{"id":"res-sales-annual-report-facts-pages","audience":"sales","category":"research","technique":"grounding","title":"Pull page-cited facts from a prospect's annual report","free":false,"task":"You're pitching fleet-tracking software to Calder Freight and skimmed their annual report. You want exactly 3 numbered facts about their fleet or delivery operations, each under 15 words and ending with the page, like \"(p. 12)\". Use only facts the report states as already true, not plans or forecasts, and use the corrected figure where the report corrects itself. Plain text, nothing else.","materialLabel":"Excerpts from the prospect's annual report (attached to your prompt automatically)","material":"CALDER FREIGHT - 2025 ANNUAL REPORT (excerpts)\n\np. 4 - Letter from the CEO: \"2025 was a year of disciplined growth. We expect to double our fleet by 2028 and become the Midwest's most trusted regional carrier.\"\n\np. 9 - Operations: Calder operates 340 tractors and 610 trailers from 7 terminals in Ohio, Indiana and Michigan.\n\np. 11 - On-time delivery reached 93.4% in 2025, up from 90.1% in 2024.\n\np. 12 - Fuel costs were $41.2 million, 18% of operating expenses.\n\np. 14 - Outlook: \"We plan to pilot electric yard trucks at two terminals in 2026.\"\n\np. 22 - Notes: Restated figure. The number of terminals reported on p. 9 should read 8, not 7, following the Fort Wayne acquisition in December 2025.\n\nMy notes: meeting with VP Ops Karen Liu on the 14th. She cares about on-time numbers.","rules":[{"type":"numberedItems","count":3},{"type":"plainText"}],"mistakes":[{"title":"Mixing facts and goals","why":"The CEO's growth goals sound like facts, and the AI often lists them as key numbers.","fix":"Say: \"Only facts stated as already true, no plans or forecasts.\"","checks":["r0"]},{"title":"Missing the restatement","why":"The correction is buried in the notes on p. 22, so the AI copies the 7 terminals from p. 9.","fix":"Add: \"If the report corrects a number, use the corrected one.\"","checks":["r1"]},{"title":"Not asking for pages","why":"Without page numbers, you can't point Karen to the source in the meeting.","fix":"Show it: \"End each fact with (p. N).\"","checks":["r2"]},{"title":"Not saying how many","why":"The AI decides the length itself and usually returns more facts than you can use.","fix":"Be exact: \"exactly 3 numbered facts.\"","checks":["numberedItems"]},{"title":"Getting markdown back","why":"AI defaults to bold labels and headings, which show up as stray symbols in your CRM notes.","fix":"Ask for \"plain text, no bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Separates facts from plans","patterns":["no (plans|forecasts|goals)","already true","not (plans|forecasts|goals)","fact"]},{"label":"Handles the restatement","patterns":["correct","restat","p\\.? ?22"]},{"label":"Asks for pages","patterns":["page","p\\.\\s*\\d","\\(p\\."]},{"label":"Says exactly how many","patterns":["\\b(3|three)\\b.{0,25}(fact|line)","exactly \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"Annual reports mix hard numbers with hopes, and fix mistakes in the fine print. Tell the AI which kind you want, to check for corrections, and to cite pages.","rubricLabels":["Every fact is something the report states as already true (fleet size, terminals, on-time rate, fuel costs), not a plan or forecast like doubling the fleet or the electric truck pilot","If terminals are mentioned, the count is 8 (the p. 22 restatement), and every fact's number matches the report","Each of the 3 numbered lines ends with a correct page reference (fleet p. 9, on-time p. 11, fuel p. 12; terminals p. 9 or p. 22), and nothing else is output"]}