Individual skill
roe-governance
Use to codify sales rules of engagement, escalation paths, and exception workflows.
plugins/sales-operations/skills/roe-governance/SKILL.md
Source commit 78e0419f4440bcb43bc80127e174ecf5adef1753
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- Instructions only
- Last checked
- Nov 10, 2026
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- Repository last updated
- Apr 3, 2026
- License
- Apache-2.0
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- sales Derived category
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# 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.
