{"id":"cs-onboarding-plan-milestone-table","audience":"customer-success","category":"support-work","technique":"grounding","track":"support","level":"intermediate","title":"Turn kickoff notes into an onboarding milestone table","free":false,"task":"You're the CSM for Larkfield Dental Group, a new customer. Turn the kickoff notes into an onboarding plan as one markdown table with exactly these columns: Week, Milestone, Owner, Done when. Exactly 5 rows, one per milestone, ending with go-live. Every owner must be a named person from the notes, and the dates must reflect the latest decisions in the thread. Under 160 words, and nothing before or after the table.","materialLabel":"Account notes (attached to your prompt automatically)","material":"Kickoff call notes - Larkfield Dental Group (14 clinics) - Mon Feb 2\n\nAttendees: Rosa Imbert (Larkfield, Ops Director), Kev Adeyemi (Larkfield, IT lead), Tamsin Roe (us, CSM), Jonah Pike (us, implementation engineer)\n\n- Go-live target: Tues March 3, all 14 clinics at once.\n- Week 1: Kev sends patient-scheduling export (CSV) to Jonah.\n- Week 2: Jonah maps fields + runs test import. Kev reviews errors.\n- Week 3: Train the 14 front-desk leads. Rosa picks the leads. Tamsin runs 2 live sessions.\n- Week 4: Pilot at 2 clinics (Northgate, Elm St).\n- Then go-live.\n- Rosa asked about a Spanish-language patient reminder template. Not in scope for onboarding, Tamsin to log as feature request.\n- Lunch order for training day TBD.\n\n---\nEmail from Rosa Imbert, Thu Feb 5:\n\"Quick change from our side. Kev is out on leave from Feb 9 for three weeks, so Priya Sandoval (our IT analyst) will own the export and the error review instead. Also our board wants the pilot to run two weeks, not one, so please push go-live to Tues March 17. Training can stay where it is.\"\n\nReply from Tamsin: \"Got it, updating the plan.\"","rules":[{"type":"maxWords","max":160}],"mistakes":[{"title":"Not naming the columns","why":"The AI picks its own layout, usually long bullet lists with headings.","fix":"Spell out the shape: \"one table with columns Week, Milestone, Owner, Done when, exactly 5 rows.\"","checks":["r0"]},{"title":"Missing the later email","why":"The AI builds the plan from the kickoff notes and treats the follow-up email as a footnote.","fix":"Say: \"Use the latest decisions in the thread, including the Feb 5 email.\"","checks":["r1","r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and pads plans with explanations.","fix":"Keep each cell short: \"each cell under 8 words\", and ask for well under the real limit.","checks":["maxWords"]},{"title":"Letting extras in","why":"The AI adds the out-of-scope request, a summary and next-steps notes around the table.","fix":"Add: \"Output only the table. Leave out anything not a milestone.\"","checks":["r2","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["week.{0,20}milestone.{0,20}owner","columns?"]},{"label":"Sets the row count","patterns":["\\b(5|five)\\b.{0,15}(rows?|milestones?)"]},{"label":"Uses the latest changes","patterns":["latest","later email","feb(ruary)? 5","updat","march 17"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","short cells"]},{"label":"Asks for only the table","patterns":["only the table","nothing (else|before|after)","no (intro|notes)"]}],"hint":"The plan changed after the kickoff call. Tell the AI the exact table shape, and that later emails override the call notes.","rubricLabels":["The table has exactly the columns Week, Milestone, Owner, Done when, and exactly 5 milestone rows with go-live as the last row","Uses the latest decisions: go-live is March 17 (not March 3) and the pilot runs two weeks","Priya Sandoval (not Kev Adeyemi) is the Owner on both the data export row and the test import row (which includes the error review), every row names a person from the notes, and the Spanish template, lunch order and any preamble or closing notes are left out"]}