{"id":"cs-exec-sponsor-checkin-email","audience":"customer-success","category":"support-work","technique":"audience","track":"support","level":"beginner","title":"Write a short check-in email to a customer's exec sponsor","free":false,"task":"Write a check-in email to Harriet Oyelaran, CFO of Brannock Mills, who sponsored the purchase but hasn't been on a call since kickoff. She's busy and not technical. Start with a line \"Subject: ...\" of 7 words or fewer, end with the single line \"Jo\" as your sign-off, keep it under 90 words and plain text, give one result in her terms (money or time saved), and make one ask with a date: a 20-minute call before November 21. No product jargon like \"workflows\", \"adoption\" or \"seats\".","materialLabel":"Account notes (attached to your prompt automatically)","material":"Brannock Mills - exec sponsor: Harriet Oyelaran (CFO). Day-to-day: Paul Szabo (AP manager).\n\nResults since go-live (June):\n- Invoice processing time down from 9 days to 4 days\n- Early-payment discounts captured: $23,500 so far (vs $6,100 same period last year)\n- 87% of invoices now auto-matched (workflow adoption 87%)\n- 44 of 50 seats active\n\nOpen items:\n- Paul wants approval routing for the new Leeds plant, needs Harriet to name an approver\n- Renewal is in May, not discussing yet\n\nHarriet's EA is Corinne; Harriet reads email on her phone between meetings.","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Writing for the day-to-day user","why":"The AI explains features and stats a CFO doesn't care about.","fix":"Say who reads it: \"For the CFO. One result in money or time saved.\"","checks":["r1"]},{"title":"Using product jargon","why":"The AI repeats terms from the notes like adoption and seats.","fix":"Ban them: \"No words like workflow, adoption or seats.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"The AI writes a full-length email.","fix":"Ask for \"under 80 words\" to land under 110.","checks":["maxWords"]},{"title":"No subject line","why":"The AI often skips the subject or puts it last.","fix":"Say: \"Start with Subject: on its own line.\"","checks":["r0"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]}],"promptHints":[{"label":"Says who reads it","patterns":["cfo","harriet","exec"]},{"label":"Asks for a result in her terms","patterns":["money","saved","\\$","result"]},{"label":"Makes a dated ask","patterns":["20.?min","nov(ember)? 21"]},{"label":"Bans jargon","patterns":["jargon","no (words|terms)","plain (english|language)"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words"]}],"hint":"A CFO reading on her phone wants one result and one clear ask. Tell the AI who she is and what to leave out.","rubricLabels":["The first line starts with 'Subject:' with 7 words or fewer after it, and the last line is exactly 'Jo'","Gives one result in money or time (such as $23,500 in early-payment discounts or invoice processing down from 9 to 4 days) using numbers from the notes","Makes one ask for a 20-minute call before November 21, and doesn't use the words 'workflow', 'adoption' or 'seats'"]}