Close More Deals. Scale Faster.
Turn Chaos into Revenue.
- Deal Desk Pioneer
- Financial Strategist
- MVP Award Winner
- Philanthropist
In the high-stakes world of business, where every deal counts, you need a partner who not only sees the bigger picture but knows how to make every piece of the puzzle work perfectly. Jill Marie Roman is that partner, with a career built on mastering the art and science of deal desk operations.
Deal Solutions Consulting Engagement Options
Choose from five strategic packages designed to align with your stage of growth, operational maturity, and revenue goals.
Transformation Package: Ignite your next-level growth.
Comprehensive deal operations transformation for sustained growth
What’s Included:
- Complete strategic redesign of deal operations and governance framework
- Custom deal desk playbook with integrated analytics and reporting
- Hands-on optimization of CPQ, pricing models, legal templates, and approval processes
- Comprehensive enablement of all cross-functional stakeholders
- Full documentation, training programs, and strategic rollout planning
Ideal For: Organizations undergoing significant growth, funding rounds, or operational changes who need a sophisticated backbone supporting rapid expansion and compliance requirements.
Acceleration Package: Accelerate without Chaos
Targeted optimization with focused execution support
What’s Included:
- Strategic process refinement across 2–3 critical operational areas
- Scalable deal intake and review models that grow with your team
- Optimization of quoting tools, CRM workflows, and escalation logic
- Internal enablement: comprehensive “How we do deals” guides and training
- Regular executive updates with hands-on implementation support
Ideal For: Companies with basic workflows in place who need robust structure to manage increasing deal volume and expanding teams.
Foundation Package: Build it Right from the Start
Build essential deal operations from the ground up.
What’s Included:
- Deal Desk framework tailored to your specific sales model
- Streamlined approval workflows and foundational pricing governance
- Initial CPQ guidance and professional order form design
- Essential documentation (RACI matrices, SLAs, process maps)
- Direct coaching for leadership and RevOps teams
Ideal For: Organizations ready to operationalize deals and eliminate bottlenecks with their first structured deal desk function.
Reboot Package: Realign for revenue resilience.
Rebuild and optimize underperforming deal operations
What’s Included:
- Comprehensive audit of current processes, systems, and performance metrics
- Complete redesign of workflows, pricing approvals, and technology stack (CPQ, CRM, etc.)
- Cross-functional process alignment with strategic change management
- Executive stakeholder alignment on roles, policies, and governance structures
- Advanced documentation, organization-wide enablement, and long-term transformation roadmap
Ideal For: Companies with existing deal operations that have become inefficient, underutilized, or misaligned with current business objectives.
Virtual Deal Desk Package: Let the deals flow.
Ongoing deal support without the overhead of full-time staff
What’s Included:
- Dedicated deal review and approval support on a retainer basis
- Real-time deal structure guidance and pricing optimization
- Contract review, redlining, and negotiation support
- Monthly process improvement recommendations and optimization
- Flexible capacity that scales with your deal volume and seasonality
Ideal For: Growing companies who need consistent, expert deal desk support but aren’t ready to hire full-time deal desk professionals or want to supplement their existing team during peak periods.
Ready to transform your deal operations? Let’s discuss which package best fits your organization’s current stage and growth ambitions.
Engagement Disclosure
All consulting packages are customizable and may be tailored to fit your organization’s unique goals, timeline, and internal resources. Final scope, deliverables, and terms will be defined in a formal proposal and agreement prior to engagement.
Warm regards,
Jill