Fractional Deal Desk & Contract Management
Complex enterprise deals, done right the first time.
If your deals are getting stuck, I find out why, fix the process, and build the guardrails that keep the next deal from getting stuck the same way.
I build audit-proof pricing engines, governance workflows, and contract guardrails for founders and revenue leaders at B2B software companies whose deals have gotten big enough to hurt.
Contract & Revenue Diagnostic — $6,500 fixed fee. Contracts-only audit — $5,000.
Working proof — the actual workbook, live
This is the actual Deal Pricing Solver workbook on the page — both sheets, its own numbers, its own calculations. The descriptions are the revised wording (clearer to read on a screen); nothing about the math changed. Type in the yellow cells and the green results move. The formulas stay under the hood. Open the full tool page
Working proof, not testimonials
01 — The Mess I Fix
The deal is not stuck for the reason people say it is.
When a complex deal reaches the finish line and stalls, everyone usually has an explanation. Underneath, the basics are undone.
Paperwork is missing. Information is incomplete. Accounts are unverified. Sometimes the missing piece is the approval itself. Sometimes the check finds the opposite problem: a deal was approved that was not supposed to be.
The runbook exists, but it is too wordy to use in the moment. The process exists, but nobody is following the same version of it. Responsibilities are unclear, so the deal bounces between Deal Desk, Finance, Legal, and Fulfillment until it rots instead of booking.
If nobody holds the line, the deal drops into an endless loop. It gets pushed back, passed around, and slowly dies. That is deal paralysis.
Clean intake is not bureaucracy. It is how the deal gets done right the first time.
That is the mess I fix.
02 — How I Work
The big work is reading the process.
I do not start by blaming the team that touched the deal last. I read the whole process and find where it actually broke.
- I ask what we are doing and why. The why drives the action.
- I check what the client has now, what the current deal is, whether this is new or a renewal, and whether they are eligible.
- I look for the signal: what do the stakeholders actually want?
- I check whether the stakeholders did their part. The tell is usually simple stuff: missing docs, missing info.
- I find what is blocking the deal. Is something missing, or is a policy in the way?
- I run the client’s own checklist in full. If they do not have one, that is the first finding.
If the blocker is policy, the question is practical: can we bend it, or do we need to break it and recreate it in a form that works?
Then I build the fix into the operation — ownership, decision rights, escalation, and consequences — so the same problem does not need a hero the next time.
03 — Why Me
Why Me Instead of a Big Firm?
You get the operator who actually held the line inside Google, Meta, and Apple — and sat on the customer’s side of the table in buy-side commercial and defense procurement at Raytheon — not a junior consultant with a slide deck.
When you hire a Big Four firm or a massive consultancy, you pay for heavy corporate overhead, junior analysts learning on your dime, and generic PowerPoint playbooks.
I do the work directly. I design and build the pricing guardrails, playbooks, approval rules, contract workflows, and tools your team will use after I leave.
No bloated theory. No army of billable bodies. The person you hire is the person who diagnoses the problem and builds the fix.
04 — The Lines I Hold
These rules are stated up front so the wrong clients can screen themselves out before we get on a call.
Clarity over hearsay
Nothing gets approved without clean formulas, contract terms, or policy behind it. If a deal structure cannot be backed by the math and the written record, I will not sign off on it.
Audit-proofing over false speed
Speed that breaks compliance or hides margin loss is not speed. It is a time bomb. Real velocity comes from clean intake and guardrails that work while the deal is moving.
Systems over heroics
Fix the broken process once instead of firefighting it every month. I do not become an administrative concierge for incomplete submissions. I build the calculators, playbooks, and accountability structures so the fix stays fixed.
If you want a yes-man to rubber-stamp bad numbers or hide a discount, I am not your operator. If you want the operation diagnosed honestly and built right the first time, we will work well together.
05 — What You Can Hire Me For
Before you automate the quote-to-cash process, make it worth automating.
Most companies try to fix deal friction by buying or configuring software. Software cannot fix unclear business rules, bad intake, or a process nobody owns.
