{"id":"revops-meeting-held-rate-by-source-low-sample","audience":"revops","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Compute meeting held rates by source, lowest first, with sample flags","free":false,"task":"Make a markdown table with columns Source | Booked | Held | Held rate | Note, sorted from lowest held rate to highest. Held rate is held divided by booked, whole-number percent. Note is \"Low sample\" when booked is under 15, otherwise a dash. After the table add one line exactly: \"Low-sample sources are not ranked.\" No bold, under 80 words.","materialLabel":"October meetings booked vs held (attached to your prompt automatically)","material":"Meetings booked and held in October 2026 by source:\n\nInbound: booked 40, held 34\nOutbound: booked 30, held 21\nPartner: booked 10, held 9\nEvents: booked 12, held 6\n\nHeld = the meeting took place (no-shows and cancellations excluded).\nRule: sources with fewer than 15 booked meetings are marked Low sample and are not ranked as best or worst.\nA partner manager said 'Partner has 90% held, the best source!' (Partner has only 10 booked).\nRounding: whole numbers.\n\nContext: the held-rate report goes to the SDR managers and the marketing lead every month. A meeting counts as booked when it is on the AE's calendar with a confirmed time; it counts as held when the AE logs the meeting outcome in the CRM within 24 hours. Rescheduled meetings count once, in the month they were held or cancelled.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Missing the sample flag","why":"The AI calls Partner the best source.","fix":"Add: \"Mark Low sample when booked is under 15.\"","checks":["r2"]},{"title":"Wrong sort","why":"The AI keeps the input order.","fix":"Add: \"Sort lowest held rate first.\"","checks":["r0"]},{"title":"Missing the exact line","why":"The AI adds commentary.","fix":"Add: \"End with the exact line.\"","checks":["r2"]},{"title":"Bold and extras","why":"The AI bolds the top source.","fix":"Add: \"No bold; under 80 words.\"","checks":["r1","plainText","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["source","booked","held","held rate","note"]},{"label":"Defines the rate","patterns":["held divided by booked"]},{"label":"Sets the sample rule","patterns":["low sample","under 15"]},{"label":"Sorts rows","patterns":["lowest"]},{"label":"Gives the exact line","patterns":["low-sample sources are not ranked"]}],"hint":"Define the rate, the Low sample rule, the sort and the exact closing line.","rubricLabels":["Is a table with columns Source, Booked, Held, Held rate and Note with four rows sorted Events, Outbound, Inbound, Partner","Held rates are Events 50%, Outbound 70%, Inbound 85% and Partner 90%","Events and Partner are marked Low sample and the others a dash, the exact line \"Low-sample sources are not ranked.\" follows the table, and there is no bold"]}