{"id":"cs-expansion-brief-seat-math","audience":"customer-success","category":"support-work","technique":"grounding","track":"support","level":"intermediate","title":"Brief your AE on an expansion with the seat math shown","free":false,"task":"Your AE, Sam, asked if Ridgeway Analytics is ready to expand. Write him exactly 3 plain-text lines starting \"Opportunity:\", \"Evidence:\" and \"Recommendation:\". The Opportunity line shows the yearly math for only the teams ready to buy now, Evidence uses the latest word on budget, and the Recommendation is one action. Under 90 words.","materialLabel":"Account notes (attached to your prompt automatically)","material":"Ridgeway Analytics - account notes\n\nContract: 120 seats at $25 per seat per month. 118 of 120 seats active (last 30 days).\n\nTeams asking for access:\n- Finance: 15 users. Their manager, Opal Reyes, emailed Oct 20 asking \"how fast can we get licenses?\"\n- Legal: 10 users. Legal ops lead said on Oct 24 call they want in \"this quarter.\"\n- Field Ops: 25 users. Field Ops lead: \"Interested, but next fiscal year. Not now.\"\n\nBudget:\n- Sept 12 Slack from a Ridgeway admin: \"Heard there's a budget freeze coming.\"\n- Oct 28 email from Hana Iwata (Ops Director, budget owner): \"Confirming I have $20,000 set aside this fiscal year for added licenses.\"\n\nOther: they asked about SOC 2 report on Oct 3 (sent). Champion is Hana. Fiscal year ends March 31.","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Counting every interested team","why":"The AI adds all 50 users, including the team that said not now.","fix":"Say: \"Count only teams ready to buy now, Finance and Legal.\"","checks":["r1"]},{"title":"Hiding the math","why":"The AI gives a dollar figure with no working.","fix":"Ask: \"Show the math in the line: seats x $25 x 12 = total.\"","checks":["r1"]},{"title":"Using the old rumor","why":"The AI mentions a budget freeze as a risk.","fix":"Add: \"Use the latest budget info, Hana's Oct 28 email.\"","checks":["r2"]},{"title":"No fixed shape","why":"The AI writes a full brief with headings.","fix":"Say: \"Exactly 3 lines starting Opportunity:, Evidence:, Recommendation:.\"","checks":["r0","plainText"]},{"title":"Trusting the AI to count words","why":"Briefs run long.","fix":"Cap each line: \"each line under 25 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Names the three lines","patterns":["opportunity:.{0,30}evidence:","recommendation:"]},{"label":"Limits to ready teams","patterns":["ready","finance.{0,15}legal","not field","now"]},{"label":"Asks for the math","patterns":["math","x \\$?25","x 12"]},{"label":"Uses the latest budget news","patterns":["latest","oct(ober)? 28","confirmed","rumou?r"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words"]}],"hint":"Not every team in the notes is ready to buy, and the budget news changed. Tell the AI which facts count and to show the math.","rubricLabels":["The three lines start with 'Opportunity:', 'Evidence:' and 'Recommendation:', in that order","The Opportunity line counts only Finance and Legal (25 seats) with the math shown: 25 x $25 x 12 = $7,500 per year, and treats Field Ops as next fiscal year, not part of the number","Evidence cites Hana Iwata's confirmed $20,000 budget (Oct 28), doesn't present a budget freeze as current, and the reply invents no urgency or customer quotes"]}