Phase 1 — Diagnose the operation
Contract & Revenue Diagnostic — $6,500 fixed fee, 2–4 weeks.
A deep look at the deal desk, pricing guardrails, approval bottlenecks, quote-to-contract workflow, active contract risks, and the cost of leaving the current system in place. You get a maturity score, workflow maps, a risk matrix, an executive readout, and a prioritized 90-day roadmap.
Contracts-only option — $5,000 fixed fee.
A focused audit of active customer and vendor agreements for hidden liabilities, dangerous renewals, unfavorable terms, and margin leaks.
Phase 2 — Build the fix
Execution & Implementation Builds — $4,500 to $25,000, typically 3–8 weeks.
I build the commercial playbooks, discount rules, approval workflows, contract processes, data structures, and tools identified in the diagnostic. If you already know what is broken, Phase 2 can also be scoped directly.
Phase 3 — Stay in the operation
Fractional Execution & Advisory — $4,000, $7,500, or $12,500 per month.
Ongoing deal governance, live redlining, exception handling, negotiation support, reporting, and cross-functional alignment. Retainers begin with a 90-day commitment, then continue month to month on 30 days’ notice.
The hero offer: Embedded Commercial Redliner & Deal Desk
$7,500 per month.
Direct help on live buyer paper, with a 24-hour target turnaround on complex redlines. This is for companies hitting procurement walls and needing someone who understands both the seller’s margin problem and the buyer’s procurement playbook.
- Live redlining of customer contracts to protect margin, payment terms, and liability.
- Negotiation support when procurement pushes for long payment terms, cash refunds, open-ended liability, custom data terms, or hard price caps.
- Downtime remedies handled in the right order: continuity credits first, capped credits against future invoices second, with payouts tied to chronic failure rather than one bad day.
- Concessions traded for something real — upfront payment, a longer term, or another commitment that matters.
- Pre-negotiation coaching for account executives, plus help structuring non-standard deals that do not fit the drop-down menu.
Fixed-fee projects are typically billed 50% up front and 50% on delivery. Retainers are billed on the first of the month. Introductory discounts and Phase 1 continuity credits can roll into the next Phase 2 build or Phase 3 retainer when agreed up front in writing. One credit applies per engagement, credits do not stack, and they reduce future invoices rather than being paid back as cash refunds.
06 — The Proof
Proof should not be a stack of PDFs. It should show the work.
These are working samples. The names and data are samples where they need to be, but the mechanics are real: change an input, and the tool answers.
Deal Pricing Solver
Most discount fights are one triangle argued for days: list price, discount, and partner margin. Give the solver any two and it solves the third.
Contract Spend Variance & Renewal Tracker
Unmanaged contracts leak quietly. This tracker keeps the contract register, compares forecast with actual spend, checks invoices against purchase orders, and flags the lines that need review — including renewal dates already overdue.
Opening with the full site
Quote-to-Cash Diagnostic
Control points across five stages are scored by maturity and risk. The result is not a vague maturity label. It is a fix order: the critical gaps first, each with an owner and a prescribed fix.
Opening with the full site
Fifteen adapted contract forms are shown as annotated cards, not downloads. Each card explains what I check and redline before that kind of paper moves. Start with the Deal Pricing Calculator
Adapted from Tech Contracts Academy / David Tollen, under Tech Contracts Academy Terms of Use §C.3. Not claimed as original work. Not for sale or resale. Sample only, not legal advice. A sample must not be used in a real transaction without customization and review by a qualified attorney.
The Operator
Sat on both sides of the table.
My background is sell-side deal governance at Google, Meta, and Apple — and buy-side procurement at Raytheon. I have sat on both sides of the table.
At the core, I am a problem solver: direct, sometimes nerdy, honest, and I genuinely solve the problem.
That is the pattern: find the real blocker, push through the right door, and leave a process behind instead of a one-time exception.
Start With the Diagnosis
Do not buy more software first. Do not hire an army. Get the process read properly.
Start with the diagnostic. We find the real blocker, name who owns it, and decide what gets built, fixed, or stopped.
Give me a broken, complicated deal operation. That is the work.