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AI agent for business development managers

Deal Pricing Margin Check Agent

Custom deal pricing that meets margin policy

Deal Pricing Margin Check Agent: what goes in, what the agent does and what you get

What it does

Custom proposals often include discounts, extra services and special terms that quietly erode margin. This agent loads the draft pricing and the costs behind each line. It first checks every line has a cost; free services count as cost, and where a cost is missing, it asks delivery for an estimate. It then calculates margin over the full deal term, including discounts, payment terms and later-year price increases, and compares it with the minimum margin policy. If margin is below policy, it suggests changes such as removing free services or shortening payment terms, and recalculates to confirm the change works. The manager approves pricing, and any exception below policy goes to finance. Edge case: a multi-year deal has price increases in later years, so the agent calculates margin over the full term.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Draft pricing ready 2 USES A TOOL Load pricing lines and costs 3 CHECKS THE RESULT Does every line have a cost? If not: ask delivery for estimates. Back to step 2. 4 DOES Calculate margin over the full term 5 DOES Compare with the minimum margin policy 6 USES A TOOL Suggest changes and recalculate 7 CHECKS THE RESULT Does the revised margin meet policy? If not: try further changes or prepare a financeexception. Back to step 6. 8 YOU APPROVE Manager approves pricing; finance approvesexceptions 9 RESULT Pricing finalized
Read the steps as a list
  1. Draft pricing ready
  2. Load pricing lines and costs
  3. Does every line have a cost?If not: ask delivery for estimates. Back to step 2.
  4. Calculate margin over the full term
  5. Compare with the minimum margin policy
  6. Suggest changes and recalculate
  7. Does the revised margin meet policy?If not: try further changes or prepare a finance exception. Back to step 6.
  8. Manager approves pricing; finance approves exceptionsThe agent waits here for your OK.
  9. Pricing finalized

How it decides

It calculates margin over the deal term and compares with the policy minimum.

  • Minimum margin per policy
  • Multi-year deals measured over full term
  • Free services counted as cost

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Margin policy
  • Cost sources
  • Term length
  • Approval levels

What keeps you in control

It always asks you first

  • Pricing
  • Margin exceptions

Hard limits

  • Never sends proposals
  • Policy set by finance

It stops when

  • Done: pricing approved
  • Stop: deal lost

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA three-year proposal showed 32% margin, but the training line had no cost, so the cost check failed. Delivery estimated $18,000, dropping margin to 24%, below the 28% policy. The agent suggested removing four free on-site days and recalculated: 29%. The manager approved the revised pricing, and no finance exception was needed.

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