Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Codify sales rules of engagement and escalation v1.0.0

Use this resource to document who decides what and how sales exceptions are handled

New

  • 363 downloads
  • 145 likes
  • 161 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-rules-of-engagement

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent maps the owners (sales, customer success, partners, legal, operations), writes the assignment and routing rules with their timeframes, defines the exception tiers and required data, then plans the rollout with briefs and an FAQ.

Mostly picked by

Updated November 2, 2026

Card for the “Codify sales rules of engagement and escalation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

Similar resources

View all

What you get

  • SKILL.md: owner mapping and assignment rules with timeframes
  • SKILL.md: exception handling, change management and templates

Good fit for

  • You are reorganizing territories and account assignment rules
  • Conflicts between channel and direct sales remain unresolved

Not for

    Tags

    • rules of engagement
    • escalation
    • ownership
    • governance

    About

    You say

    “Formalize the account ownership rules between direct sales and partners, with the escalation path.”

    Card for the “Codify sales rules of engagement and escalation” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to document who decides what and how sales exceptions are handled
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.2 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/sales-operations/skills/roe-governance
    Licence
    Apache-2.0

    Notice

    « roe-governance » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.