{"id":"free-call-recap","audience":"freelancers","category":"meetings","technique":"audience","title":"Turn discovery call notes into a recap a client understands","free":false,"task":"You just had a discovery call with Marisol, who owns a dog grooming shop and told you she doesn't understand tech terms. Send her a recap email: under 100 words, plain text, with the budget you agreed at the end of the call and exactly 3 numbered next steps that each say who does what by when. Use plain words, no tech jargon like SEO, CMS, DNS, or responsive. Write a prompt that gets you exactly that.","materialLabel":"Your call notes (attached to your prompt automatically)","material":"Discovery call - Marisol Vega, Happy Tails Grooming (Tucson) - Thu Nov 6\n\n- wants a new site, says current one is \"embarrassing\" (built by her nephew in 2015)\n- needs online booking!! biggest pain, phone rings all day while she's grooming\n- my tech list: CMS (prob Squarespace), point DNS, SSL, make it responsive, basic SEO + Google Business Profile, booking plugin integration\n- she has ~30 photos of dogs after grooming, she'll send them by Fri Nov 14\n- budget: started at $4k, then said \"honestly, let's keep it to $3,500.\" We agreed on $3,500.\n- timeline: wants it live before the holiday rush, mid-December\n- next: I send 2 homepage design options by Fri Nov 21\n- then a 20-min call on Mon Nov 24 so she can pick one\n- she said \"I don't know what any of this means, just make it work and tell me what you need from me\"\n- her dog Biscuit barked the whole call lol\n- deposit: 50% when she picks a design","rules":[{"type":"numberedItems","count":3},{"type":"maxWords","max":100},{"type":"plainText"}],"mistakes":[{"title":"Not saying who it's for","why":"The AI copies your tech list into the email, and Marisol gets \"we'll point DNS and set up a CMS.\"","fix":"Add: \"She isn't technical. Use plain words, no terms like SEO, CMS, or DNS.\"","checks":["r2"]},{"title":"Using the first budget","why":"The notes mention $4k first. The AI may use it, or both numbers.","fix":"Add: \"Use the budget we agreed at the end: $3,500.\"","checks":["r0"]},{"title":"Vague next steps","why":"AI writes \"we'll stay in touch on next steps\" instead of who does what by when.","fix":"Be exact: \"Exactly 3 numbered next steps, each with who and the date.\"","checks":["numberedItems","r1"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 100 words\" and it often lands well over.","fix":"Cap each part instead, like \"each line under 15 words,\" so the total lands near 80.","checks":["maxWords"]},{"title":"Formatting like a report","why":"AI adds bold headings like **Next Steps**, which look strange in a short email.","fix":"Add: \"Plain text, no bold or headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Says who it's for","patterns":["not (tech|technical)","non-?technical","plain (words|language|english)","no (tech|jargon)","jargon"]},{"label":"Uses the agreed budget","patterns":["3,?500","agreed"]},{"label":"Asks for 3 dated steps","patterns":["\\b(3|three)\\b.{0,20}(steps|numbered|items)","who.{0,20}when","dates?"]},{"label":"Sets a size limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"The AI writes for whoever it imagines, usually someone like you. Tell it who Marisol is, which budget is final, and the exact shape of the next steps.","rubricLabels":["States the agreed budget as $3,500 (not $4,000)","The 3 numbered steps are: Marisol sends her dog photos by Friday Nov 14; you send 2 homepage design options by Friday Nov 21; a 20-minute call on Monday Nov 24 to pick one. Each says who and when","Uses plain words a non-technical shop owner would understand: no tech terms such as SEO, CMS, DNS, SSL, responsive, plugin, or integration"]}