{"id":"cs-crm-risk-update-five-fields","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Turn call notes into a five-field CRM risk update","free":false,"task":"Write the CRM update with exactly five lines starting \"Risk level:\", \"Reason:\", \"Next step:\", \"Owner:\" and \"Date:\". Risk level is exactly one of Low, Medium or High. Plain text, under 50 words. Use only the call notes.","materialLabel":"Your material (attached to your prompt automatically)","material":"CALL NOTES (Nov 6), Fenwick Print, with sponsor Joan Mbeki. CSM: Ravi Singh.\n- Joan is happy with the product, but her budget for next year is not approved yet; she expects to hear on Dec 10.\n- Usage is steady: 31 of 34 seats active.\n- She asked for a renewal quote with a 3-year option. Ravi agreed to send it by Nov 13.\n- No open support tickets.\n- A competitor, Printwise, emailed Joan but she hasn't replied.\nRisk guide: High = likely to leave or champion gone. Medium = a real open question on budget or competitor. Low = no open threats.\nJoan said: 'I can't promise anything until the budget is signed off.'","rules":[{"type":"plainText"},{"type":"maxWords","max":50}],"mistakes":[{"title":"Rating Low","why":"The usage is steady so the AI rates Low.","fix":"Say: \"Use the risk guide: an open budget question = Medium.\"","checks":["r1"]},{"title":"Wrong next step or date","why":"The AI writes 'follow up' with no date.","fix":"Say: \"Next step: send the quote with a 3-year option by Nov 13.\"","checks":["r2"]},{"title":"Wrong layout","why":"The AI writes a paragraph.","fix":"Name the five labels.","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 labels","patterns":["risk level:","reason:","next step:","owner:","date:"]},{"label":"Limits the risk values","patterns":["low, medium or high","one of"]}],"hint":"CRM fields need fixed labels and a rule for the level. Name the labels, the allowed values and the next step details.","rubricLabels":["The output is exactly five lines starting Risk level:, Reason:, Next step:, Owner: and Date:","Risk level is Medium, and Reason says the budget is not approved until Dec 10 (and a competitor has emailed her)","Next step is sending the renewal quote with a 3-year option, Owner is Ravi Singh and Date is Nov 13"]}