{"id":"exec-investor-meeting-prep-card","audience":"executive-assistants","category":"leadership-work","track":"leadership","level":"intermediate","technique":"format","title":"Fill a prep card for your executive's investor meeting","free":false,"task":"Fill an investor meeting prep card for the CEO with exactly these labels, one per line, in plain text: Investor:, Last contact:, Likely questions:, Numbers to know:, Do not raise:. Likely questions has exactly two questions separated by a semicolon. Numbers to know has exactly three figures from the latest board pack. Under 110 words in all.","materialLabel":"Notes for the meeting (attached to your prompt automatically)","material":"Meeting: Thursday, Nov 13, 2:00 p.m., with Helen Zhao of Fairmont Capital (existing investor, 9 percent holder).\n\nHistory\n- Last spoke on the Q2 call (Aug 7). She asked about hiring pace and customer concentration.\n- She also emailed on Oct 2 asking whether the new CFO search is on track.\n\nLatest board pack (Oct 30): ARR $18.4M (was $16.9M in the Aug pack), net revenue retention 108 percent, cash $7.2M, headcount 96.\nOlder pack (Aug 7): ARR $16.9M, cash $8.1M.\n\nDo not raise: the pending patent dispute (confidential, counsel only) and the CEO's hint of an acquisition offer received in October.\n\nHelen likes numbers first and dislikes surprises.","rules":[{"type":"maxWords","max":110},{"type":"plainText"}],"mistakes":[{"title":"Using older figures","why":"The AI quotes ARR $16.9M.","fix":"Say: \"Use the latest board pack only.\"","checks":["r1"]},{"title":"Leaving out the do-not-raise items","why":"The AI omits them or adds them elsewhere.","fix":"Say: \"Do not raise: the patent dispute and the acquisition offer.\"","checks":["r2"]},{"title":"Wrong counts","why":"The AI writes five questions or five numbers.","fix":"Say: \"Exactly two questions separated by a semicolon and exactly three figures.\"","checks":["r1"]},{"title":"Changing the template","why":"The AI adds a summary.","fix":"Say: \"Exactly these five labels in order.\"","checks":["r0"]},{"title":"Markdown","why":"The AI bolds labels.","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 part instead, for example: \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Five labels","patterns":["investor:","last contact:","likely questions:","numbers to know:","do not raise:"]},{"label":"Latest pack only","patterns":["latest board pack","latest"]},{"label":"Counts","patterns":["exactly two","exactly three","semicolon"]},{"label":"Do not raise items","patterns":["patent","acquisition"]},{"label":"Plain text","patterns":["plain text"]}],"hint":"List the five labels, the counts for questions and numbers, and the source to use for figures.","rubricLabels":["Has exactly the five labels Investor:, Last contact:, Likely questions:, Numbers to know: and Do not raise: in that order, one per line","Last contact mentions the Aug 7 call and the Oct 2 email, Likely questions has exactly two questions separated by a semicolon (about hiring pace or customer concentration and the CFO search), and Numbers to know has exactly three figures from the latest pack (such as ARR $18.4M, retention 108 percent, cash $7.2M)","Do not raise names the patent dispute and the acquisition offer, and none of the older pack figures ($16.9M, $8.1M) appears"]}