{"id":"cs-account-review-blank-template","audience":"managers","category":"support-work","technique":"format","track":"support","level":"intermediate","title":"Turn a strong account review into a reusable blank template","free":false,"task":"Turn the filled example into a blank template for the whole team. Output exactly 7 lines, one per label in the same order as the example, each formatted \"Label: [what to enter]\". Each bracket has 6 words or fewer. Include no names, numbers, dates or product names from the example. No title line. Plain text, nothing else.","materialLabel":"Your material (attached to your prompt automatically)","material":"MESSAGE FROM THE CS DIRECTOR: \"Rafa's review of Kestrel Labs was the clearest one this quarter. Can we turn it into something everyone can reuse?\"\n\nQ3 ACCOUNT REVIEW - Kestrel Labs (filled example)\nGoal: cut report time from 5 days to 2 by Dec 31\nUsage trend: 412 active users, up 9% vs Q2\nRisks: sponsor Tamsin Reyes leaves Nov 30; Atlas ERP integration delayed\nWins: finance team live Oct 14; 3 dashboards built\nAsks: intro to the new sponsor; 2 hours of admin time\nNext step: Rafa to book the handover call by Nov 20\nOwner: Rafa Kim, CSM\n\nThe review took Rafa about 20 minutes and was shared with the account team in the CS channel on Oct 28.","rules":[{"type":"plainText"},{"type":"maxWords","max":75}],"mistakes":[{"title":"Leaving example details in","why":"The AI keeps numbers or names because they look like helpful examples.","fix":"Say: \"No names, numbers, dates or product names from the example.\"","checks":["r1"]},{"title":"Adding a title or notes","why":"The AI wraps the template in headings and tips.","fix":"Say: \"Exactly 7 lines, no title line, nothing else.\"","checks":["r0"]},{"title":"Vague placeholders","why":"The AI writes [details] in every bracket.","fix":"Say: \"Each bracket says what to enter, in 6 words or fewer.\"","checks":["r2"]},{"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":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]}],"promptHints":[{"label":"Fixes the line format","patterns":["label:","\\[","bracket"]},{"label":"Excludes example specifics","patterns":["no names","no numbers","from the example"]},{"label":"Keeps the labels in order","patterns":["same order","same labels","7 lines","seven"]},{"label":"Limits bracket length","patterns":["6 words","six words","or fewer"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"A reusable template keeps the structure and removes the specifics. Say which parts stay and which go.","mission":"Turn the filled account review into a blank team template.","musts":["Exactly 7 lines","Brackets 6 words max","No example names or numbers"],"rubricLabels":["The output has exactly 7 lines, in the order Goal, Usage trend, Risks, Wins, Asks, Next step, Owner, each formatted \"Label: [...]\" with no title line","None of the example's specifics appear (no Kestrel, Rafa, Tamsin, Atlas, 412, 9%, 5 days, Oct 14, Nov 20 or Nov 30)","Each bracket tells the writer what to enter (for example the goal with a measure and date) and has 6 words or fewer"]}