{"id":"cs-champion-forwardable-intro-to-finance","audience":"customer-success","category":"support-work","technique":"audience","track":"support","level":"intermediate","title":"Ask a champion to introduce finance, with a note they can forward","free":false,"task":"Write the email from Dev to Priya. Subject line first (under 8 words), \"Hi Priya,\", one sentence asking for an introduction to Hugo in finance, then a line \"Forwardable note:\" followed by 2 sentences Priya can forward as is (under 35 words, mentioning the invoice and purchase-order steps and a 15-minute call). Keep internal numbers and renewal pressure out of it. End with \"Dev\". Plain text, under 100 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"ACCOUNT NOTES - Larch & Co\nChampion: Priya Natarajan, operations manager. Finance lead: Hugo Brandt. They have not met us.\nInternal only: ARR $48,000; health Yellow; renewal quota pressure; renewal Jan 31.\nWhat we need from finance: who receives invoices, and whether a purchase order (PO) number is required before renewal paperwork.\nAsk: one 15-minute call with Hugo in the next two weeks.\nPriya likes short emails and has been very responsive.\nOther context: Larch & Co has 14 seats across two sites, uses the product mainly for scheduling, and had its last QBR on Sep 30. Hugo Brandt works at the second site and is usually in meetings on Mondays. Priya mentioned in the QBR that invoices have gone to a shared inbox that nobody checks closely.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Leaking internal numbers","why":"The AI mentions the renewal date or the account value.","fix":"Say: \"Keep internal numbers and renewal pressure out.\"","checks":["r2"]},{"title":"Forwardable note too long","why":"The AI writes a full email to forward.","fix":"Say: \"Two sentences, under 35 words, mentioning invoice and PO steps and a 15-minute call.\"","checks":["r1"]},{"title":"No introduction ask","why":"The AI asks Priya to handle finance herself.","fix":"Say: \"Ask for an introduction to Hugo.\"","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":"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":"Greeting and sign-off","patterns":["hi priya","dev"]},{"label":"Forwardable note label","patterns":["forwardable"]},{"label":"Invoice and PO","patterns":["invoice","purchase.order","po"]},{"label":"Keep internals out","patterns":["internal","no arr","renewal pressure"]},{"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":"Make it easy for the champion: give them a note they can forward unchanged, with nothing internal inside.","mission":"Get Priya to introduce Dev to Hugo in finance.","musts":["Forwardable note under 35 words","Mention invoice and PO steps","No renewal pressure"],"rubricLabels":["The first line is a subject under 8 words, then \"Hi Priya,\", one sentence asking for an introduction to Hugo, and the email ends with \"Dev\"","A line \"Forwardable note:\" is followed by two sentences under 35 words in total that mention the invoice and purchase-order steps and a 15-minute call","Nothing in the email mentions ARR, health status, quota, renewal date or pressure"]}