{"id":"cs-need-to-product-fit-table-region-plan","audience":"sales","category":"support-work","technique":"grounding","track":"support","level":"intermediate","title":"Map four customer needs to products, honestly flagging gaps","free":false,"task":"Build a plain-text table with the header row exactly \"Need | Product | Why (8 words max)\" and four rows in the order of the needs. If a product needs a plan the customer lacks, write that in Why and name the product. If no product fits the customer's region, write \"No fit\" in the Product column. Use only the catalog. Plain text, under 130 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"CUSTOMER: Alder Fashion - based in Germany (EU region), on the Business plan.\nNEEDS (from the discovery call)\n1. Custom dashboards for the executive team.\n2. Automatically route purchase requests to approvers.\n3. Stream product data into BigQuery every night.\n4. Record and store customer phone calls.\n\nPRODUCT CATALOG\n- Analytics Pro: custom dashboards and reports. Available in US and EU. Business plan and above.\n- Workflow Automation: approval routing and rules. All regions. Business plan and above.\n- Mobile App: iOS and Android access. All regions. All plans.\n- Data Warehouse Connector: nightly sync to Snowflake or BigQuery. All regions. Enterprise plan only.\n- Voice Recording: call recording and storage. US only. Business plan and above.\n\nSales note: \"Just pitch everything, they have budget.\"","rules":[{"type":"plainText"},{"type":"maxWords","max":130}],"mistakes":[{"title":"Pitching everything","why":"The AI maps need 4 to Voice Recording.","fix":"Say: \"If no product fits the customer's region, write No fit.\"","checks":["r2"]},{"title":"Ignoring the plan limit","why":"The AI recommends the Connector without the plan note.","fix":"Say: \"If a product needs a plan the customer lacks, say so in Why.\"","checks":["r2"]},{"title":"Long explanations","why":"The AI writes sentences in the Why column.","fix":"Say: \"Why is 8 words or fewer.\"","checks":["r1"]},{"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"]},{"title":"Leaving a requirement unstated","why":"The AI follows its own defaults unless the prompt spells this out.","fix":"State it plainly in your prompt: the header row is exactly 'Need | Product | Why (8 words max)' with four rows in the order of the needs.","checks":["r0"]}],"promptHints":[{"label":"Gives the header","patterns":["need \\|","header"]},{"label":"Plan and region rules","patterns":["plan","region","no fit"]},{"label":"Catalog only","patterns":["only the catalog","use only"]},{"label":"Caps Why","patterns":["8 words","eight words"]},{"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":"Fit tables need your two honesty rules in the prompt: plan limits and regional availability.","mission":"Match four customer needs to products and flag the gaps.","musts":["Catalog products only","Flag missing plan","Regional gap means No fit"],"rubricLabels":["The header row is exactly \"Need | Product | Why (8 words max)\" with four rows in the order of the needs","Need 1 maps to Analytics Pro and need 2 to Workflow Automation, each with a Why of 8 words or fewer","Need 3 names Data Warehouse Connector and says it needs the Enterprise plan, and need 4 shows \"No fit\" in the Product column because Voice Recording is US only"]}