{"id":"mkt2-lead-handoff-note-for-rep","audience":"marketing","category":"writing-emails","track":"marketing","technique":"audience","level":"intermediate","title":"Write a four-line lead handoff note for a sales rep","free":false,"task":"A lead just filled out a form and you're handing it to the sales rep, Tomas. Write a prompt for exactly four plain-text lines labeled \"Who:\", \"Interest:\", \"Activity:\" and \"Suggested opener:\", each under 20 words. Use the form data over anything else, and don't guess budget or timeline.","materialLabel":"Lead record (attached to your prompt automatically)","material":"LEAD RECORD - submitted Nov 6, 4:12 p.m.\n\nForm data (typed by the lead):\n- Name: Beatriz Salas, Operations Manager\n- Company: Coastline Freight; company size selected: 51-200\n- Message: \"We're juggling shift schedules in spreadsheets and it's a mess. Looking at tools for our two depots.\"\n- Phone: left blank (they chose email contact)\n\nActivity (tracked by our system):\n- Downloaded the \"Shift Scheduling Checklist\" guide on Nov 3\n- Visited the pricing page 3 times in the last week\n- Opened 2 of 3 nurture emails\n\nOther sources:\n- An intern noted from LinkedIn that Coastline Freight has \"about 12 employees\" (unverified).\n- Beatriz hasn't said anything about budget or when she'd decide.\n- Lead score: 74/100 (internal).","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Using the LinkedIn guess","why":"The AI repeats the unverified headcount.","fix":"Say: \"Use the form data over any other source.\"","checks":["r1"]},{"title":"Guessing budget","why":"The AI invents buying signals.","fix":"Say: \"Don't guess budget or timeline.\"","checks":["r2"]},{"title":"Missing the labels","why":"The AI writes a paragraph.","fix":"List the four labels.","checks":["r0"]},{"title":"Letting markdown through","why":"AI adds bold text and headings by default.","fix":"Add: \"Plain text only, no bold, no headings.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and often runs past a word limit.","fix":"Cap each part (for example \"each line under 15 words\") so the total lands well under the limit.","checks":["maxWords"]}],"promptHints":[{"label":"Names the reader","patterns":["tomas","rep","sales"]},{"label":"Gives the four labels","patterns":["who:.*interest:.*activity:.*suggested opener:"]},{"label":"Prefers form data","patterns":["form data","over"]},{"label":"Bans guessing","patterns":["don'?t guess","budget","timeline"]},{"label":"Caps line length","patterns":["under 20 words","20 words"]}],"hint":"A handoff should help the rep act without misleading them. Give the labels, the source priority and the ban on guessing.","mission":"Hand Tomas this new lead so he can follow up well.","musts":["Four lines under 20 words","Form data wins","Don't guess budget or timeline"],"rubricLabels":["The output has exactly four lines starting Who:, Interest:, Activity: and Suggested opener:, each under 20 words","Who gives Beatriz Salas, Operations Manager at Coastline Freight with company size 51-200 from the form (not 12 employees), and Interest mentions spreadsheets and shift schedules for two depots","Activity mentions the checklist download and the 3 pricing visits, and no line guesses a budget, timeline or decision date"]}