{"id":"cs-handoff-form-gap-check","audience":"revops","category":"support-work","technique":"verification","track":"support","level":"intermediate","title":"Check a sales handoff form against the required fields","free":false,"task":"Check the handoff form against the order form and the required-field list. Output 8 numbered lines, one per required field in list order, formatted \"1. Field: Present\", \"Missing\" or \"Conflict\" (for a conflict add a dash and the two values). Then a last unnumbered line: \"Ready for kickoff: No\" if any field is Missing or Conflict, otherwise \"Yes\". Plain text.","materialLabel":"Your material (attached to your prompt automatically)","material":"REQUIRED FIELDS: 1 Customer name, 2 Contract start date, 3 Seat count, 4 Executive sponsor, 5 Success goal, 6 Integrations promised, 7 Go-live target, 8 Billing contact\n\nSALES HANDOFF FORM (from AE Marta, Nov 3)\nCustomer: Veridian Crafts. Start date: Nov 16. Seats: 150. Executive sponsor: Nils Aaberg, COO. Goal: cut manual order entry. Integrations: Shopify and QuickBooks. Go-live: not discussed yet. Billing contact: blank.\n\nORDER FORM (signed Nov 2)\nCustomer: Veridian Crafts Ltd. Term start: Nov 16. Seats: 120. Add-ons: QuickBooks connector.\n\nNotes: Marta mentioned on the phone that the customer also wants a Shopify connector, but the order form lists only QuickBooks.\nA field counts as Present only if the form gives a value that does not disagree with the order form.","rules":[{"type":"plainText"},{"type":"numberedItems","count":8}],"mistakes":[{"title":"Marking a conflict as present","why":"The AI sees a value on the form and calls it Present.","fix":"Say: \"Compare to the order form; a disagreement is Conflict and shows both values.\"","checks":["r1"]},{"title":"Treating blank as present","why":"The AI skips fields that were not discussed.","fix":"Say: \"No value means Missing.\"","checks":["r1"]},{"title":"Skipping the verdict line","why":"The AI ends with commentary instead of a clear Yes or No.","fix":"Say: \"Last line exactly: Ready for kickoff: No if any field is Missing or Conflict.\"","checks":["r2"]},{"title":"Changing the line order or count","why":"The AI groups fields or adds commentary.","fix":"Say: \"Exactly 8 numbered lines in list order, then one last line.\"","checks":["r0","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 three labels","patterns":["present","missing","conflict"]},{"label":"Compares to the order form","patterns":["order form","compare"]},{"label":"Asks for both values on conflicts","patterns":["both values","two values"]},{"label":"Gives the last line","patterns":["ready for kickoff"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets the exact item count","patterns":["exactly \\d+","\\d+\\s*(numbered|lines|items|steps)","numbered"]}],"hint":"Exact labels grade reliably. Tell the AI which source wins and what to show when two sources disagree.","mission":"Find what's missing or conflicting on the sales handoff form.","musts":["Fields in list order","Conflicts show both values","Ready for kickoff verdict"],"rubricLabels":["The output has 8 numbered lines in the order of the required list, each labeled Present, Missing or Conflict, followed by one unnumbered last line","Seat count is a Conflict showing 150 and 120, Go-live target and Billing contact are Missing, and Integrations promised is a Conflict (Shopify on the form but only QuickBooks on the order form)","Customer name, Contract start date, Executive sponsor and Success goal are Present, and the last line is \"Ready for kickoff: No\""]}