{"id":"revops-contact-role-gaps-checklist","audience":"revops","category":"sales-work","technique":"constraints","track":"sales","level":"intermediate","title":"List opportunities missing required contact roles","free":false,"task":"Audit the seven opportunities. Opportunities at stage 3 or later must have both an Economic Buyer and a Champion contact role. Closed opportunities and stages 1 to 2 are exempt. Write a checklist of at most 5 lines, one per failing opportunity, sorted by opportunity ID, each exactly like \"- [ ] OP-302 (Stage 3): missing Economic Buyer\". Nothing before or after. Under 70 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"OPPORTUNITIES AND CONTACT ROLES (export Nov 6)\nOP-301 | Stage 4 | roles: Champion, Economic Buyer\nOP-302 | Stage 3 | roles: Champion\nOP-303 | Stage 2 | roles: (none)\nOP-304 | Stage 5 | roles: Economic Buyer\nOP-305 | Stage 3 | roles: (none)\nOP-306 | Closed-Won | roles: Champion\nOP-307 | Stage 4 | roles: Champion, Executive Sponsor\n\nRole definitions: Economic Buyer = person who controls budget for this purchase. Executive Sponsor is a different role and does not count as Economic Buyer. Stages: 1 Qualify, 2 Discover, 3 Evaluate, 4 Propose, 5 Negotiate.","rules":[{"type":"maxBullets","max":5},{"type":"maxWords","max":70}],"mistakes":[{"title":"Counting Executive Sponsor","why":"The AI accepts the sponsor as an Economic Buyer for OP-307.","fix":"Add: \"Executive Sponsor does not count as Economic Buyer.\"","checks":["r0"]},{"title":"Flagging exempt opportunities","why":"The AI flags OP-303 and OP-306.","fix":"Add: \"Closed opportunities and stages 1 to 2 are exempt.\"","checks":["r1"]},{"title":"Wrong format","why":"The AI writes a table and commentary.","fix":"Add: \"Each line exactly: - [ ] OP-### (Stage N): missing ...; nothing before or after.\"","checks":["r2"]},{"title":"Too long","why":"The AI explains each rule.","fix":"Add: \"At most 5 lines, under 70 words.\"","checks":["maxBullets","maxWords"]}],"promptHints":[{"label":"Fixes the line format","patterns":["- \\[ \\]","op-302","missing"]},{"label":"States the rule","patterns":["stage 3 or later","both"]},{"label":"Lists exemptions","patterns":["exempt","closed"]},{"label":"Sorts","patterns":["sorted","by (opportunity )?id"]},{"label":"Caps","patterns":["at most 5","under 70 words"]}],"hint":"State the stage rule and exemptions, fix the line format, and ask for sorting by ID.","rubricLabels":["Lists exactly OP-302 (missing Economic Buyer), OP-304 (missing Champion), OP-305 (missing Economic Buyer and Champion) and OP-307 (missing Economic Buyer), sorted by ID","Does not list OP-301 (complete), OP-303 (stage 2) or OP-306 (closed)","Every line follows \"- [ ] OP-### (Stage N): missing ...\" and nothing appears before or after the checklist"]}