{"id":"cs-one-on-one-prep-checklist-strength-first","audience":"managers","category":"support-work","technique":"tone","track":"support","level":"beginner","title":"Prep a supportive 1:1 for a CSM who is behind on QBRs","free":false,"task":"Write a 1:1 prep checklist for Tariq's manager: exactly 5 lines, each starting \"- [ ]\". The first line names one strength with a real number. The other four are open questions that end in \"?\" and each cites one fact from the metrics. No ratings, no judgments about performance, nothing about pay. Plain text.","materialLabel":"Your material (attached to your prompt automatically)","material":"CSM METRICS - Tariq Haddad - Q3 (from the CS ops dashboard)\n- QBRs held: 4 of 6 planned\n- Health-score updates logged on time: 18 of 18 accounts\n- Accounts with no customer contact in 30+ days: 3 (Alder Co, Pine Logistics, Tessel Foods)\n- NPS follow-ups still pending: 2 of 9\n- Average response time to customer emails: 5 hours (team average 7 hours)\n- Tariq started two onboardings in September, both live on time.\n\nManager notes: Tariq's book grew from 14 to 18 accounts in July. Any performance note that goes in his file is reviewed by HR first.\nReminder: this is a coaching conversation, not a review.","rules":[{"type":"plainText"},{"type":"maxBullets","max":5}],"mistakes":[{"title":"Leading with the problems","why":"The AI opens with the missed QBRs.","fix":"Say: \"The first line is a strength with a number.\"","checks":["r1"]},{"title":"Statements instead of questions","why":"The AI writes directives like \"Discuss missed QBRs\".","fix":"Say: \"Lines 2 to 5 are open questions ending in ?.\"","checks":["r1"]},{"title":"Judging performance","why":"The AI adds words like behind or concerning.","fix":"Say: \"No ratings or judgments about performance.\"","checks":["r2"]},{"title":"Wrong shape","why":"The AI writes a long plan with headings.","fix":"Say: \"Exactly 5 lines starting - [ ], nothing else.\"","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":"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":"Fixes the checkbox lines","patterns":["- \\[ \\]","checklist","5 lines"]},{"label":"Strength first","patterns":["strength first","first line","strength"]},{"label":"Asks for open questions","patterns":["question","\\?"]},{"label":"Bans ratings","patterns":["no rating","no judg","coaching","not a review"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the bullets","patterns":["bullet"]}],"hint":"For a coaching prep, say what comes first, what shape the rest takes and what tone to avoid.","mission":"Prep Tariq's manager for a supportive 1:1 about late QBRs.","musts":["Strength with a number first","Questions cite a metric","No ratings or pay"],"rubricLabels":["The output has exactly 5 lines starting \"- [ ]\", with nothing before or after the list","Line 1 names a strength with a number from the metrics (such as 18 of 18 health updates on time, 5 hours response time, or two on-time go-lives), and lines 2 to 5 each end with \"?\" and each cites a fact like 4 of 6 QBRs, 3 accounts with no contact in 30+ days, 2 pending NPS follow-ups, or the book growing from 14 to 18","No line gives a rating or judgment such as poor or underperforming, and none mentions pay"]}