{"id":"revops-deal-slip-notice-finance-email","audience":"revops","category":"sales-work","technique":"audience","track":"sales","level":"intermediate","title":"Email Finance about two slipped deals with the total","free":false,"task":"Write an email to the Finance controller about deals that slipped out of Q4. Plain text under 90 words, subject line first, starting \"Hi Corin,\". List each deal as a dash bullet \"Deal - $amount - new month\", show the total as a sum, and state that these are forecast changes, not lost deals. Don't speculate about why they slipped and don't promise they will close in the new month.","materialLabel":"Slip report (attached to your prompt automatically)","material":"Slip report, Nov 6 2026 (RevOps):\n\n- Hadley Foods: $120,000; close date moved from Dec 18 to Jan 15 2027. Rep note: 'customer legal queue'.\n- Voss Energy: $75,000; close date moved from Dec 22 to Feb 1 2027. Rep note: 'budget approval in January'.\n- Granite Co: $90,000; close date moved from Nov 30 to Dec 10 (still Q4; not a slip).\n\nFinance needs: the deals that moved out of the quarter, amounts, and new months, to update the revenue timing forecast. Finance does not need the rep notes.\nNo deal is lost. Probabilities unchanged: Hadley 60%, Voss 40% (internal).\nSender: Gwen (RevOps). Controller: Corin Bell.","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Including Granite Co","why":"The AI lists a deal that stayed in Q4.","fix":"Add: \"Only deals that moved out of the quarter.\"","checks":["r0"]},{"title":"Giving reasons or promises","why":"The AI explains legal queues and budgets.","fix":"Add: \"No reasons, probabilities or promises.\"","checks":["r2"]},{"title":"Missing the sum","why":"The AI states the total only.","fix":"Add: \"Show the sum 120,000 + 75,000 = $195,000.\"","checks":["r1"]},{"title":"Long email","why":"The AI writes a long formatted email.","fix":"Add: \"Plain text under 90 words.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Sets the opener","patterns":["hi corin","subject"]},{"label":"Lists only slipped deals","patterns":["only","moved out"]},{"label":"Shows the sum","patterns":["sum","\\+","total"]},{"label":"States not lost","patterns":["not lost","forecast change"]},{"label":"Bans reasons and promises","patterns":["reason","promise","probabilit"]}],"hint":"Say which deals to list, to show the sum and what to leave out.","rubricLabels":["Line 1 starts with \"Subject:\" and the body starts with \"Hi Corin,\" and lists exactly two dash bullets: Hadley Foods $120,000 January 2027 and Voss Energy $75,000 February 2027 (not Granite Co)","Shows the total as 120,000 + 75,000 = $195,000 and says these are forecast changes, not lost deals","Does not give the reasons for the slips, the probabilities, or any promise that the deals will close in the new months"]}