{"id":"revops-friday-hygiene-checklist-times","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Write the Friday CRM hygiene checklist with owners and times","free":false,"task":"Write a checklist for reps of exactly 5 lines starting with \"- [ ]\", each in the form \"Task (owner, by time)\". Use the current process and times from the notes, in the order they happen. Plain text, each line under 16 words.","materialLabel":"Hygiene process with changes (attached to your prompt automatically)","material":"FRIDAY CRM HYGIENE PROCESS (RevOps, updated Nov 2026)\n\n1. Reps update close date and amount on every open opportunity. Rep, by 12 pm ET Friday.\n2. Reps set a next step date on every open opportunity (within 10 days). Rep, by 12 pm ET Friday.\n3. Reps mark Commit deals with a named signer. Rep, by 2 pm ET Friday.\n4. Managers review the Commit list and approve or move deals. Manager, by 4 pm ET Friday.\n5. RevOps freezes the forecast snapshot. RevOps, 5 pm ET Friday.\n\nChanges: the next step window was 14 days (now 10 days). The deadline was 3 pm for reps (now 12 pm and 2 pm). The old step 'email your manager your top 3 deals' was removed.\n\nAudience: all reps and managers.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Using old windows or deadlines","why":"The AI writes 14 days and 3 pm.","fix":"Add: \"Use the updated times and 10-day window.\"","checks":["r1"]},{"title":"Including the removed step","why":"The AI adds the top-3 email.","fix":"Add: \"Leave out the removed step.\"","checks":["r2"]},{"title":"Missing owners","why":"The AI lists tasks only.","fix":"Add: \"Each line: Task (owner, by time).\"","checks":["r0"]},{"title":"Long checklist","why":"The AI adds explanations.","fix":"Add: \"Exactly 5 lines under 16 words.\"","checks":["maxBullets","plainText"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist"]},{"label":"Gives the line form","patterns":["task \\(owner","by time"]},{"label":"Uses current times","patterns":["updated","10 days","12 pm"]},{"label":"Excludes removed steps","patterns":["removed","leave out"]},{"label":"Limits length","patterns":["5 lines","under 16"]}],"hint":"Give the checkbox format, the line form and say to use the updated process only.","rubricLabels":["Has exactly 5 lines, each starting with \"- [ ]\" in the form Task (owner, by time), in the order of the process","The next step date task says within 10 days (not 14), and the rep deadlines are 12 pm ET, 12 pm ET and 2 pm ET Friday","Manager review is by 4 pm ET, the RevOps freeze is 5 pm ET, and the removed 'email your manager your top 3 deals' step is not included"]}