{"id":"cs-account-plan-five-fields","audience":"managers","category":"support-work","technique":"grounding","track":"support","level":"intermediate","title":"Condense messy account notes into a five-field account plan","free":false,"task":"Fill an account plan with exactly five labeled lines: Goals:, Stakeholders:, Risks:, Plays:, Next 30 days:. Each line is under 20 words. Use only current facts and leave out anyone who has left. Plain text, under 100 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"ACCOUNT NOTES: Redstone Utilities ($110,000 ARR, renews Jun 30)\nGoals (from the July success plan): cut meter-data report time from 5 days to 1 day; 80% of field staff on the mobile app by March.\nCurrent: report time is 2 days; 52% of field staff on the app.\nStakeholders: Executive sponsor: Kim Aydin (COO). Day-to-day: Luis Ortega (data lead). Former sponsor Hana Fox left in September. IT contact: Sam Reed.\nRisks: new COO Kim has not met us (started Oct 12). Mobile adoption slow in the Eastern district (31%). Competitor Gridly demoed to Luis in October.\nPlays we run: executive intro call; district-by-district mobile training; quarterly reviews.\nNext steps: intro call with Kim by Nov 20; training in the Eastern district Dec 2-4; QBR Jan 14.\nOld notes: 'Hana wants a custom export.' (Hana is gone; ignore.)","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Listing a departed stakeholder","why":"The old notes mention Hana and her request.","fix":"Say: \"Leave out anyone who has left.\"","checks":["r1"]},{"title":"Using old goals only","why":"The AI lists the July goals without current values.","fix":"Say: \"Include current status with the goals.\"","checks":["r2"]},{"title":"Long entries","why":"The AI writes paragraphs for each field.","fix":"Name the five labels and cap each line.","checks":["r0"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and usually runs long, so a vague \"keep it short\" lands well over the limit.","fix":"Cap each part instead of the total, for example \"each line under 15 words\".","checks":["maxWords"]}],"promptHints":[{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Names the labels","patterns":["goals:","stakeholders:","risks:","plays:","next 30 days"]},{"label":"Excludes departures","patterns":["left","leave out","former"]}],"hint":"Account plans must be current. Name the five fields and tell the AI to drop people who have left.","rubricLabels":["The output is exactly five lines starting Goals:, Stakeholders:, Risks:, Plays:, Next 30 days:","Stakeholders names Kim Aydin and Luis Ortega (and Sam Reed) and does not list Hana Fox or her custom export request","Risks include Kim not having met us or the Eastern district at 31% or the Gridly demo, and Next 30 days includes the intro call with Kim by Nov 20 and the Eastern training Dec 2-4"]}