{"id":"cs-ebr-six-slide-outline","audience":"executives","category":"support-work","technique":"format","track":"support","level":"intermediate","title":"Outline a six-slide EBR for a customer executive team","free":false,"task":"Outline an EBR deck as exactly 6 numbered lines formatted \"N. Slide title - purpose\", with the purpose 6 words or fewer. Use these slide titles in order: Goals recap, Results, ROI, Adoption, Risks and fixes, Next 12 months. Leave out pricing, renewal and upsell. Plain text.","materialLabel":"Your material (attached to your prompt automatically)","material":"EBR PLAN: Calloway Health Group (executive audience: CEO, CFO, COO). 60 minutes. Presenter: our VP of Customer Success.\nCustomer goals set at kickoff: cut report time from 5 days to 1; get 80% of managers on the platform weekly.\nResults so far: report time 5 days to 1.5 days; 71% of managers weekly.\nROI (customer-verified): about 6 hours saved per week per manager across 40 managers.\nAdoption: 3 of 12 sites below 50% weekly use (Tulsa, Reno, Boise).\nRisks: the Tulsa admin left in September; two integration tickets open (due Nov 20).\nNext 12 months: finish rollout at the 3 lagging sites; start the second reporting phase (committed for Q2).\n\nINTERNAL (leave out): renewal on Jun 30 for $210,000; upsell target: forecasting module ($45,000); our margin on the account.","rules":[{"type":"numberedItems","count":6},{"type":"plainText"}],"mistakes":[{"title":"Including internal items","why":"The material lists the renewal and the upsell.","fix":"Say: \"Leave out pricing, renewal and upsell.\"","checks":["r2"]},{"title":"Changing the slide order","why":"The AI reorders or renames slides.","fix":"Say: \"Use these six titles in this order.\"","checks":["r0"]},{"title":"Wordy purposes","why":"The AI writes full sentences.","fix":"Say: \"Purpose 6 words or fewer.\"","checks":["r1"]},{"title":"Leaving the list shape open","why":"The AI picks its own number of items and its own layout.","fix":"Show the shape: \"exactly N numbered lines like: 1. Label: detail\".","checks":["numberedItems"]},{"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"]}],"promptHints":[{"label":"Fixes the number of lines","patterns":["\\b\\d+\\b.{0,15}(lines|items|numbered)","numbered","exactly \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Lists the titles","patterns":["goals recap","results","roi","adoption"]},{"label":"Bans internal topics","patterns":["pricing","renewal","upsell"]}],"hint":"A deck outline needs fixed titles, a purpose limit and a list of topics to exclude.","rubricLabels":["The output has exactly 6 numbered lines formatted N. Slide title - purpose, using the titles Goals recap, Results, ROI, Adoption, Risks and fixes, Next 12 months in that order","Each purpose is 6 words or fewer and relates to the customer's facts (such as report time 5 days to 1.5 days, 71% weekly, 6 hours saved per week, the 3 lagging sites, the open integration tickets)","No line mentions pricing, the renewal, the $210,000 or the forecasting upsell"]}