{"id":"revops-deal-desk-submission-missing-fields-checklist","audience":"revops","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Check a deal desk submission and list what's missing","free":false,"task":"You are reviewing a deal desk submission before it goes to Finance. Write a checklist with at most 5 lines, each in the form \"- [ ] Field name: what is wrong or missing\", under 18 words per line. List only real problems; do not mention fields that are fine. Add nothing before or after the checklist.","materialLabel":"Your notes (attached to your prompt automatically)","material":"DEAL DESK SUBMISSION - Cedar & Pine Outfitters\nSubmitted by: Imani Brooks (AE), Nov 5\nRequired fields per the deal desk template: legal entity name, billing contact email, term start date, term end date, term length in months, annual contract value, discount percent, payment terms, signer name and title.\n\n- Legal entity name: Cedar & Pine Outfitters LLC\n- Billing contact email: (blank)\n- Term start: Jan 1, 2027\n- Term end: Dec 31, 2028\n- Term length: 36 months\n- ACV: $62,000\n- List price ACV: $70,000\n- Discount percent: 15%\n- Payment terms: Net 60\n- Signer: Rhett Calloway (title not entered)\n\nPolicy reminder: Net 60 needs Finance approval; standard is Net 30. Discounts up to 10% are AE-approved; above that needs manager approval, and none is attached.","rules":[{"type":"maxBullets","max":5},{"type":"maxWords","max":90}],"mistakes":[{"title":"Listing fine fields","why":"The AI recaps every field, including the correct ones.","fix":"Add: \"List only problems; do not mention fields that are fine.\"","checks":["maxBullets","r2"]},{"title":"Missing the 24 vs 36 mismatch","why":"The AI trusts the entered term length.","fix":"Add: \"Check the term length against the start and end dates.\"","checks":["r0"]},{"title":"Skipping approvals","why":"The AI misses the policy thresholds in the reminder.","fix":"Add: \"Check discount and payment terms against the policy reminder.\"","checks":["r1"]},{"title":"Intro and long lines","why":"The AI opens with \"Here is the review\" and writes full paragraphs per item.","fix":"Add: \"Each line: - [ ] Field name: problem, under 18 words. No intro. Under 90 words in total.\"","checks":["r2","maxWords"]}],"promptHints":[{"label":"Asks for the line format","patterns":["- \\[ \\]","field name"]},{"label":"Only problems","patterns":["only (the )?problems","do not mention","missing or wrong"]},{"label":"Checks dates against months","patterns":["start and end","dates","months"]},{"label":"Checks policy","patterns":["policy","approval"]},{"label":"Sets a cap","patterns":["at most \\d","no more than \\d","\\d+ lines"]}],"hint":"Ask for one line per problem in a fixed format, and tell it to cross-check the numbers and the policy.","rubricLabels":["Flags the blank billing contact email, the missing signer title, and that the dates Jan 1, 2027 to Dec 31, 2028 are 24 months, not the entered 36","Flags that the 15 percent discount needs manager approval (none attached) and that Net 60 needs Finance approval","Every line starts with \"- [ ]\" then a field name and a colon, no line covers a fine field (legal entity, ACV, list ACV, term start), and nothing appears before or after the checklist"]}