{"id":"cs-call-followup-three-decisions-owner-date","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Send a call follow-up with three decisions, owners and dates","free":false,"task":"Write the follow-up email from Tariq to Anneke. Subject line first (under 8 words), then \"Hi Anneke,\". Exactly 3 bullets starting \"-\", each a decision followed by (owner, date), like \"Go-live stays Dec 1 (Hana, Dec 1)\". Leave out anything that was not decided and all small talk. End with \"Tariq\". Plain text, under 90 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"CALL NOTES - Sunrise Bakery - Wed Nov 11, 30 minutes (CSM Tariq; customer contact Anneke Voss, owner)\n- Small talk about the new oven and Anneke's trip to Porto.\n- DECIDED: go-live stays Dec 1. Owner: Hana (our implementation lead).\n- DECIDED: second training session moves from Nov 17 to Nov 19. Owner: Maya (our trainer).\n- DECIDED: Anneke will send the list of staff emails for logins by Nov 16. Owner: Anneke.\n- NOT DECIDED: whether to add the delivery-tracking add-on. Pricing was asked about; Tariq will need to check with the AE. No date.\n- Anneke mentioned she may want a second location next year, nothing concrete.","rules":[{"type":"plainText"},{"type":"maxBullets","max":3},{"type":"maxWords","max":90}],"mistakes":[{"title":"Including the open question","why":"The AI adds the add-on pricing as a fourth point.","fix":"Say: \"Leave out anything that was not decided.\"","checks":["r2"]},{"title":"Missing owner and date","why":"The AI writes decisions as plain sentences.","fix":"Say: \"Each bullet ends with (owner, date).\"","checks":["r1"]},{"title":"Using the old training date","why":"The AI keeps Nov 17.","fix":"Say: \"Use the new date, Nov 19.\"","checks":["r1"]},{"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":"Leaving the bullet count open","why":"The AI keeps adding bullets until every detail is covered.","fix":"Name the cap: \"at most N bullets, nothing else\".","checks":["maxBullets"]},{"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"]},{"title":"Leaving a requirement unstated","why":"The AI follows its own defaults unless the prompt spells this out.","fix":"State it plainly in your prompt: the first line is a subject under 8 words, then 'Hi Anneke,', exactly three bullets starting '-', and the email ends with 'Tariq'.","checks":["r0"]}],"promptHints":[{"label":"Greeting and sign-off","patterns":["hi anneke","tariq"]},{"label":"Three bullets with owner and date","patterns":["3 bullets","three bullets","owner","date"]},{"label":"Excludes undecided and small talk","patterns":["not decided","small talk","leave out"]},{"label":"Caps the length","patterns":["under 90","90 words"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the bullets","patterns":["bullet"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"A follow-up lists only what was decided, with an owner and date for each. Say what to leave out.","mission":"Send Anneke a follow-up listing the three decisions made.","musts":["Each with owner and date","Only actual decisions","No small talk"],"rubricLabels":["The first line is a subject under 8 words, then \"Hi Anneke,\", exactly three bullets starting \"-\", and the email ends with \"Tariq\"","The bullets are the three decisions, each with (owner, date): go-live Dec 1 (Hana), training on Nov 19 (Maya) and staff emails by Nov 16 (Anneke)","The email leaves out the add-on pricing question, the second location and the small talk"]}