{"id":"revops-cs-handoff-health-fields-template","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Fill a renewal-risk summary with five fields and Unknown for gaps","free":false,"task":"Fill in a renewal-risk summary with exactly 5 labeled lines in plain text: Account:, ARR:, Renewal date:, Health:, Risk note:. Each line under 18 words. Health is exactly Green, Yellow or Red per the rule; if the notes don't give enough data for Health, write Unknown. Risk note uses only facts from the notes.","materialLabel":"Account data and health rule (attached to your prompt automatically)","material":"Account: Marlowe Distribution. ARR $54,000. Renewal date: Mar 31 2027. CSM: Pablo.\n\nHealth rule: Green = usage up or flat AND no open P1 tickets AND champion present. Yellow = exactly one of those fails. Red = two or more fail. If any of the three data points is missing, Health is Unknown.\n\nData:\n- Usage: down 12% quarter over quarter (Q3 vs Q2).\n- Open P1 tickets: none.\n- Champion: Lina Park, present and active.\n\nOther notes: NPS survey sent but no response yet; finance contact not known; customer asked about the Southeast expansion on Oct 22.\nDo not mention: the CSM's guess that 'they might churn'.","rules":[{"type":"plainText"},{"type":"maxWords","max":85}],"mistakes":[{"title":"Wrong health color","why":"The AI picks Green or Red by feel.","fix":"Add: \"Apply the rule: exactly one failing criterion is Yellow.\"","checks":["r2"]},{"title":"Using the CSM's guess","why":"The AI mentions a churn risk.","fix":"Add: \"Facts only; don't use guesses.\"","checks":["r2"]},{"title":"Missing fields","why":"The AI omits ARR or the date.","fix":"Add: \"Five labeled lines in order.\"","checks":["r0","r1"]},{"title":"Long lines","why":"The AI writes paragraphs.","fix":"Add: \"Each line under 18 words, plain text.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Lists the five labels","patterns":["account:","arr:","renewal date","health:","risk note"]},{"label":"Applies the health rule","patterns":["green, yellow or red","apply the rule","exactly one"]},{"label":"Handles missing data","patterns":["unknown"]},{"label":"Facts only","patterns":["facts only","only facts"]},{"label":"Limits length","patterns":["under 18"]}],"hint":"Give the five labels and tell the AI to apply the health rule and use facts only.","rubricLabels":["Has exactly five lines starting Account:, ARR:, Renewal date:, Health:, Risk note: in that order","Account is Marlowe Distribution, ARR is $54,000 and the renewal date is Mar 31 2027","Health is Yellow (usage down is the only failing criterion), Risk note cites usage down 12 percent quarter over quarter, and the CSM's churn guess is not mentioned"]}