{"id":"cs-credit-or-extension-options-approver-tiers","audience":"executives","category":"support-work","technique":"constraints","track":"support","level":"advanced","title":"Frame three make-good options with the right approver for each","free":false,"task":"Write the note for the CRO in five lines: \"A:\", \"B:\", \"C:\", \"Recommendation:\" and \"Decision needed from:\". Each option line shows the dollar value, its percent of the annual fee (one decimal) and the approver tier from the policy. Recommend the lowest-cost option that stays within VP authority. Plain text, under 110 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"CUSTOMER: Harbor & Pine Hotels - annual fee $120,000. Customer asked for \"a 30-day free extension\".\nConfirmed impact: an outage of 2 days 4 hours in October.\n\nOPTIONS\nA) Service credit of 5% of the annual fee.\nB) A 14-day free extension.\nC) A 30-day free extension (what the customer asked for).\n\nVALUE OF FREE DAYS: the fee is worth $328.77 per day. 14 days = $4,603. 30 days = $9,863.\nHelper percents of the annual fee: 4,603 is 3.8%. 9,863 is 8.2%. 5% of the fee is $6,000.\n\nAPPROVAL POLICY for make-goods (percent of the annual fee)\n- Up to 5% (inclusive): VP Customer Success.\n- Over 5% up to 15%: CRO.\n- Over 15%: CEO.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Recommending what the customer asked","why":"The AI picks C to please the customer.","fix":"Say: \"Recommend the lowest-cost option within VP authority.\"","checks":["r2"]},{"title":"Misreading the 5% edge","why":"The AI sends A to the CRO.","fix":"Say: \"Up to 5% inclusive is VP authority.\"","checks":["r1"]},{"title":"Dropping percents","why":"The AI lists dollars only.","fix":"Say: \"Show dollar value, percent to one decimal and approver.\"","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":"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 output has five lines starting 'A:', 'B:', 'C:', 'Recommendation:' and 'Decision needed from:'.","checks":["r0"]}],"promptHints":[{"label":"Names the five labels","patterns":["a:","b:","c:","recommendation","decision needed from"]},{"label":"States the criterion","patterns":["lowest.cost","within vp","vp authority"]},{"label":"Asks for dollars and percent","patterns":["dollar","percent","one decimal"]},{"label":"Names approvers","patterns":["approver","vp","cro"]},{"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":"State the selection criterion and the approval tiers. Without them AI recommends what the customer asked for.","mission":"Show the CRO three make-good options and who approves each.","musts":["Percent of fee, one decimal","Recommend cheapest within VP authority","Name the decision-maker"],"rubricLabels":["The output has five lines starting \"A:\", \"B:\", \"C:\", \"Recommendation:\" and \"Decision needed from:\"","A shows $6,000 and 5.0% with VP Customer Success, B shows $4,603 and 3.8% with VP Customer Success, and C shows $9,863 and 8.2% with CRO","The Recommendation is B (lowest cost within VP authority, even though the customer asked for 30 days) and Decision needed from names the VP Customer Success"]}