Audit intermediate Works with: Any AI

Discount Policy Audit

Table output Has example

Check discounts for leakage and precedent.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Audit my discount practice. List of recent quotes with list price, discount given, reason and outcome: [QUOTE_LIST]. Margin floor: [MARGIN_FLOOR]. Who may approve discounts: [APPROVAL_RULES].

Find the average and spread of discounts, deals that fell below the margin floor, discounts given without a reason, discounts unrelated to volume or term, and customers who now expect a discount. Compare win rates with discount levels carefully, noting small samples.

Return a table with Quote, Discount, Margin and Concern (red, amber, green), a score from 1 to 10 for discipline, and a simple approval ladder and discount reasons list.

Also suggest how to record the reason for each discount at quote time, a monthly review of exceptions with the approver, and a short script for declining a discount request politely while offering a non-price alternative such as terms or scope.

Label every assumption, keep forecasts as ranges rather than predictions, and tag legal, tax and reporting requirements [VERIFY] for [JURISDICTION] before I rely on them.

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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Quote review (invented 20 quotes)
Average discount 14%; range 0 to 32%. Margin floor 25%.
Below the margin floor: 5 quotes (25%). Largest: 32% given to keep a repeat customer; margin 11%.
No reason recorded: 8 quotes.
Discounts unrelated to volume or term: 9 quotes.
Win rates: quotes with discount over 20% won 4 of 7; quotes with 0 to 10% won 5 of 9. Small samples; no strong conclusion.
Approval ladder: up to 10% rep; 10 to 20% manager with a reason; over 20% director.
Reason list: volume, term, competitor, strategic, goodwill. Check margin before sending.

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