roe-governance
Use to codify sales rules of engagement, escalation paths, and exception workflows.
What this skill does
# Rules of Engagement Governance Skill ## When to Use - Rolling out new territory models with updated ownership rules. - Resolving channel, partner, or segment conflicts. - Documenting escalation paths for deal desk, pricing, or product requests. ## Framework 1. **Stakeholder Map** – identify sales, CS, partner, legal, and ops owners. 2. **Rule Definition** – outline assignment logic, routing triggers, and timeframe SLAs. 3. **Exception Handling** – document approval tiers, SLAs, and data required for review. 4. **Enablement & Change Mgmt** – create briefs, FAQs, and office-hour plans. 5. **Compliance & Audit** – track decision logs, metrics, and quarterly refresh cadence. ## Templates - ROE decision tree and ownership matrix. - Exception request form + approval checklist. - Communication kit (email, deck, FAQ) for GTM + partner teams. ## Tips - Keep rules simple enough for reps/channel partners to recall. - Tie every rule to a KPI (speed, fairness, CX) to reinforce intent. - Archive exceptions in a shared system to surface policy drift. ---
Related in Sales & CRM
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