{"id":"cs-renewal-ae-brief-say-avoid","audience":"managers","category":"support-work","technique":"constraints","track":"support","level":"intermediate","title":"Brief the AE with what to say and what to avoid","free":false,"task":"Write a brief for the AE, Sam, before the renewal call, with exactly four lines starting \"Risk:\", \"Evidence:\", \"Say:\" and \"Avoid:\". Say gives two points; Avoid gives two things not to do. No discount above 5% without VP approval. Plain text, under 90 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"ACCOUNT: Meridian Foods ($64,000 ARR, renews Dec 15). Champion: Olu Bank (ops director).\nRISK: Olu told the CSM on Nov 3: 'Our budget is tight; I need to justify this.' No competitor named.\nEVIDENCE: usage steady at 52 of 60 seats; they saved 5 hours a week per manager (customer-verified in October); NPS 8 from Olu; two open tickets, both P3.\nPOLICY: discounts up to 5% are allowed for a 2-year commitment. Anything above 5% needs VP approval. No promises on price freezes.\nAE's plan: 'Offer 15% off right away to close fast.'\nOlu's style: values numbers, dislikes pressure.\nQuote status: renewal proposal is not sent yet.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Following the AE's 15% plan","why":"The AE wants to offer 15% right away.","fix":"Say: \"No discount above 5% without VP approval.\"","checks":["r2"]},{"title":"Vague evidence","why":"The AI writes 'usage is healthy'.","fix":"Say: \"Evidence: 52 of 60 seats and 5 hours saved a week.\"","checks":["r1"]},{"title":"Wrong layout","why":"The AI writes a long call plan.","fix":"Name the four 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":["risk:","evidence:","say:","avoid:"]},{"label":"States the discount limit","patterns":["5%","vp approval"]}],"hint":"A call brief should be easy to scan. Name the four lines, the evidence to cite and the limits on discounts.","rubricLabels":["The output is exactly four lines starting Risk:, Evidence:, Say: and Avoid:","Risk names the tight budget and Olu needing to justify it, and Evidence cites 52 of 60 seats active and the 5 hours saved per week","Say gives two points (such as the verified savings and a 5% discount only for a 2-year commitment) and Avoid gives two things (such as 15% off up front and pressure or price-freeze promises)"]}