{"id":"cs-kickoff-agenda-time-blocks","audience":"customer-success","category":"support-work","technique":"context","track":"support","level":"beginner","title":"Build a timed kickoff agenda that fits the call","free":false,"task":"You're running the kickoff call with Orrin Freight on Tuesday from 2:00 to 2:45 pm. Write the agenda as exactly 6 numbered items, each starting with its time block (like \"1. 2:00-2:05\"), so the blocks run back to back and end at 2:45. Plain text, because you'll paste it into the calendar invite.","materialLabel":"Account notes (attached to your prompt automatically)","material":"Kickoff prep - Orrin Freight (signed Jan 28, 120 seats, Pro plan)\n\nWho's coming:\n- Dale Whitcomb, VP Operations (exec sponsor, can only stay first 15 min)\n- Ines Paredes, dispatch manager (day-to-day admin)\n- Our side: me (CSM), Bo Lindqvist (solutions engineer)\n\nThings to cover:\n- Intros and what Dale wants to see by end of Q2 (he said \"fewer missed pickups\")\n- Walk through rollout timeline (4 weeks)\n- Who owns the driver roster upload - still unclear on their side\n- Demo of the dispatch board for Ines\n- Success metrics: missed pickups per week (baseline 31), driver app adoption\n- Next steps + next meeting\n\nFrom the sales handoff: Dale mentioned they might add a second depot in the fall. Bo says don't get into SSO setup on this call, it's a separate session.","rules":[{"type":"numberedItems","count":6},{"type":"plainText"}],"mistakes":[{"title":"Leaving out the time slot","why":"The AI doesn't know when the call is or how long, so it guesses a length or skips times.","fix":"Give it: \"The call is 2:00-2:45 pm. Start each item with its time block.\"","checks":["r0"]},{"title":"Ignoring who leaves early","why":"The AI orders topics as listed and puts the sponsor's topics after he has left.","fix":"Say: \"Dale leaves at 2:15, so cover his goals and the metrics first.\"","checks":["r1"]},{"title":"Not fixing the count","why":"The AI writes as many items as it likes, often with sub-bullets.","fix":"Ask for \"exactly 6 numbered items, no sub-bullets.\"","checks":["numberedItems","r2"]},{"title":"Forgetting where it goes","why":"AI adds bold and headings, which show up as symbols in a calendar invite.","fix":"Say: \"Plain text for a calendar invite, no bold or headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Gives the call time","patterns":["2:00","2:45","45.?min"]},{"label":"Sets the item count","patterns":["\\b(6|six)\\b.{0,15}(items?|numbered|points?)"]},{"label":"Mentions who leaves early","patterns":["dale.{0,40}(15|first|leav|early)","sponsor.{0,30}(first|early)"]},{"label":"Asks for time blocks","patterns":["time block","start.{0,20}time","each item.{0,20}time"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","calendar"]}],"hint":"The AI doesn't know the time slot or that your sponsor leaves early. Give it both, plus the exact shape of each line.","rubricLabels":["Each item starts with a time block, the blocks run back to back from 2:00 to 2:45 with no gaps or overlaps, and the times add up to 45 minutes","Dale Whitcomb's goals and success metrics are covered in items that end by 2:15, while he is still on the call","Includes an item to settle who owns the driver roster upload, and one for next steps at the end"]}