{"id":"cs-exec-qbr-invite-email-agenda","audience":"executives","category":"support-work","technique":"constraints","track":"support","level":"intermediate","title":"Invite an executive to a QBR with a three-bullet agenda","free":false,"task":"Write the invite to Mr. Aldana, the customer's COO. Line 1 is \"Subject:\" with 8 words or fewer. One sentence with the date and time. Then exactly three bullets starting \"-\" for the agenda. One closing sentence. Plain text, under 85 words. Do not call it a sales meeting and do not mention renewal.","materialLabel":"Your material (attached to your prompt automatically)","material":"QBR PLAN: Ironwood Foods\nDate: Wednesday Dec 2, 2:00 PM to 2:45 PM Central, by video.\nGuest: Mr. Hector Aldana (COO). He attended the last QBR in June only for 15 minutes. He wants outcomes, not feature tours.\nAgenda we prepared: 1) Results since June: late orders down from 9% to 4%. 2) The two open issues and who is fixing them (delivery label bug, a slow report). 3) What Ironwood wants from the next 6 months.\nAlso in the deck (leave out of the invite): a 10-minute tour of new features; renewal pricing; an upsell slide on the forecasting module.\nSender: Dina Cruz, Customer Success.\nAldana's assistant, Pam, prefers calendar details in the first lines.","rules":[{"type":"plainText"},{"type":"maxWords","max":85}],"mistakes":[{"title":"Listing the whole deck","why":"The AI includes the feature tour and upsell.","fix":"Say: \"Agenda is exactly these three items; leave out the rest.\"","checks":["r2"]},{"title":"Missing the time details","why":"The AI writes 'early December'.","fix":"Say: \"State Wednesday Dec 2, 2:00 to 2:45 PM Central.\"","checks":["r0"]},{"title":"Wrong bullets","why":"The AI uses more than three bullets or numbering.","fix":"Say: \"Exactly three bullets starting with a dash.\"","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":"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":"Gives the date and time","patterns":["dec 2","2:00","central"]},{"label":"Limits the bullets","patterns":["three bullets","3 bullets","exactly three"]}],"hint":"An executive invite should be short, outcome-focused and exact on logistics. Give the agenda items and what to leave out.","rubricLabels":["Line 1 starts with \"Subject:\" with 8 words or fewer, followed by one sentence with Wednesday Dec 2, 2:00 PM to 2:45 PM Central","Has exactly three bullets starting with \"-\": results since June (late orders 9% to 4%), the two open issues, and what Ironwood wants from the next 6 months","Does not mention renewal, pricing, the new-features tour or the forecasting upsell, and does not call it a sales meeting"]}