You will recognize these
The bottleneck is everything around the quote: approvals, contracting, legal review, and handoffs to CS and Implementation.
- Discount requests routed through CEO or CRO DMs with no approval framework.
- Legal personally reviews every enterprise contract because no clause library exists.
- Sales cycles extend by 30 to 90 days due to contracting, not selling.
- Custom terms tracked in someone's head. Nobody knows what was actually negotiated across the portfolio.
What “done” looks like
For the CRO
Approval cycles drop from 5 days to same-day. Discount governance is visible and enforceable. You stop being the human router for every exception.
For General Counsel
80% of deals use standard templates. A clause library with documented fallback positions. You focus on genuine exceptions, not routine contract reviews.
For VP RevOps
Deal desk workflow runs without you personally approving every exception. Margin analysis runs automatically. Full visibility into where deals are stuck.
What gets built
8 weeks. Fixed scope, fixed timeline. Here is exactly what you get.
Q2R Audit & Roadmap
Deep audit of current deal flow: approval patterns, discount history, clause drift, and handoff breakdowns. Interviews with CRO, VP RevOps, General Counsel, AEs, Finance, and CS. Written report with prioritized roadmap.
Clause Library & Fallback Playbook
Extracted from 20 to 30 of your signed contracts. Standard positions and documented fallback positions for common negotiation points. Industry-specific riders for regulated verticals.
Deal Desk & Approval Workflow
Approval matrix, margin guardrails, discount governance framework, and escalation paths. Configured in your CRM with automated routing. A pricing policy reps will actually follow.
DocGen & CLM
Template library wired to your CLM or DocGen platform. Clause logic automated. Amendment and renewal workflows built. eSignature routing integrated.
Handoff Architecture & Agent Blueprint
Sales to Implementation to CS handoff with compliance context and SLA tracking. CRM to CLM to Billing integration. Agent Deployment Blueprint with 3 to 5 highest-ROI agents for deal flow intelligence.
Rollout & Enablement
2 live training sessions for sales, legal, and RevOps. Go-live transition. Runbook and enablement recordings.
What we need from you
We work autonomously. Legal and deal desk work requires your team's input. Total effort: 12 to 15 hours per week across the buying committee.
General Counsel
3 to 4 hours per week. Clause extraction input, fallback position sign-off, template review.
CRO / VP Sales
2 hours per week. Discount policy sign-off, approval matrix input.
VP RevOps
2 hours per week. Deal desk workflow design and CRM configuration sign-off.
Common questions
CLM implementations take 9 to 12 months. How is this different?
We install the governance first, then wire it to whatever CLM fits your stack. Most CLM projects fail because they deploy the tool without the underlying clause library and approval framework. We build the governance layer in 8 weeks, fixed fee.
Will a deal desk slow down sales?
The opposite. Automated approval SLAs mean reps get answers in hours, not days. Structured routing is faster because nobody falls through the cracks. The current Slack-DM approach is what creates bottlenecks.
Our legal team is already overloaded. They can not take on a clause library project.
General Counsel provides 3 to 4 hours per week of input and sign-off. We do the clause extraction from your existing contracts, the cataloging, the fallback documentation, and the CLM configuration. The result is that 80% of deals use standard templates and only genuine exceptions reach legal.
We tried Ironclad or SpotDraft and it did not stick.
A CLM without a clause library and approval framework is an empty shell. We install the governance, then wire it to whatever platform fits. Platform-agnostic, no vendor lock-in.