{"id":"cs-offboarding-five-step-checklist","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Write a five-line offboarding checklist with owners and dates","free":false,"task":"Write the offboarding checklist for Fairmont Cycles: exactly 5 lines, each starting \"- [ ]\", then the date, the step and the owner in parentheses. Date order, soonest first. Leave out optional items and anything not tracked for this account. Plain text, nothing before or after.","materialLabel":"Your material (attached to your prompt automatically)","material":"OFFBOARDING PLAN - Fairmont Cycles (subscription ends Dec 31)\n\n- Customer admin (Elodie Marsh) requests the data export - by Dec 15\n- Support delivers the export as a secure download link - by Dec 22\n- Exit survey sent to the admin - OPTIONAL, not tracked\n- Access removed for all users - Dec 31 (Support)\n- Final invoice sent - Jan 5 (Billing)\n- Add to the \"win-back\" email list - NOT for this account, customer asked not to be contacted\n- All customer data deleted - Jan 30, which is 30 days after the end date (Engineering)\n\nNotes: only account admins can request an export. Exports over 2 GB use a link that expires after 7 days.","rules":[{"type":"plainText"},{"type":"maxBullets","max":5}],"mistakes":[{"title":"Including optional or excluded steps","why":"The AI lists every step in the plan.","fix":"Say: \"Leave out optional items and anything not tracked for this account.\"","checks":["r2"]},{"title":"Missing owners","why":"The AI writes steps with no owner.","fix":"Say: \"Put the owner in parentheses on each line.\"","checks":["r0"]},{"title":"Wrong order","why":"The AI keeps the plan order, which has the survey in the middle.","fix":"Say: \"Date order, soonest first.\"","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":"Leaving the bullet count open","why":"The AI keeps adding bullets until every detail is covered.","fix":"Name the cap: \"at most N bullets, nothing else\".","checks":["maxBullets"]}],"promptHints":[{"label":"Line format","patterns":["- \\[ \\]","5 lines","checklist"]},{"label":"Date order","patterns":["date order","soonest","chronolog"]},{"label":"Owner in parentheses","patterns":["owner","parenthes"]},{"label":"Leaves out optional items","patterns":["optional","leave out","not tracked"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the bullets","patterns":["bullet"]}],"hint":"Say which steps to drop and how each line should look, with the owner and date in a fixed place.","mission":"List the five offboarding steps for Fairmont Cycles.","musts":["Soonest date first","Skip optional items","Only tracked steps"],"rubricLabels":["The output has exactly 5 lines, each starting \"- [ ]\" with a date, a step and an owner in parentheses, and nothing before or after the list","The lines are in date order: Dec 15 export request, Dec 22 export delivery, Dec 31 access removal, Jan 5 final invoice, Jan 30 data deletion","The optional exit survey and the win-back list item are not included"]}