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Brennan Ward · Deal Desk
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Sample 4 of 7

“How do you communicate with Sales when the answer is no?”

How a 'no' from the desk should read

Deal: Corvane Financial + Pinecrest Software (fictional)

Principle

No is a fact. How the no arrives is a choice. Sales carries quota risk I do not; the answer has to respect that.

What a “no” from me looks like

A real draft from the demo workspace, to AE Priya Raman, covering two of her deals:

Hi Priya, two of your deals caught my eye. Corvane is running at 138% of its prorated commitment on log ingestion, and their finance team is already asking about the overage. If we size the reset from actual usage, the overage becomes a bigger commitment at a better rate, which makes it a much easier conversation. Pinecrest’s cloud team says the AWS private offer has to be in by the 1st to count against their EDP, so it’s worth lining up the marketplace paperwork now. Want 15 minutes this week to work through both?

Notice what it does:

What I never do

Reply “denied, see discount policy section 4.” The policy is my job to know, not theirs to look up.