{"id":"revops-deal-risk-flags-from-call-notes","audience":"sales","category":"sales-work","technique":"examples","track":"sales","level":"beginner","title":"Flag the real risks in one deal's call notes","free":false,"task":"You manage the rep on the Corbin Mills deal and want the top risks before your deal review. Get exactly 3 numbered risks, each starting with one label from this list: Single-threaded, No budget, Competitor, Timeline slip, Legal review. After the label, give one short line of evidence from the notes. Plain text.","materialLabel":"Call notes for Corbin Mills (attached to your prompt automatically)","material":"CORBIN MILLS - $72,000 - Stage: Negotiation - Rep: Aaron Pike\n\nOct 21 call (Aaron + Ruth Tan, Plant Ops Manager):\nRuth is our only contact. She says she \"owns this\" but mentioned the plant GM, Victor, signs anything over $50k. We've never met Victor.\nRuth said they're also looking at a cheaper tool from a local vendor. She didn't name it.\n\nOct 28 email from Ruth:\nSecurity questionnaire is done and approved by their IT team. No open items.\n\nNov 4 call:\nRuth says go-live has to be before their Feb 1 audit. She wanted to sign by Nov 30, now says \"probably mid-December, Victor is traveling.\"\nBudget: Ruth said it's \"in this year's plan,\" approved in June.\n\nNov 6:\nTheir procurement asked for our standard paper. No redlines yet.","rules":[{"type":"numberedItems","count":3},{"type":"plainText"}],"mistakes":[{"title":"Not giving the label list","why":"The AI invents its own risk names and pads the list with generic risks.","fix":"Add: \"Start each risk with one label from: Single-threaded, No budget, Competitor, Timeline slip, Legal review.\"","checks":["r0","r2"]},{"title":"Flagging solved problems","why":"The AI lists security and budget because they sound risky, even though the notes say they're handled.","fix":"Add: \"Only flag risks the notes show are still open.\"","checks":["r1"]},{"title":"No count","why":"The AI writes 5 to 8 risks with a mitigation plan for each.","fix":"Add: \"Exactly 3 numbered risks, one line each.\"","checks":["numberedItems"]},{"title":"Getting markdown","why":"The AI bolds the labels, which shows up as asterisks in a plain-text note.","fix":"Add: \"Plain text, no bold.\"","checks":["plainText"]}],"promptHints":[{"label":"Gives the label list","patterns":["single-threaded","timeline slip","label"]},{"label":"Sets the count","patterns":["exactly 3","three","3 (numbered )?risks"]},{"label":"Asks for evidence","patterns":["evidence","from the notes","quote"]},{"label":"Only open risks","patterns":["still open","resolved","handled","not .{0,20}(approved|done)"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown"]}],"hint":"Give the AI your exact risk labels and tell it to skip risks the notes show are already handled.","rubricLabels":["The three risks are Single-threaded, Competitor and Timeline slip (one each)","No risk is labeled No budget, and no risk says the security review is still open","Each item starts with its label, followed by one short line of evidence from the notes"]}