{"id":"cs-checkin-email-template-bracket-fields","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Write a reusable goal check-in email with bracket fields","free":false,"task":"Write a reusable check-in email template. Line 1 is \"Subject:\" with 6 words or fewer. Exactly 4 sentences. Use only these bracket fields: [first name], [goal], [current], [target], [date]. Last line exactly \"[csm name], Customer Success\". Plain text, under 70 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"TEMPLATE REQUEST (used by all CSMs for monthly goal check-ins)\nThe email should: greet the customer by name; state the goal and where they are now versus the target; say what we will do next by what date; and invite a reply with any change in priorities.\nAvailable fields (use exactly these, in square brackets): [first name], [goal], [current], [target], [date]. The CSM name field is [csm name] (use it only in the sign-off).\nTone: warm and direct, no jargon, no exclamation marks.\nOld template (retired): 'Dear {{customer}}, we hope you are enjoying our amazing product!!'\nManagers want it to work for any goal type (percent, count or days).","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Using old merge fields","why":"The old template uses {{customer}}.","fix":"Say: \"Use only the given bracket fields.\"","checks":["r2"]},{"title":"Missing a field","why":"The AI skips [current] or [date].","fix":"Say: \"Cover goal, current vs target, next step with date, invite to reply.\"","checks":["r1"]},{"title":"Wrong sentence count or lines","why":"The AI writes six sentences.","fix":"Say: \"Exactly 4 sentences; subject 6 words or fewer; 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":"Names the fields","patterns":["\\[first name\\]","\\[goal\\]","\\[current\\]","\\[target\\]"]},{"label":"Fixes the sentence count","patterns":["4 sentences","four sentences"]}],"hint":"Templates live or die by their fields. List them exactly, fix the sentence count, and say what each sentence does.","rubricLabels":["Line 1 begins with \"Subject:\" with 6 words or fewer, and the last line is exactly \"[csm name], Customer Success\"","Has exactly four sentences covering the greeting by [first name], the [goal] with [current] versus [target], the next step by [date], and an invitation to reply with changed priorities","Uses only the bracket fields [first name], [goal], [current], [target], [date] (and [csm name] in the sign-off), with no double-brace fields and no exclamation marks"]}