{"id":"cs-book-of-business-cap-check-csv","audience":"managers","category":"support-work","technique":"verification","track":"support","level":"intermediate","title":"Check five CSM books against account and ARR caps","free":false,"task":"Return one code block with CSV using the header csm,accounts,arr_k,over_cap, one row per CSM in alphabetical order. accounts is the total count, arr_k is total ARR in thousands (whole number), and over_cap is yes if accounts are MORE than 30 or ARR is MORE than 4,000, else no. Equal to the cap is not over. Write no more than 6 words outside the block.","materialLabel":"Your material (attached to your prompt automatically)","material":"BOOK OF BUSINESS - Nov 2 (ARR per account by tier: Enterprise $300k, Mid $100k, SMB $20k)\n\nAna: 6 Enterprise, 12 Mid, 10 SMB\nBen: 4 Enterprise, 14 Mid, 14 SMB\nCleo: 8 Enterprise, 8 Mid, 12 SMB\nDev: 10 Enterprise, 10 Mid, 10 SMB\nEli: 9 Enterprise, 11 Mid, 10 SMB\n\nCaps per CSM: 30 accounts and $4,000k ARR. The caps were set in the Q3 planning review and apply to every CSM on the team, whatever the segment mix.\nNote: Cleo's SMB count includes 2 accounts that churned on Oct 30 and are still in the export. The export was pulled on Nov 2 from the CRM by RevOps, and the director reads the CSV in a spreadsheet at Monday's team meeting.","rules":[{"type":"codeBlocks","count":1},{"type":"maxCodeLines","max":6},{"type":"maxProseWords","max":6}],"mistakes":[{"title":"Keeping churned accounts","why":"The AI counts Cleo's two churned SMBs.","fix":"Say: \"Remove accounts that already churned.\"","checks":["r1"]},{"title":"Treating equal as over","why":"The AI marks Eli yes at exactly 30 and 4,000.","fix":"Say: \"Equal to the cap is not over.\"","checks":["r2"]},{"title":"Arithmetic slips","why":"The AI multiplies tiers wrongly or skips a tier.","fix":"Say: \"Accounts = sum of tier counts; ARR = 300 x Ent + 100 x Mid + 20 x SMB.\"","checks":["r1"]},{"title":"Prose around the block","why":"The AI explains the calculation.","fix":"Say: \"One code block, at most 6 words outside it.\"","checks":["r0","codeBlocks","maxProseWords"]},{"title":"Letting the block sprawl","why":"The AI pretty-prints and adds extra lines.","fix":"Say \"keep the block under N lines\".","checks":["maxCodeLines"]}],"promptHints":[{"label":"Gives the header","patterns":["csm,accounts","header"]},{"label":"Gives the ARR formula","patterns":["300","100","20"]},{"label":"States the cap rule","patterns":["more than","not over","equal"]},{"label":"Removes churned accounts","patterns":["churn","remove"]},{"label":"Asks for one code block","patterns":["code block","json","csv"]},{"label":"Keeps the block short","patterns":["lines","one line","compact"]},{"label":"Limits text outside the block","patterns":["no (intro|notes|text|words)","only the","nothing (else|outside)"]}],"hint":"Spell out the formulas, the strict-greater-than rule and which rows to drop, then ask for the exact CSV header.","mission":"Flag which CSMs are over the account or ARR cap.","musts":["Over means strictly more","ARR in whole thousands","Alphabetical by CSM"],"rubricLabels":["The code block has the header csm,accounts,arr_k,over_cap and five rows in alphabetical order: Ana, Ben, Cleo, Dev, Eli","The totals are Ana 28 and 3200, Ben 32 and 2880, Cleo 26 and 3400 (2 churned SMB accounts removed), Dev 30 and 4200, Eli 30 and 4000","over_cap is yes only for Ben (32 accounts) and Dev ($4,200k), and no for Ana, Cleo and Eli (exactly at the caps)"]}