Put it into practice
Review recent exceptions and their effect on margin and delivery.
Define permitted offers using reliable commercial information.
Reserve changes outside those conditions for the authorised role.
A case to think through
An account lead may use an approved package price, but extended credit or added work requires separate approval even when the discount is small.
This is a hypothetical operating example, not a client result.A boundary worth checking
A percentage limit can conceal an unprofitable deal if the underlying delivery cost is uncertain.
Use an existing case to test the agreement before broadening it. Check the customer promise, the person with authority and the information they can actually see. The examples here are illustrative operating situations, not client results, professional advice or permission to change formal controls.
Your handover working notes
Use these prompts with the person taking ownership. Record the agreement within your existing permissions.
| Prompt | Notes from your case |
|---|---|
| Price basis | |
| margin check | |
| permitted scope | |
| terms | |
| exception |
Should I publish a standard discount percentage?
Only if it fits your economics and authority rules. There is no universally appropriate percentage.
Give one decision a clear owner.
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