{"id":"cs-win-note-two-sentences-ceo","audience":"executives","category":"support-work","technique":"constraints","track":"support","level":"beginner","title":"Write a two-sentence save win for the CEO","free":false,"task":"Write a note for the CEO, Rosa, about a saved account. Exactly 2 sentences, plain text. The first word is \"Saved:\". Include the ARR and the two-year renewal. Name the two actions that helped. Do not add any customer quote.","materialLabel":"Your material (attached to your prompt automatically)","material":"WIN: Willow Health renewed.\nARR: $84,000. They signed a 2-year renewal on Nov 4 (contract value $168,000). In August they were red: usage down 35% and a sponsor who had stopped replying.\n\nWhat we did: (1) our VP held an executive call with their CEO on Sep 12; (2) we ran 2 training sessions for the 18 users who had stopped logging in (Sep 22 and Oct 1). Usage is back up 28% since.\n\nQuote in the CRM: 'Willow told us they will never leave you guys!' (This was said by the sales rep, not by the customer.)\nOther: the deal was initially forecast as lost. The CSM was Noa Berg.","rules":[{"type":"plainText"},{"type":"maxSentences","max":2}],"mistakes":[{"title":"Using the quote","why":"The CRM quote sounds great and the AI includes it as the customer's words.","fix":"Add: \"No customer quote.\"","checks":["r2"]},{"title":"Missing the actions","why":"The AI celebrates without saying what worked.","fix":"Say: \"Name the executive call and the two training sessions.\"","checks":["r2"]},{"title":"Too long","why":"The AI writes a full paragraph.","fix":"Say: \"Exactly 2 sentences, first word Saved:.\"","checks":["r0","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":"Letting the sentences run on","why":"The AI writes as many sentences as it likes.","fix":"Name the cap: \"at most N sentences\".","checks":["maxSentences"]}],"promptHints":[{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Caps the sentences","patterns":["sentence"]},{"label":"Counts sentences","patterns":["2 sentences","two sentences"]},{"label":"Bans a quote","patterns":["no (customer )?quote"]}],"hint":"A CEO note should be short and factual. Fix the sentence count, the first word and what to include.","rubricLabels":["The first word is \"Saved:\" and there are exactly 2 sentences","Mentions the $84,000 ARR and the 2-year renewal (or the $168,000 contract value)","Names both helping actions (the executive call and the two training sessions) and includes no customer quote or 'never leave' claim"]}