{"id":"cs-success-plan-goal-card","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Fill a one-goal success plan card from messy notes","free":false,"task":"Fill one success plan card for the goal below. Output exactly five labeled lines: Goal:, Metric:, Owner:, Check-in:, Risk:. Use only facts from the notes. Plain text, under 80 words. The Check-in line gives a date and cadence.","materialLabel":"Your material (attached to your prompt automatically)","material":"SUCCESS PLANNING CALL NOTES (Nov 4), Tidewater Pharmacy Group\n\nPrimary goal agreed with sponsor Ms. Osei: cut prescription-refill phone calls by moving customers to the text-message reminder feature.\nBaseline: 1,900 refill calls per month. Target: under 1,100 per month by March 31.\nOwner at Tidewater: Wale Adeyemi (customer experience lead). Owner on our side: CSM Ines Roca.\nWe agreed on a check-in every second Thursday at 2 PM, starting Nov 19.\nRisk: only 2 of 9 stores have given us customer phone numbers for texting; the other 7 are waiting for their legal team to approve.\n\nOther ideas floated: a loyalty app, a new logo for the portal, and a pharmacist training day. These were parked.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Adding parked ideas","why":"The AI folds the loyalty app into the plan.","fix":"Say: \"One goal only. Leave out parked ideas.\"","checks":["r2"]},{"title":"Missing numbers","why":"The AI writes 'reduce calls' with no baseline or target.","fix":"Say: \"Metric: baseline, target and date.\"","checks":["r1"]},{"title":"Wrong layout","why":"The AI writes a narrative plan.","fix":"Name the five 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 five labels","patterns":["goal:","metric:","owner:","check-in:","risk:"]},{"label":"Uses only notes","patterns":["only facts","only the notes"]}],"hint":"A success plan card is a fixed form. Name the five labels and tell the AI to keep one goal and real numbers.","rubricLabels":["The output is exactly five lines starting Goal:, Metric:, Owner:, Check-in:, Risk:","Metric gives the baseline 1,900 and the target under 1,100 per month by March 31, and Owner names Wale Adeyemi and Ines Roca","Check-in gives every second Thursday at 2 PM starting Nov 19, Risk mentions only 2 of 9 stores have given phone numbers, and the parked ideas are left out"]}