{"id":"cs-expansion-brief-headings-ae","audience":"managers","category":"support-work","technique":"format","track":"support","level":"intermediate","title":"Write an expansion brief for the AE with three headings","free":false,"task":"Write a brief for the account executive, Sam, with exactly three headings in order: Why now, Evidence, Risks. Evidence uses only usage numbers in the notes. Risks must include the procurement freeze. Plain text, under 110 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"ACCOUNT: Banyan Learning (50 seats, renews Jun 30)\n\nUSAGE (last 30 days): 46 of 50 seats active. The Finance team (not licensed) has asked twice for access; 12 people would use it. Admin Teodora says it is her top request.\nSponsor: Dr. Lin Zhou, enthusiastic.\nPriced option: 12 more seats at $360 per seat per year.\n\nBUDGET: Banyan's procurement team has a spending freeze until Jan 15. New purchases after that need a 3-quote check for amounts above $5,000 (12 seats = $4,320, below that threshold).\n\nOther: a competitor, Learnpath, is in a pilot with Banyan's HR team (unclear if related). Last quarter's NPS: 54.\nDraft note from the AE: 'Close it this month, they're ready!'","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Following the AE's urgency","why":"The draft note says close this month, but there is a freeze.","fix":"Say: \"Include the freeze until Jan 15 under Risks.\"","checks":["r2"]},{"title":"Dropping the math","why":"The AI states a price without showing it.","fix":"Ask: \"Show 12 x $360 = $4,320.\"","checks":["r1"]},{"title":"Wrong sections","why":"The AI writes a narrative.","fix":"Name the three headings in order.","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 headings","patterns":["why now","evidence","risks"]},{"label":"Mentions the freeze","patterns":["freeze","jan 15"]}],"hint":"Briefs need fixed sections, evidence with math, and honest risks. Say all three.","rubricLabels":["The brief has exactly the headings Why now, Evidence, Risks, in that order","Evidence cites 46 of 50 seats active, and the 12 Finance users who asked twice, and the 12-seat price of $4,320 (12 x $360)","Risks includes the procurement freeze until Jan 15, and the brief does not tell the AE to close it this month"]}