{"id":"cs-qbr-closing-script-three-beats","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Script a 30-second QBR close","free":false,"task":"Write a spoken close for the QBR as exactly three lines starting \"Recap:\", \"Commit:\" and \"Thanks:\". Short sentences. Under 70 words, plain text. Commit lists exactly two commitments with dates. Do not mention renewal or pricing.","materialLabel":"Your material (attached to your prompt automatically)","material":"QBR WRAP-UP NOTES: Alder Clinics, Nov 5\nResults discussed: no-shows down from 14% to 9%; reminder texts sent: 4,200 this quarter.\nAgreed commitments: (1) We (Kai) send the usage export by Nov 14. (2) Alder (Priya) shares the SSO vendor contact by Nov 20.\nNot agreed: a custom report idea (maybe next quarter).\nRenewal: Apr 30. Do not bring it up at this QBR; the owner (Dr. Hale) said he wants to focus on results first.\nNext QBR: Feb 4.\nTone: warm, direct. Dr. Hale has a hard stop at 11:30.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Bringing up the renewal","why":"The notes include the Apr 30 renewal date.","fix":"Add: \"No renewal or pricing talk.\"","checks":["r2"]},{"title":"Adding the maybe","why":"The AI includes the custom report as a third commitment.","fix":"Say: \"Exactly two commitments with dates.\"","checks":["r1"]},{"title":"Writing a summary email","why":"The AI writes long paragraphs.","fix":"Name the three spoken labels.","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":"Names the labels","patterns":["recap:","commit:","thanks:"]},{"label":"Fixes the commitments","patterns":["two commitments","exactly two","dates"]}],"hint":"A spoken close is short and exact. Name the beats, the number of commitments and what to leave out.","rubricLabels":["The output is exactly three lines starting Recap:, Commit: and Thanks: in that order, written as spoken sentences","Recap states no-shows down from 14% to 9%, and Commit lists exactly two commitments with dates: Kai's usage export by Nov 14 and Priya's SSO vendor contact by Nov 20","Does not mention the renewal, pricing, or the custom report idea"]}