{"id":"cs-qbr-faq-three-answers-new-customers","audience":"customer-success","category":"support-work","technique":"grounding","track":"support","level":"beginner","title":"Answer three QBR questions for new customers","free":false,"task":"Answer the three questions in pairs of lines labeled \"Q1:\" and \"A1:\" through \"Q3:\" and \"A3:\". Use only the current QBR policy. Each answer is under 22 words. Plain text, no intro or sign-off.","materialLabel":"Your material (attached to your prompt automatically)","material":"QBR POLICY (rev. Nov 1)\n- A QBR is a 45-minute review held once a quarter. (Before Nov 1 it was 60 minutes; ignore the old figure.)\n- Who attends: the customer's executive sponsor and day-to-day lead, plus the customer success manager. The account executive joins only if the customer asks.\n- We send the agenda 5 business days before the meeting and a written recap within 2 business days after it.\n- Customers are asked to bring their top 3 goals for the next quarter.\n- A QBR is a review of results and goals, not a sales meeting.\n\nCUSTOMER QUESTIONS\n1. How long is a QBR?\n2. What will we get before and after the meeting?\n3. Who should come from our side?","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Using the old 60 minutes","why":"The AI picks up the earlier figure.","fix":"Say: \"Use the current policy only.\"","checks":["r1"]},{"title":"Adding extras","why":"The AI adds sales talk about expansion.","fix":"Say: \"Use only the policy; no extra content.\"","checks":["r2"]},{"title":"Skipping labels","why":"The AI writes friendly paragraphs.","fix":"Say: \"Use Q1:/A1: to Q3:/A3: 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":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]}],"promptHints":[{"label":"Sets labels","patterns":["q1","a1"]},{"label":"Uses the current policy","patterns":["current","only the (qbr )?policy","use only"]},{"label":"Caps answer length","patterns":["under 22","22 words","each answer","short"]},{"label":"Skips the intro","patterns":["no intro","no sign-off","no greeting"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"Tell the AI to use only the current policy and fix the label format so the answers are easy to paste.","mission":"Answer three QBR questions for new customers.","musts":["Current QBR policy only","Answers under 22 words","No intro or sign-off"],"rubricLabels":["The output has three Q and A pairs labeled Q1: to Q3: and A1: to A3:, with no intro or sign-off","A1 says 45 minutes (not 60) and A2 says an agenda 5 business days before and a recap within 2 business days after","A3 names the executive sponsor and the day-to-day lead, and says the account executive joins only on request; each answer is under 22 words"]}