{"id":"pro-sales-qbr-followup-owners","audience":"sales","category":"meetings","technique":"context","title":"Turn a client QBR into follow-ups for both companies","free":false,"task":"You just ran a quarterly business review with a client and are emailing the follow-ups to everyone who attended. You want exactly 4 numbered lines, each as Name (company) - action - due date (month and day), under 60 words, plain text. Turn 'end of month' into the real date, and leave out your internal upsell notes since the client will read it. Write a prompt that gets you exactly that.","materialLabel":"Your QBR notes (attached to your prompt automatically)","material":"QBR - Greystone Clinics - Thu Jan 15\nAttendees: Denise Park (Greystone ops director), Phil Reyes (Greystone CFO), me (Sam, Rosterly AM), Grace (Rosterly support lead)\n\n- Denise wants a report of shift-swap usage by site. Grace to send by Jan 22.\n- Phil asked for the 3-site add-on quote again, with the multi-year discount. I'll send by end of month.\n- Greystone to send the list of new site managers who need logins. Denise by Jan 20.\n- Training session for new site managers: Grace to schedule once logins are set up, target Jan 29.\n- Phil mentioned budget is tight but approved for \"the right price.\"\n\nInternal (do not share): push Premium tier at renewal ($1,200/mo more). Phil is the blocker, go through Denise.","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Keeping vague dates","why":"The AI writes 'end of month'.","fix":"Add: \"End of month is Jan 31.\"","checks":["r0"]},{"title":"Leaking internal notes","why":"The AI includes the Premium upsell.","fix":"Add: \"The client will read this. Leave out internal notes.\"","checks":["r2"]},{"title":"Dropping the company","why":"The AI lists first names only, so the client can't tell whose task it is.","fix":"Add: \"Each line: Name (company) - action - date.\"","checks":["r0","r1"]},{"title":"Letting the AI pick the layout","why":"The AI writes a recap email with headings.","fix":"Be exact: \"Exactly 4 numbered lines, plain text.\"","checks":["numberedItems","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 60 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 10 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many lines","patterns":["\\b(4|four)\\b"]},{"label":"Converts the date","patterns":["jan(uary)? 31","end of (the )?month","real date"]},{"label":"Hides internal notes","patterns":["internal","do not share","upsell","client will read"]},{"label":"Shows the line shape","patterns":["\\(company\\)","name.{0,10}company","owner"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"The client will read this. Tell the AI to keep internal notes out, use real dates, and label whose task each is.","rubricLabels":["Each line gives a name with company, an action and a calendar date, and Sam's quote is due Jan 31 (not 'end of month')","The four actions are Grace's shift-swap report (Jan 22), Sam's 3-site quote with multi-year discount, Denise's new manager list (Jan 20) and Grace's training session (Jan 29)","Nothing from the internal notes appears (Premium tier, pricing, Phil as blocker), and Phil's budget comment is not repeated"]}