{"id":"cs-cfo-business-case-one-pager","audience":"executives","category":"support-work","technique":"verification","track":"support","level":"advanced","title":"Build a CFO ROI memo from verified results only","free":false,"task":"Write a memo for the CFO with exactly three headings in order: Verified results, Cost, ROI. Verified results use only numbers confirmed by the customer's own team. Show the math in ROI like \"15 x 52 x $40 = $31,200\". Say clearly that the vendor's 25-hour claim is excluded. Plain text, under 110 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"ACCOUNT: Pinnacle Insurance Services (renewal in 60 days). CFO: Raj Menon.\n\nVENDOR MARKETING CLAIM: 'Customers save up to 25 hours per week.' (Not verified for Pinnacle.)\n\nPINNACLE'S OWN TIME STUDY (done by their finance team, Oct): claims processing time saved is 15 hours per week across the team. Verified by finance lead Joy Park.\nLoaded cost of staff time, per Pinnacle HR: $40 per hour.\nPinnacle works 52 weeks.\n\nCOST: annual subscription $18,000 (next term, same price). No other fees.\n\nOther claims in the CRM: 'error rate down by half' (anecdote from the manager, no data), 'customers happier' (no NPS data).","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Using the vendor claim","why":"The AI uses 25 hours since it looks more impressive.","fix":"Say: \"Use only the customer's verified 15 hours.\"","checks":["r2"]},{"title":"Including anecdotes","why":"The AI adds the error-rate and happier-customers claims.","fix":"Say: \"Leave out anything without data.\"","checks":["r2"]},{"title":"Skipping the math","why":"The AI states a saving with no working.","fix":"Ask: \"Show the multiplication and the subtraction.\"","checks":["r1"]},{"title":"Wrong layout","why":"The AI adds extra sections.","fix":"Name the three headings.","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","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 headings","patterns":["verified results","cost","roi"]},{"label":"Excludes unverified claims","patterns":["25.hour","unverified","only"]}],"hint":"A CFO memo must hold up under questions. Use verified inputs only, show the arithmetic, and name what you excluded.","rubricLabels":["The headings are exactly Verified results, Cost, ROI, in that order, and Verified results cites 15 hours per week from Pinnacle's own finance-verified time study","ROI shows 15 x 52 x $40 = $31,200 in value, and net of the $18,000 cost = $13,200 per year","The memo says the 25-hour vendor claim is excluded, and leaves out the unverified error-rate and happier-customers claims"]}