{"id":"pro-sales-renewal-priority-rank","audience":"sales","category":"planning","technique":"constraints","title":"Rank accounts to call this week by your manager's renewal rules","free":false,"task":"You're an account manager with five accounts and time to call four this week. You want exactly 4 numbered lines ranked by your manager's rules, each as account - renewal date - reason under 6 words, under 45 words, plain text. Use the renewal date that changed, and leave out the account that already renewed. Write a prompt that gets you exactly that.","materialLabel":"Your accounts and rules (attached to your prompt automatically)","material":"Manager's rules for weekly calls:\n1. Renewals in the next 30 days first (soonest first)\n2. Then accounts with an open support escalation\n3. Then everyone else by annual value, biggest first\nToday is Mon Jan 12.\n\nAccounts:\n- Ridgeway Clinics - $42,000/yr - renews Mar 30 - no issues\n- Pembrook Schools - $35,000/yr - renews Feb 2 - no issues\n- Oakline Hotels - $28,000/yr - renews Jun 15 - open escalation (billing error)\n- Juniper Foods - $18,000/yr - renews Jan 20 - signed renewal Jan 9\n- Lakeview Library - $12,000/yr - renews Apr 10 - no issues\n\nEmail from Ridgeway (Jan 8): \"Our fiscal year changed, so our renewal moves to Feb 6.\"\n\nNotes: Pembrook's contact loves golf. Lunch with Sana Thursday.","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":45},{"type":"plainText"}],"mistakes":[{"title":"Missing the date change","why":"Ridgeway's Mar 30 date is in the list.","fix":"Add: \"Ridgeway's renewal moved to Feb 6.\"","checks":["r1","r0"]},{"title":"Keeping the renewed account","why":"Juniper renews soonest on paper.","fix":"Add: \"Skip Juniper, they already renewed.\"","checks":["r1"]},{"title":"Ranking by value only","why":"The AI puts the biggest account first.","fix":"Add: \"Rank by the manager's rules: renewals in 30 days, then escalations, then value.\"","checks":["r0"]},{"title":"Letting the AI pick the layout","why":"The AI makes a table.","fix":"Be exact: \"Exactly 4 numbered lines, plain text.\"","checks":["numberedItems","plainText","r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 45 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 8 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many lines","patterns":["\\b(4|four)\\b"]},{"label":"Uses the rules","patterns":["rules","30 days","escalation"]},{"label":"Uses the date change","patterns":["feb(ruary)? 6","ridgeway","moved"]},{"label":"Skips the renewed account","patterns":["juniper","already renewed","skip"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"Your manager already set the rules. Tell the AI to use them, plus the moved date and who's already renewed.","rubricLabels":["The order is Pembrook (Feb 2), Ridgeway (Feb 6), Oakline (escalation), Lakeview (remaining by value)","Ridgeway uses the moved Feb 6 renewal (not Mar 30), and Juniper Foods (already renewed) is left out","Each line gives the account, renewal date and a short reason tied to the rules, with no notes about golf or lunch"]}