{"id":"cs-renewal-90-60-30-checklist","audience":"customer-success","category":"support-work","technique":"verification","track":"support","level":"intermediate","title":"Date a renewal checklist at 90, 60 and 30 days","free":false,"task":"The renewal date is June 30. Write a checklist of exactly three lines starting \"[ ]\", one each for 90, 60 and 30 days before renewal, with the calendar date worked out, like \"[ ] Apr 1 (90 days): action\". Use the actions from the playbook in the right stage. Plain text, under 80 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"RENEWAL PLAYBOOK\n90 days out: confirm usage and the health review with the sponsor; flag any risk to the manager.\n60 days out: send the renewal proposal with pricing; confirm who signs.\n30 days out: get the signed order form; if unsigned, escalate to the manager and agree a fallback date with the customer.\n\nCUSTOMER: Zephyr Lab ($38,000 ARR). Renewal date: June 30. Signer: CFO Dana Voss.\n\nCalendar reminders: April has 30 days, May has 31 days, June has 30 days.\nDraft checklist from a teammate (wrong): '[ ] Apr 2 (90 days) ... [ ] May 2 (60 days) ... [ ] Jun 1 (30 days) ...'","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Trusting the teammate's dates","why":"The draft has wrong dates and the AI copies them.","fix":"Say: \"Count back yourself. Ignore the draft.\"","checks":["r1"]},{"title":"Mixing the stages","why":"The AI puts the proposal at 90 days.","fix":"Say: \"Use the playbook action for each stage.\"","checks":["r2"]},{"title":"Wrong shape","why":"The AI writes a paragraph or a table.","fix":"Say: \"Three lines, each starting [ ].\"","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":"Shows the line format","patterns":["\\[ \\]","\\(90 days\\)"]},{"label":"Asks for date counting","patterns":["count back","work out","calendar"]}],"hint":"Date math is easy to get off by one. Ask for the dates to be counted back, and give the line format.","rubricLabels":["The output has exactly three lines starting \"[ ]\" for 90, 60 and 30 days","The dates are Apr 1 (90 days), May 1 (60 days) and May 31 (30 days)","Each line has the right action: usage review with the sponsor at 90, the proposal with pricing at 60, the signed order form with escalation if unsigned at 30"]}