{"id":"cs-champion-left-intro-email","audience":"customer-success","category":"support-work","technique":"context","track":"support","level":"beginner","title":"Introduce yourself to a new contact after the champion leaves","free":false,"task":"Write an email to Pete Alvarez, the new Director of Operations at Cobalt Works. Line 1 is \"Subject:\" with 7 words or fewer. Exactly 3 sentences, plain text: who you are, one result from the notes, and a request for a 20-minute call between Nov 16 and Nov 20. Do not guess his priorities. Last line exactly \"Leah, Customer Success\".","materialLabel":"Your material (attached to your prompt automatically)","material":"ACCOUNT: Cobalt Works ($64,000 ARR, customer 2 years, renews Apr 30)\nPrevious champion: Dana Ferris (left the company Aug 29). She ran the platform day to day.\nNew contact: Pete Alvarez, Director of Operations since Sept 8 (from his LinkedIn). We have never met him. He has not logged in to the platform.\n\nRESULTS (from the QBR in June, approved by Dana): order picking errors down from 4.1% to 2.3%; 6 hours a week saved on stock counts.\nOpen items: renewal in April; two seats still assigned to Dana.\n\nCSM: Leah Quinn. Our usage data: 31 of 40 users active.\nPrevious CSM's note: 'Pete is probably cost-focused, lead with savings.' (A guess.)","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Guessing his priorities","why":"The previous CSM's note suggests cost focus and the AI adopts it.","fix":"Say: \"Do not guess his priorities.\"","checks":["r2"]},{"title":"Missing the specific ask","why":"The AI asks to 'connect soon'.","fix":"Say: \"Ask for 20 minutes between Nov 16 and Nov 20.\"","checks":["r1"]},{"title":"Wrong subject or sign-off","why":"The AI writes a long subject and signs 'Warm regards'.","fix":"Give the limits and the exact last line.","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":"AI is bad at counting and usually runs long, so a vague \"keep it short\" lands well over the limit.","fix":"Cap each part instead of the total, for example \"each line under 15 words\".","checks":["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":"Sets the ask and window","patterns":["20.?minute","nov 16","nov 20"]},{"label":"Bans guessing","patterns":["do not guess","don.t guess","no assumptions"]}],"hint":"A first email to a stranger should be short and specific. Give the ask, the window and what not to assume.","rubricLabels":["Line 1 begins with \"Subject:\" with 7 words or fewer, and the last line is exactly \"Leah, Customer Success\"","Has exactly three sentences: who Leah is, one result from the notes (such as picking errors down from 4.1% to 2.3% or 6 hours a week saved), and a request for a 20-minute call between Nov 16 and Nov 20","Does not guess or claim to know his priorities, such as saying he is cost-focused or wants savings"]}