{"id":"revops-manager-note-rewrite-sbi","audience":"managers","category":"sales-work","technique":"tone","track":"sales","level":"beginner","title":"Rewrite a blunt manager note as a situation-behavior-impact message","free":false,"task":"Rewrite the blunt note as a coaching message to the rep with exactly 3 lines in plain text starting with \"Situation:\", \"Behavior:\" and \"Impact:\", then one last line starting \"Next step:\" with a specific action and date. Keep only facts in the CRM log, drop personal judgments and the comparison to other reps. Under 90 words.","materialLabel":"Manager's draft and CRM log (attached to your prompt automatically)","material":"MANAGER'S DRAFT NOTE to Cal:\n\"Cal, you're lazy with the CRM and everyone can see it. Dev and Sunita never have this problem. Your forecast is garbage because half your deals have no next steps. Fix it or I'll start questioning your commitment.\"\n\nCRM LOG (Oct 26 to Nov 5):\n- 9 of 14 open opportunities have no next step date.\n- 4 opportunities had a close date in October that was not updated; they are still open.\n- On the Nov 2 forecast call, Cal could not answer three questions about Delmont Corp ($70K) because the notes were blank.\n- Cal logged 12 calls in the same period (activity is fine).\n\nContext: pipeline review is every Monday. Next one is Nov 9.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Keeping insults","why":"The AI softens but keeps 'lazy' or comparisons.","fix":"Add: \"Drop personal judgments and comparisons to other reps.\"","checks":["r2"]},{"title":"Vague facts","why":"The AI writes 'update your CRM more'.","fix":"Add: \"Use the numbers from the CRM log.\"","checks":["r1"]},{"title":"No next step","why":"The AI ends with encouragement.","fix":"Add: \"End with a Next step line with a specific action and date.\"","checks":["r2"]},{"title":"Wrong format or length","why":"The AI writes a long note.","fix":"Add: \"Four labeled lines, under 90 words, plain text.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the four labels","patterns":["situation","behavior","impact","next step"]},{"label":"Requires CRM facts","patterns":["crm","facts","numbers"]},{"label":"Drops judgments","patterns":["judgment","insult","comparison","personal"]},{"label":"Adds a dated action","patterns":["date","specific action","nov(ember)? 9"]},{"label":"Limits length","patterns":["\\d+\\s*words","under \\d+"]}],"hint":"Name the four labels and tell the AI what to keep and what to drop.","rubricLabels":["Has four lines starting Situation:, Behavior:, Impact: and Next step: in that order","Behavior cites facts from the log (9 of 14 open opportunities with no next step date, or 4 stale October close dates) and the Impact mentions the Delmont Corp questions on the Nov 2 forecast call","Next step names a specific action with a date such as updating next steps before the Nov 9 review, and no line contains laziness, garbage, comparison to Dev or Sunita, or a question about commitment"]}