{"id":"cs-sales-handoff-five-questions-for-ae","audience":"customer-success","category":"support-work","technique":"context","track":"support","level":"intermediate","title":"Write five gap questions for the AE, blockers first","free":false,"task":"Write exactly 5 numbered questions for the AE, each under 18 words and each quoting the gap it closes in brackets, like [sponsor unclear]. Order them with the ones that block the Nov 23 kickoff first. Do not answer them yourself. Plain text, nothing else.","materialLabel":"Your material (attached to your prompt automatically)","material":"SALES-TO-CS HANDOFF - Wren Logistics (AE: Marta) - kickoff is Mon Nov 23\nWhat the handoff says:\n- Customer wants SSO and a Salesforce integration live by go-live (Jan 15). The order form lists SSO but not the integration.\n- \"Executive sponsor: CFO or COO, TBD.\"\n- Discount of 12% on year one, \"approved by Marta's manager\" (no approval in the CRM).\n- Seat count: 80 in the handoff form, 75 on the order form.\n- Billing contact: Lena Fox, per the handoff. The order form has a different billing contact.\n- Data migration: \"about 10 years of history, scope not discussed\".\n- The customer told Marta they hate long onboarding calls.\n\nBlockers for kickoff (need before Nov 23): who attends and who sponsors, seat count, and whether the integration is in scope. The rest can be settled in week 1.","rules":[{"type":"plainText"},{"type":"numberedItems","count":5}],"mistakes":[{"title":"Ordering by the notes","why":"The AI follows the handoff order.","fix":"Say: \"Put the ones that block the Nov 23 kickoff first.\"","checks":["r1"]},{"title":"Answering for the AE","why":"The AI guesses the answer.","fix":"Say: \"Do not answer them yourself.\"","checks":["r2"]},{"title":"Missing the bracketed gap","why":"The AI writes loose questions.","fix":"Say: \"Quote the gap in square brackets, like [sponsor unclear].\"","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":"Leaving the item count open","why":"The AI adds or drops items to feel complete.","fix":"Say \"exactly N numbered lines, nothing else\".","checks":["numberedItems"]}],"promptHints":[{"label":"Fixes the count","patterns":["5 (numbered )?questions","exactly 5","five questions"]},{"label":"Gap in brackets","patterns":["bracket","\\["]},{"label":"Blockers first","patterns":["block","first","kickoff"]},{"label":"No answers","patterns":["do not answer","don't answer"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets the exact item count","patterns":["exactly \\d+","\\d+\\s*(numbered|lines|items|steps)","numbered"]}],"hint":"To close handoff gaps, tell the AI the order of urgency and what each question must cite.","mission":"Ask the AE five questions to close handoff gaps.","musts":["Nov 23 blockers first","Quote the gap in brackets","Questions under 18 words"],"rubricLabels":["The output has exactly 5 numbered questions, each with a gap quoted in square brackets","The first three questions deal with the kickoff blockers (the sponsor, the 80 vs 75 seat count, and whether the Salesforce integration is in scope), before the discount, billing contact or data migration","Each question is under 18 words and the output gives no answers to the questions"]}