{"id":"cs-new-csm-30-day-checklist-dates","audience":"managers","category":"support-work","technique":"verification","track":"support","level":"intermediate","title":"Date a new CSM's 30-day checklist from the start date","free":false,"task":"The new CSM starts Monday Nov 16. Write a checklist of exactly four lines starting \"[ ]\" for Day 1, Day 7, Day 14 and Day 30, formatted \"[ ] Mon D (Day N): action\". Day N means N days after Nov 16. Use the playbook actions. Plain text, under 60 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"NEW CSM PLAYBOOK (first 30 days)\nDay 1: read the account history and the last QBR deck.\nDay 7: hold an intro call with the executive sponsor.\nDay 14: review the health score and all open tickets with the support lead.\nDay 30: present the account plan to the director.\n\nStart date: Monday Nov 16. Day N = N days after Nov 16.\nCalendar help: November has 30 days. Nov 16 + 14 days = Nov 30. December has 31 days.\nTeam draft: '[ ] Nov 17 (Day 1) ... [ ] Nov 22 (Day 7) ... [ ] Nov 29 (Day 14) ... [ ] Dec 15 (Day 30)' (the teammate counted from Nov 15).","rules":[{"type":"plainText"},{"type":"maxWords","max":60}],"mistakes":[{"title":"Copying the team draft","why":"The draft counted from Nov 15 and has wrong dates.","fix":"Say: \"Count from Nov 16 yourself; ignore the draft.\"","checks":["r1"]},{"title":"Mixing the actions","why":"The AI assigns actions to the wrong days.","fix":"Say: \"Use the playbook action for each day.\"","checks":["r2"]},{"title":"Wrong format","why":"The AI writes a table or paragraphs.","fix":"Show the line: [ ] Nov 17 (Day 1): action.","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":"Shows the line format","patterns":["\\[ \\]","\\(day \\d"]},{"label":"Asks to count from the start","patterns":["count","nov 16","ignore the draft"]}],"hint":"Date checklists need the counting rule and a line format. Give both and name the source of the actions.","rubricLabels":["The output has exactly four lines starting \"[ ]\" formatted like [ ] Mon D (Day N): action","The dates are Nov 17 (Day 1), Nov 23 (Day 7), Nov 30 (Day 14) and Dec 16 (Day 30)","The actions match the playbook: account history and last QBR, intro call with the sponsor, health score and open tickets review, account plan presented to the director"]}