venture Partners
  • 交易审核:SaaStr playbooks、Winning by Design
  • Path-B构建模式:
    documentation/implementation/bizops-commercial-expansion-plan.md