{"id":"exec-customer-briefing-likely-questions","audience":"consultants","category":"leadership-work","track":"leadership","level":"intermediate","technique":"audience","title":"Prepare likely customer questions and safe answers for an exec meeting","free":false,"task":"Your executive meets a customer tomorrow. Write 4 likely questions the customer will ask and an answer for each, as Q&A pairs in plain text: Q1:, A1:, Q2:, A2: and so on, each answer under 25 words. Use only the account notes, say \"I'll confirm\" for anything the notes do not settle, and never promise a price or date that is not in the notes.","materialLabel":"Account notes (attached to your prompt automatically)","material":"Account: Brightwater Dairy (customer since 2021)\nContact tomorrow: Colm Healy, COO\n\nHistory\n- 3 support tickets in October about delayed reports; all closed. Average fix time 4 days.\n- Renewal: Mar 31. Current price $62,000/year.\n- They asked in September for an API for their warehouse system. Product team said \"Q2, tentative\". Not committed.\n- Last quarter they used 70% of their licensed seats.\n- Our new reporting module launches Jan 14 (confirmed).\n- A competitor, Streamline, was mentioned by Colm on the last call. No price known.\n\nDo not discuss other customers.\nInternal only: we plan to offer a 5% discount if they sign early, but pricing approval has not happened.","rules":[{"type":"maxWords","max":220},{"type":"plainText"}],"mistakes":[{"title":"Promising the API","why":"The AI says the API arrives in Q2.","fix":"Say: \"The API is tentative; say 'I'll confirm'.\"","checks":["r1"]},{"title":"Leaking the discount","why":"The AI mentions the early-signing discount.","fix":"Say: \"Leave out the discount; pricing is not approved.\"","checks":["r2"]},{"title":"Wrong labels","why":"The AI writes a narrative or uses different labels.","fix":"Say: \"Label them Q1, A1, Q2, A2...\"","checks":["r0"]},{"title":"Markdown","why":"The AI bolds the questions.","fix":"Say: \"Plain text.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each answer: \"each answer under 25 words.\"","checks":["maxWords"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example: \"each line under 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Asks for Q/A labels","patterns":["q1","a1","labels?"]},{"label":"Four pairs","patterns":["4 (likely )?questions","four"]},{"label":"Safe wording","patterns":["i'?ll confirm","not (in|settled)"]},{"label":"No promises","patterns":["never promise","don'?t promise"]},{"label":"Leaves out internal","patterns":["internal","discount","don'?t discuss"]}],"hint":"Give the Q/A labels, the count, what to say when the notes don't settle something, and what to leave out.","rubricLabels":["Has exactly four Q and A pairs labeled Q1 to Q4 and A1 to A4, each answer under 25 words","The API answer says it is tentative for Q2 or that you'll confirm, and does not promise a date; the reporting answer gives Jan 14","No answer mentions the 5% discount, a Streamline price or other customers"]}