{"id":"exec-customer-briefing-memo-headings","audience":"consultants","category":"leadership-work","track":"leadership","level":"intermediate","technique":"audience","title":"Write a customer briefing memo for an executive going into a renewal","free":false,"task":"Write a one-page briefing for your executive, Aisha Karim, before her renewal call with Pinecrest Hospital Supply. Plain text, under 170 words, with exactly these headings on their own lines: Who they are, What they want, What worries them, What we can offer, What not to say. Use only the notes and facts that are confirmed.","materialLabel":"Account notes (attached to your prompt automatically)","material":"Pinecrest Hospital Supply - renewal call Tuesday 2 pm with COO Dev Anand\n\nBackground: Customer since 2020. 3 sites. $210,000/year. Renewal Jan 31.\nUsage: 88% of licensed seats active. Support satisfaction 4.1/5 (down from 4.5).\n\nWhat Dev said on the last call (Oct 15):\n- He wants reporting that shows supplies used per ward; our current report is monthly only.\n- He is worried about the 3 outages in September (each under an hour).\n- He asked whether we can hold the price. \n\nWhat we can offer (approved by Finance Nov 1): a 12-month price hold at $210,000 if they sign a 2-year term; the weekly ward report ships Feb 3 (confirmed by Product).\n\nInternal only: a competitor offered them 15% less (rumor); our sales rep thinks they will threaten to leave.\nNot approved: any discount; a custom SLA.\n\nDev's assistant said he dislikes small talk.","rules":[{"type":"maxWords","max":170},{"type":"plainText"}],"mistakes":[{"title":"Missing the structure","why":"The AI writes a narrative.","fix":"Say: \"Use the five headings, in order.\"","checks":["r0"]},{"title":"Offering unapproved terms","why":"The AI proposes a discount.","fix":"Say: \"Only the approved offer; list discounts and the SLA under What not to say.\"","checks":["r2"]},{"title":"Missing details","why":"The AI is generic.","fix":"Say: \"Use the numbers: $210,000, 3 outages, Feb 3.\"","checks":["r1"]},{"title":"Markdown","why":"The AI bolds the headings.","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 section: \"each section under 30 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":"Headings","patterns":["who they are","what they want","what worries","what we can offer","what not to say"]},{"label":"Specifics","patterns":["numbers","\\$210,000","specific"]},{"label":"Approved only","patterns":["approved","only"]},{"label":"Rumor","patterns":["rumou?r","not as fact"]},{"label":"Plain","patterns":["plain text"]}],"hint":"List the five headings in order and tell it to use only approved offers and confirmed facts.","rubricLabels":["Uses exactly the five headings Who they are, What they want, What worries them, What we can offer and What not to say on their own lines in that order","What we can offer includes the 12-month price hold at $210,000 with a 2-year term and the weekly ward report on Feb 3, and What worries them includes the 3 September outages","What not to say lists unapproved items (a discount or custom SLA) and does not state the competitor's 15% rumor as a fact"]}