{"id":"revops-forecast-call-ground-rules-four-lines","audience":"managers","category":"sales-work","technique":"grounding","track":"sales","level":"beginner","title":"Write four ground rules for the forecast call from the current policy","free":false,"task":"Write the ground rules for the weekly forecast call in exactly 4 plain-text lines starting Before:, During:, Updates:, After:. Each line is one sentence under 22 words and uses the current numbers (not the old ones). No names of reps and no commentary about past calls.","materialLabel":"Forecast call policy with changes (attached to your prompt automatically)","material":"FORECAST CALL GROUND RULES (RevOps, updated Nov 2026)\n\n- Before: CRM updates (category, amount, close date) must be done by Wednesday 5 pm ET. (Was Thursday 9 am.)\n- During: each deal gets at most 2 minutes; deals over $100K may take 4 minutes. The call is 45 minutes, Thursdays 10 am ET.\n- Updates: changes made during the call are logged by the manager in the CRM within 1 hour after the call.\n- After: the forecast snapshot is frozen at 5 pm ET Thursday; later changes are logged but not in the snapshot.\n\nOld rules (retired): updates by Thursday 9 am; 5 minutes per deal.\nPast issue (do not mention): two reps updated deals after the call last quarter.\nAudience: all reps and managers.","rules":[{"type":"plainText"},{"type":"maxWords","max":95}],"mistakes":[{"title":"Using the old rules","why":"The AI says Thursday 9 am and 5 minutes.","fix":"Add: \"Use the Nov 2026 rules.\"","checks":["r1"]},{"title":"Mentioning past issues","why":"The AI refers to reps who updated late.","fix":"Add: \"No rep names or commentary on past calls.\"","checks":["r2"]},{"title":"Missing numbers","why":"The AI writes vague timing.","fix":"Add: \"Include the exact times and minutes.\"","checks":["r1","r2"]},{"title":"Wrong shape","why":"The AI writes paragraphs.","fix":"Add: \"Four labeled lines, each one sentence under 22 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the four labels","patterns":["before:","during:","updates:","after:"]},{"label":"Uses current numbers","patterns":["wednesday 5 pm","2 minutes","current"]},{"label":"Bans names and past issues","patterns":["rep names","past"]},{"label":"One sentence each","patterns":["one sentence","under 22"]},{"label":"Plain text","patterns":["plain text"]}],"hint":"Give the four labels and say to use the current numbers and leave out names and past issues.","rubricLabels":["Has exactly four lines starting Before:, During:, Updates:, After: in that order","Before says CRM updates are due Wednesday 5 pm ET (not Thursday 9 am) and During says 2 minutes per deal, 4 minutes for deals over $100K, in a 45-minute call","Updates says the manager logs changes within 1 hour after the call and After says the snapshot freezes at 5 pm ET Thursday, with no rep names or mention of the past issue"]}