{"id":"cs-involve-exec-sponsor-rule-decision","audience":"managers","category":"support-work","technique":"verification","track":"support","level":"advanced","title":"Decide whether to involve an executive using a 2-of-4 rule","free":false,"task":"Apply the playbook rule to Ridgeway Foods. Output four lines labeled (a) to (d), each ending \"Met\" or \"Not met\" with the working shown after a dash, then a last line starting \"Recommendation:\" with Involve or Do not involve and the count of criteria met. Where sources disagree, use the newer one. Boundaries are inclusive. Plain text, under 130 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"PLAYBOOK: bring in our executive sponsor when 2 or more are true:\n(a) ARR is 250,000 or more\n(b) the customer sponsor has not replied for 21 days or more\n(c) a P1 ticket has been open 7 days or more\n(d) the renewal date is within 90 days\n\nTODAY: Nov 6. Day counts: Oct 12 to Nov 6 = 25 days. Oct 30 to Nov 6 = 7 days. Nov 6 to Feb 8 = 94 days.\n\nACCOUNT: Ridgeway Foods\nCRM (last edited Oct 15): ARR 240,000. Last sponsor reply Oct 12. Renewal Feb 8.\nOrder form signed Oct 20: a 15,000 add-on, effective immediately, not yet in the CRM ARR.\nCSM notes Oct 30: \"Spoke to the sponsor, Elena, on a call today; she answered all questions.\"\nSupport: P1 ticket opened Oct 30, still open.","rules":[{"type":"plainText"},{"type":"maxWords","max":130}],"mistakes":[{"title":"Using the stale CRM figures","why":"The AI takes ARR 240,000 and the Oct 12 reply from the CRM.","fix":"Say: \"Where sources disagree, use the newer one.\"","checks":["r1"]},{"title":"Misreading the boundary","why":"The AI treats 7 days as not enough.","fix":"Say: \"Boundaries are inclusive: 7 days or more counts.\"","checks":["r2"]},{"title":"Giving a verdict without working","why":"The AI writes Met or Not met with no numbers.","fix":"Say: \"Show the working after a dash on each 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"]},{"title":"Trusting the AI to count words","why":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]}],"promptHints":[{"label":"Sets the line labels","patterns":["\\(a\\)","met","not met"]},{"label":"Says newer source wins","patterns":["newer","latest","most recent"]},{"label":"States inclusive boundaries","patterns":["inclusive","or more","counts"]},{"label":"Asks for the recommendation line","patterns":["recommendation"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"Rule checks hide traps in stale data and boundaries. Tell the AI which source wins and whether limits are inclusive.","mission":"Decide whether Ridgeway Foods needs an executive involved.","musts":["Newer source wins","Boundaries are inclusive","Show the working"],"rubricLabels":["The output has four lines labeled (a) to (d) each ending Met or Not met with working, followed by a last line starting \"Recommendation:\"","(a) is Met using 240,000 plus the 15,000 add-on for 255,000, and (b) is Not met because the sponsor replied Oct 30, which is 7 days ago","(c) is Met at exactly 7 days, (d) is Not met at 94 days, and the Recommendation is Involve with 2 of 4 met"]}