{"id":"pm-churn-reasons-labeled","audience":"product-managers","category":"data","track":"data","technique":"format","title":"Label churned accounts by their main reason","free":false,"task":"You're preparing churn data for a quarterly review. Write exactly 5 numbered lines, one per churned account in the order listed, each as 'Account - Reason - short quote', where Reason is exactly one of Price, Missing feature, Support, or Business closed. Plain text, under 90 words. Use the account's own words for the quote, not the sales rep's guess.","materialLabel":"Churn notes (attached to your prompt automatically)","material":"Churned accounts - Q1 (Notewell), exit call notes\n\n1. Pine & Pour Cafe\nOwner: \"We closed our second location and don't need team plans anymore.\" Rep guess: price.\n\n2. Harbor Hardware\nOps lead: \"We moved to a tool that has offline mode. Our warehouse has no wifi.\"\n\n3. Bolt Fitness\nOwner: \"Honestly, $10 a user is too much for a 6-person gym.\" Rep note: also complained about support once.\n\n4. Little Oak Daycare\nDirector: \"We waited 4 days for a reply when our sync broke. That was it for us.\"\n\n5. Greenway Grocers\nOps lead: \"Our parent company bought a company-wide license for a different tool.\" Rep guess: missing feature.\n\nNotes:\n- Reason labels are fixed for the dashboard: Price, Missing feature, Support, Business closed.\n- If the account's words and the rep's guess disagree, the account wins.\n- Greenway doesn't fit perfectly; the review committee said to label corporate decisions like this as \"Business closed\" for now (it means the business relationship ended for reasons outside our product).","rules":[{"type":"numberedItems","count":5},{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Asking to 'analyze the churn'","why":"The AI writes paragraphs and its own theories about why customers left.","fix":"Be exact: \"Exactly 5 numbered lines, 'Account - Reason - short quote'. Plain text.\"","checks":["numberedItems","plainText","r2"]},{"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 line instead: \"each line under 16 words.\"","checks":["maxWords"]},{"title":"Inventing labels","why":"Greenway doesn't fit neatly, so the AI makes up 'Acquisition' or 'Other'.","fix":"Add: \"Reason is exactly one of: Price, Missing feature, Support, Business closed.\"","checks":["r1"]},{"title":"Trusting the rep's guess","why":"Rep notes look authoritative, and the AI may use them.","fix":"Add: \"Use the account's own words. If the rep disagrees, the account wins.\"","checks":["r0","r1"]}],"promptHints":[{"label":"Fixes the labels","patterns":["price.{0,30}missing feature","only (these|the) (4|four)","fixed labels?","exactly one of"]},{"label":"Uses the account's words","patterns":["account'?s (own )?words","not the rep","rep'?s guess","quote"]},{"label":"Shows the line shape","patterns":["account - reason","like ['\"]?1\\."]},{"label":"Sets the number of lines","patterns":["\\b(5|five)\\b.{0,15}(line|account)"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"Dashboards need fixed labels applied the same way every time. Give the AI the exact label list, the line shape, and whose words count.","rubricLabels":["Labels are: Pine & Pour Business closed, Harbor Hardware Missing feature, Bolt Fitness Price, Little Oak Support, Greenway Business closed","Every Reason is exactly one of the 4 fixed labels (no new labels like 'Acquisition' or 'Other'), and the rep's guesses are neither used nor mentioned anywhere","Each line follows 'Account - Reason - short quote' with a quote taken from the account's own words, in the order listed, with no intro or summary"]}