{"id":"cs-renewal-quote-summary-cfo","audience":"executives","category":"support-work","technique":"context","track":"support","level":"intermediate","title":"Summarize a renewal quote for the CFO with the math shown","free":false,"task":"Write a summary for the CFO, Ines, in exactly four lines starting \"Current:\", \"1-year:\", \"2-year:\" and \"Saving:\". Show the math on each of the last three lines, like \"$48,000 x 1.07 = $51,360\". Use the contract's capped uplift, not the list-price increase. Plain text, under 70 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"RENEWAL FILE: Tern Analytics (renewal Jan 15)\n\nCurrent annual fee: $48,000.\n\nContract clause 9.2: renewal price increases are capped at 7% over the prior term's fee.\nList price increase effective Jan 1: 12% for new customers. (Sales email draft: 'your renewal will go up 12% to $53,760'. This draft was not sent.)\n\nMulti-year option: a 2-year commitment gives a 5% discount off the renewal price, applied each year. Payment is annual in advance.\n\nPlanned usage: stable. Seats: 60. No expansion planned.\n\nInternal note: Finance wants one comparison number, per year, between the 1-year and 2-year options.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Using the 12% list increase","why":"The unsent sales draft says 12%, and the AI uses $53,760.","fix":"Say: \"Use the contract's 7% cap, not the list price rise.\"","checks":["r0"]},{"title":"Applying the discount to the old fee","why":"The AI takes 5% off $48,000.","fix":"Say: \"Apply the 5% to the renewal price.\"","checks":["r1"]},{"title":"Giving totals only","why":"The AI gives results without arithmetic, so Finance can't check.","fix":"Say: \"Show the math on each line.\"","checks":["r2"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and usually runs long, so a vague \"keep it short\" lands well over the limit.","fix":"Cap each part instead of the total, for example \"each line under 15 words\".","checks":["maxWords"]}],"promptHints":[{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Names the cap","patterns":["7%","cap"]},{"label":"Asks for the math","patterns":["math","show","\\$\\d+,?\\d* x"]}],"hint":"Finance readers want checkable numbers. Name the right uplift, the order of the discount, and the four labeled lines.","rubricLabels":["Current line states $48,000 and the 1-year line shows $48,000 x 1.07 = $51,360, not the 12% list-price figure of $53,760","The 2-year line shows $51,360 x 0.95 = $48,792 per year","The Saving line shows $51,360 - $48,792 = $2,568 per year, and the output has exactly four lines in the order requested"]}