{"id":"cx-welcome-email-three-first-steps","audience":"customer-success","category":"support-work","technique":"format","track":"support","level":"beginner","title":"Write a welcome email with exactly three first steps","free":false,"task":"Write a welcome email for Tom. First line exactly \"Subject: Three steps to get started\", then \"Hi Tom,\", then three lines starting \"Step 1:\", \"Step 2:\" and \"Step 3:\" (each under 15 words), then the line \"Welcome aboard, Priti\". Use the current onboarding steps only. Plain text.","materialLabel":"Your material (attached to your prompt automatically)","material":"ONBOARDING GUIDE - Ledgerly (v4, current)\n1. Connect your bank: Settings > Banks > Add bank.\n2. Import last year's invoices: Invoices > Import (CSV or PDF).\n3. Invite your accountant: Settings > Team > Invite, role 'Accountant'.\n\nRETIRED STEPS (v3, removed)\n- Install the mobile app (the mobile app is in closed beta and not available to new customers).\n- Book a setup call (setup calls ended in September).\n\nSUPPORT\nHelp center: help.ledgerly.example. Chat is open Mon to Fri, 8 a.m. to 6 p.m.\n\nNEW CUSTOMER\nTom Berg, signed up today, plan: Starter.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Using retired steps","why":"The AI adds the mobile app or a setup call.","fix":"Say: \"Use only the three current steps.\"","checks":["r2"]},{"title":"Missing the exact lines","why":"The AI writes its own subject and sign-off.","fix":"Quote the subject, greeting and sign-off.","checks":["r0"]},{"title":"Vague steps","why":"The AI says 'connect your bank' with no path.","fix":"Say: \"Include the menu path for each step.\"","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":"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":"Gives the subject and sign-off","patterns":["subject: three steps","welcome aboard, priti"]},{"label":"Names the step labels","patterns":["step 1:","step 2:","step 3:"]},{"label":"Uses only the current steps","patterns":["current","only","retired"]},{"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+"]}],"hint":"Quote the subject, greeting and sign-off, label the steps and say which guide version to use.","rubricLabels":["The email has the exact subject line, the greeting \"Hi Tom,\", three lines starting Step 1:, Step 2: and Step 3:, and the last line \"Welcome aboard, Priti\"","Step 1 is connecting the bank, Step 2 importing last year's invoices, Step 3 inviting the accountant, with the menu paths from the guide","The email does not mention the mobile app or a setup call"]}