{"id":"cs-renewal-paperwork-six-step-checklist","audience":"revops","category":"support-work","technique":"format","track":"support","level":"beginner","title":"List the remaining renewal steps in date order","free":false,"task":"Write the remaining renewal checklist for Maple & Oak: exactly 6 lines, each starting \"- [ ]\", then the date like \"Dec 4\", the step, and the owner in parentheses. Date order, soonest first. Leave out steps that are done or cancelled. Plain text, nothing before or after.","materialLabel":"Your material (attached to your prompt automatically)","material":"RENEWAL TRACKER - Maple & Oak (renews Jan 31)\nQuote sent to customer - DONE Nov 2 (Rep: Tomas)\nCustomer counsel reviews MSA redlines - due Dec 4 (Customer: Gabi Torres)\nOur legal approves final redlines - due Dec 8 (Legal: Ines)\nPurchase order number received - due Dec 15 (Customer procurement: Gabi Torres)\nKickoff-of-renewal call - CANCELLED (customer said not needed)\nSignature on e-sign - due Dec 18 (Customer CFO: Lars Dahl)\nInvoice issued - due Jan 2 (Finance: Marc)\nProvisioning check for the new seat count - due Jan 5 (CSM: you)\n\nSeat count: 85 seats, no change.","rules":[{"type":"plainText"},{"type":"maxBullets","max":6}],"mistakes":[{"title":"Including finished and cancelled steps","why":"The AI lists everything in the tracker.","fix":"Say: \"Leave out steps that are done or cancelled.\"","checks":["r2"]},{"title":"Missing owners","why":"The AI writes steps without who does them.","fix":"Say: \"Put the owner in parentheses on each line.\"","checks":["r0"]},{"title":"Wrong order","why":"The AI keeps the tracker order or groups by owner.","fix":"Say: \"Date order, soonest first.\"","checks":["r1"]},{"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":"Leaving the bullet count open","why":"The AI keeps adding bullets until every detail is covered.","fix":"Name the cap: \"at most N bullets, nothing else\".","checks":["maxBullets"]}],"promptHints":[{"label":"Gives the line format","patterns":["- \\[ \\]","checklist","6 lines"]},{"label":"Date order","patterns":["date order","soonest","chronolog"]},{"label":"Owner in parentheses","patterns":["owner","parenthes"]},{"label":"Excludes done and cancelled","patterns":["done","cancel","leave out"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the bullets","patterns":["bullet"]}],"hint":"A checklist needs a precise line shape, an order and a rule for dropping finished items.","mission":"List what's left to finish the Maple & Oak renewal.","musts":["Soonest date first","Skip done or cancelled","Exactly 6 lines"],"rubricLabels":["The output has exactly 6 lines, each starting \"- [ ]\" with a date, a step and the owner in parentheses, and nothing before or after","The lines are in date order from Dec 4 to Jan 5: counsel review, our legal, purchase order, e-sign, invoice, provisioning check","The sent quote (done) and the kickoff call (cancelled) are not listed"]}