{"id":"cs-qbr-preread-email-three-attachments","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Send a QBR pre-read with three placeholders and a time estimate","free":false,"task":"Write the pre-read email for the QBR. Line 1 is \"Subject:\" with 7 words or fewer. Then exactly three bullets starting \"-\", one per attachment, each with its placeholder ([link 1], [link 2], [link 3]) and a reading time. Then one sentence on the total reading time, then exactly the sentence \"Please read before Thursday.\" Last line exactly \"Mei, Customer Success\". Plain text, under 60 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"QBR DATE: Thursday Nov 19, 2:00 PM Eastern, with Bright Valley Schools (attendee: Superintendent Dr. Reyes).\nPRE-READ MATERIALS\n1. One-page results summary: 2 minutes. Placeholder [link 1].\n2. Usage dashboard export (PDF): 5 minutes. Placeholder [link 2].\n3. Proposed 2027 success plan draft: 3 minutes. Placeholder [link 3].\nTotal reading time: 10 minutes.\nRequest: ask her to read them before the call so we can spend the time on decisions.\nNOT TO SEND: our internal renewal forecast sheet (internal).\nDr. Reyes reads on her phone and likes very short emails.","rules":[{"type":"plainText"},{"type":"maxBullets","max":3},{"type":"maxWords","max":60}],"mistakes":[{"title":"Adding the internal sheet","why":"The AI lists the forecast sheet as a fourth attachment.","fix":"Say: \"Only the three attachments; no internal sheets.\"","checks":["r2"]},{"title":"Missing reading times","why":"The AI lists links without times.","fix":"Say: \"Each bullet has its reading time; total 10 minutes.\"","checks":["r1"]},{"title":"Wrong subject or sign-off","why":"The AI writes a long subject and signs 'Best'.","fix":"Give the limits and the exact last line.","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","maxBullets","maxWords"]}],"promptHints":[{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the bullets","patterns":["bullet"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Names the placeholders","patterns":["\\[link 1\\]","link 2","link 3"]},{"label":"Asks for reading times","patterns":["reading time","minutes"]}],"hint":"A pre-read should be tiny and specific. State the bullets, the placeholders, the times and the sign-off.","rubricLabels":["Line 1 begins with \"Subject:\" with 7 words or fewer, and the last line is exactly \"Mei, Customer Success\"","Has exactly three bullets starting with \"-\" for the results summary [link 1] (2 minutes), the usage dashboard [link 2] (5 minutes) and the success plan draft [link 3] (3 minutes)","Includes one sentence saying the total reading time is 10 minutes, then the exact sentence \"Please read before Thursday.\", and does not mention the internal renewal forecast"]}