{"id":"cs-kickoff-prework-email","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Send kickoff prework with an owner and date on every item","free":false,"task":"Write the pre-kickoff email to the customer. Line 1 is \"Subject:\" with 8 words or fewer. Then one sentence with the kickoff date and time. Then three prework lines, each starting \"[ ]\" and formatted \"Item - owner - due date\". Last line exactly \"Mia, Customer Success\". Plain text, under 100 words. Only customer tasks.","materialLabel":"Your material (attached to your prompt automatically)","material":"KICKOFF PLAN: Delta Courier (customer team: Dr. Hale, sponsor; Ravi, IT; Priya, operations)\nKickoff call: Tuesday Nov 18, 10:00 AM Central, 60 minutes.\n\nPREWORK (customer side):\n1. Export the current user list as CSV. Owner: Ravi. Due Nov 14.\n2. Confirm the executive sponsor attending kickoff. Owner: Dr. Hale. Due Nov 12.\n3. Write down 3 success goals for year one. Owner: Priya. Due Nov 14.\n\nINTERNAL (our side, not for the customer):\n- Legal finished the data processing addendum on Nov 3.\n- Mia needs to book the training room by Nov 10.\n- Demo environment refresh scheduled Nov 13.\n\nTone: friendly, brief. Delta's team is busy during peak season.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Adding internal tasks","why":"The AI includes our own to-dos, such as the legal addendum.","fix":"Say: \"Customer tasks only. Leave out internal items.\"","checks":["r2"]},{"title":"Dropping owners or dates","why":"The AI lists tasks without who and when.","fix":"Say: \"Format each line: Item - owner - due date.\"","checks":["r1"]},{"title":"Missing the exact lines","why":"The AI writes a long subject and signs 'Best'.","fix":"Give the subject limit, the kickoff sentence and the exact last 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":"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":"Sets the line format","patterns":["\\[ \\]","item - owner","due date"]},{"label":"Leaves out internal items","patterns":["customer tasks only","leave out","internal"]}],"hint":"A prework email works when every item has one owner and one date. Name the format, and say which items stay out.","rubricLabels":["Line 1 begins with \"Subject:\" with 8 words or fewer, and the last line is exactly \"Mia, Customer Success\"","The email states the kickoff as Tuesday Nov 18 at 10:00 AM Central, then has exactly three lines starting \"[ ]\"","The three lines name Ravi (user list, Nov 14), Dr. Hale (sponsor, Nov 12) and Priya (success goals, Nov 14), and none mentions the legal addendum, the training room or the demo refresh"]}