{"id":"pro-sales-account-handoff-brief","audience":"sales","category":"summarizing","technique":"audience","title":"Hand off a client account to a new rep in 4 bullets","free":false,"task":"You're moving to a new territory and handing the Greystone Clinics account to your teammate Leo. He wants at most 4 bullets under 80 words, plain text, with the next step and its date as the first bullet. Name the client's current main contact (the old one left the company), and leave out the personal gossip from the thread. Write a prompt that gets you exactly that.","materialLabel":"Account thread and notes (attached to your prompt automatically)","material":"Account: Greystone Clinics (8 urgent care sites) - product: Rosterly staff scheduling\nContract: $64,000/yr, renews March 1\n\nSep 4 - Call with Karen Oduya (ops director, our champion). Loves the shift-swap feature. Wants a quote to add 3 new sites.\nSep 20 - Sent quote for 3 sites ($21,000/yr added). Karen said \"looks good, needs CFO sign-off.\"\nOct 8 - Karen mentioned CFO Phil is \"tough on software spend.\" Also she's training for a marathon, very into it.\nOct 30 - Email from Greystone: Karen Oduya has left the company. Her replacement is Denise Park, new ops director, starts Nov 3.\nNov 5 - Intro call with Denise. She hadn't seen the quote. Wants a 30-min demo for her and Phil, scheduled Thu Nov 20, 2pm.\nNov 6 - Denise mentioned one site (Elm St) had login problems last month. Support fixed it Oct 15.\n\nMy notes:\n- Phil plays golf, maybe bring that up? lol\n- Heard Karen left because of drama with Phil, don't repeat that\n- Denise prefers email over phone","rules":[{"type":"maxBullets","max":4},{"type":"maxWords","max":80},{"type":"plainText"}],"mistakes":[{"title":"Telling the story in order","why":"The AI walks through the thread by date, so the next step ends up last.","fix":"Add: \"First bullet: the next step and its date.\"","checks":["r0"]},{"title":"Naming the old contact","why":"Karen appears most in the thread, and the AI may still call her the champion.","fix":"Add: \"Karen left. Denise Park is the main contact now.\"","checks":["r1"]},{"title":"Passing on the gossip","why":"The AI keeps personal details to sound thorough.","fix":"Add: \"Leave out personal details and gossip.\"","checks":["r2"]},{"title":"Not limiting the bullets","why":"The AI writes a full account history with headings.","fix":"Be exact: \"At most 4 bullets, plain text.\"","checks":["maxBullets","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 80 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 14 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Limits the bullets","patterns":["\\b(4|four)\\b.{0,15}bullet","bullet.{0,20}\\b(4|four)\\b"]},{"label":"Says who it's for","patterns":["leo","teammate","new rep","hand ?off"]},{"label":"Puts the next step first","patterns":["next step","first bullet","lead with","demo"]},{"label":"Names the current contact","patterns":["denise","current contact","karen (left|has left)"]},{"label":"Skips the gossip","patterns":["gossip","personal","leave out"]}],"hint":"Leo needs to know what to do next and who to talk to. Tell the AI what goes first, who the contact is now, and what not to pass on.","rubricLabels":["The first bullet is the next step and its date: the demo for Denise and Phil on Thu Nov 20 at 2pm","Names Denise Park as the current main contact (Karen has left), and covers the open 3-site quote ($21,000/yr) needing CFO sign-off","Leaves out the personal gossip (marathon, golf, why Karen left) and adds no intro or sign-off"]}