{"id":"exec-intro-request-double-opt-in-for-approval","audience":"executive-assistants","category":"leadership-work","track":"leadership","level":"intermediate","technique":"constraints","title":"Draft a double opt-in intro request for your executive to approve","free":false,"task":"Draft an email from your executive, Ruth Adler, to a mutual contact asking whether he is willing to introduce her to a target, as a double opt-in request. Plain text, under 110 words. Line 1: DRAFT - Ruth to approve. Then the email to Kwabena. It must (1) ask only if he is comfortable, (2) include a forwardable 2-sentence blurb in quotes, and (3) say no forwarding is needed if he prefers not. End with Ruth's first name. Make no claims beyond the notes.","materialLabel":"Notes (attached to your prompt automatically)","material":"Ruth Adler is CEO of Pinewood Labs, a company that makes scheduling software for clinics (12 clinics as customers; 4 months old).\n\nTarget: Lucia Ferrante, COO of Westmark Health (60 clinics). Mutual contact: Kwabena Boateng (former colleague of Ruth, now an advisor to Westmark).\n\nRuth's reason for the intro: she would like 20 minutes to learn how Westmark schedules specialist visits. Not a sales pitch. She is not raising money.\n\nFacts for the blurb: \"Pinewood Labs makes scheduling software used by 12 clinics. Ruth would like 20 minutes to learn from Lucia about specialist scheduling.\"\nDo not say Pinewood has \"thousands of users\". Do not claim a partnership. Do not mention pricing.\nKwabena's email: kwabena@advisory.example.","rules":[{"type":"maxWords","max":110},{"type":"plainText"}],"mistakes":[{"title":"Missing draft label","why":"The AI writes the email as sent.","fix":"Say: \"Line 1: DRAFT - Ruth to approve.\"","checks":["r0"]},{"title":"Exaggerating","why":"The AI says 'thousands of users'.","fix":"Say: \"Only claims from the notes.\"","checks":["r2"]},{"title":"No easy out","why":"The AI pressures him.","fix":"Say: \"Say no forwarding is needed if he prefers not.\"","checks":["r1"]},{"title":"Missing blurb","why":"The AI says 'I'll send info'.","fix":"Say: \"Include a forwardable 2-sentence blurb in quotes.\"","checks":["r1"]},{"title":"Markdown","why":"The AI bolds.","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 it: \"each sentence under 22 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":"Draft line","patterns":["draft - ruth"]},{"label":"Opt-in","patterns":["comfortable","only if"]},{"label":"Blurb","patterns":["blurb","forwardable","quotes"]},{"label":"Easy out","patterns":["no need to forward","prefer not"]},{"label":"No claims","patterns":["claims","only .* notes"]}],"hint":"Give the draft line, the opt-in wording, the blurb and the easy-out requirement.","rubricLabels":["Line 1 is \"DRAFT - Ruth to approve\" followed by an email to Kwabena that asks if he is comfortable making the introduction to Lucia Ferrante","It includes a forwardable two-sentence blurb in quotes (12 clinics, 20 minutes to learn about specialist scheduling) and says there is no need to forward if he prefers not to","It makes no sales or partnership claim, does not mention pricing or fundraising, and ends with Ruth"]}