{"id":"pro-sales-qbr-client-agenda","audience":"sales","category":"meetings","technique":"audience","title":"Write a client-facing QBR agenda without internal notes","free":false,"task":"You're the account manager sending a quarterly business review agenda to your client, Dalton Freight. You want exactly 5 numbered items with minutes, adding up to 45, with the client's top concern first, under 70 words, plain text. The agenda goes to the client, so nothing from your internal notes about upsell targets or their budget can appear. Write a prompt that gets you exactly that.","materialLabel":"Your notes and the client's email (attached to your prompt automatically)","material":"QBR prep - Dalton Freight - Thu Nov 20, 45 min, Zoom\n\nEmail from Renee Wu (Dalton ops director):\n\"Thanks for setting this up. Our #1 issue is the late pickup alerts - drivers are getting them 20-30 min late and that's costing us. We'd also like to see the Q3 on-time numbers, and hear what's coming in the new route planner. Can we keep it to 45 minutes?\"\n\nOur side (INTERNAL - do not share):\n- Goal: upsell them to Premium tier ($1,200/mo more). Mention route planner as a hook.\n- Their contract renews Feb 1. Renee hinted budget is tight, finance VP is cutting vendors.\n- Our support team already found the alert delay cause (time zone setting), fix shipped Nov 12.\n\nAgenda ideas:\n- Intros (they have a new dispatcher, Paolo)\n- Alert delays: cause and fix\n- Q3 results: 94% on-time pickups, up from 89%\n- Route planner preview (new feature, launches Jan)\n- Next steps and questions\n\nAlso: their logo changed, update the slide template. Don't forget to book the room.","rules":[{"type":"numberedItems","count":5},{"type":"maxWords","max":70},{"type":"plainText"}],"mistakes":[{"title":"Not saying who reads it","why":"The AI blends your internal goals into the agenda, including the upsell.","fix":"Add: \"This goes to the client. Leave out everything marked internal.\"","checks":["r2"]},{"title":"Ignoring the client's priority","why":"The AI follows your list order, so the client's #1 issue lands in the middle.","fix":"Add: \"Put Renee's top concern, the alert delays, first.\"","checks":["r0"]},{"title":"No time math","why":"The AI leaves minutes off or they add up to an hour.","fix":"Add: \"Minutes on every item, adding up to exactly 45.\"","checks":["r1"]},{"title":"Letting the AI pick the layout","why":"The AI writes a long agenda with bold headings and talking points.","fix":"Be exact: \"Exactly 5 numbered items, one line each. Plain text.\"","checks":["numberedItems","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 70 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 9 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many items","patterns":["\\b(5|five)\\b"]},{"label":"Says the client reads it","patterns":["client","customer","renee","dalton","external"]},{"label":"Hides internal notes","patterns":["internal","upsell","don't share","do not share","confidential"]},{"label":"Puts their concern first","patterns":["first","top concern","alert","#1"]},{"label":"Sets the time math","patterns":["45","add(s)? up","minutes"]}],"hint":"Your notes mix what you want the client to see with what you don't. Tell the AI who reads the agenda, what to hide, and what goes first.","rubricLabels":["The alert delays item (Renee's top concern) comes first, or right after a brief intro item","Each item shows minutes and the minutes add up to exactly 45","Contains nothing from the internal notes that the client shouldn't see (no Premium upsell, prices, renewal date, budget cuts, finance VP) and nothing about the slide template or room"]}