{"id":"revops-messy-crm-note-to-template-fields","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Rewrite a messy CRM note into four fields and mark what's missing","free":false,"task":"Rewrite the messy note into exactly 4 plain-text lines starting Contact:, Date:, Topic:, Next step:. Use only facts in the note; for anything the note doesn't give, write \"Not stated\". Each line under 14 words. Convert 'yesterday' using today's date. The Next step line must start with \"Send\" and the Topic line must start with \"Moving to\".","materialLabel":"Rep's raw note (attached to your prompt automatically)","material":"Today is Fri Nov 6 2026.\n\nRaw CRM note typed by rep Dev: \"talked w/ the guy at Hartley yesterday abt moving to the pro plan?? he said maybe, depends on whether his boss ok's the extra spend. Said he'd get back. Their budget cycle is probably Jan. Need to send him the comparison sheet.\"\n\nOther data in the CRM (not in the note): the contact is Alan Pierce, IT lead at Hartley Mills; call length 18 minutes.\nTemplate rule: use only what the note says; do not pull facts from elsewhere; 'probably' guesses are not facts.","rules":[{"type":"plainText"},{"type":"maxWords","max":60}],"mistakes":[{"title":"Pulling in CRM facts","why":"The AI adds Alan Pierce and 18 minutes.","fix":"Add: \"Use only what the note says.\"","checks":["r1","r2"]},{"title":"Stating a guess as fact","why":"The AI writes 'budget cycle is January'.","fix":"Add: \"Guesses are not facts; leave them out or mark them.\"","checks":["r2"]},{"title":"Wrong date","why":"The AI writes Nov 6.","fix":"Add: \"Convert yesterday to Thu Nov 5.\"","checks":["r1"]},{"title":"Wrong structure","why":"The AI writes a paragraph.","fix":"Add: \"Four labeled lines under 14 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the four labels","patterns":["contact:","date:","topic:","next step"]},{"label":"Uses only the note","patterns":["only","note"]},{"label":"Marks gaps","patterns":["not stated"]},{"label":"Converts yesterday","patterns":["yesterday","nov(ember)? 5"]},{"label":"Limits length","patterns":["under 14"]}],"hint":"Give the four labels, restrict to the note and say what to write when it is silent.","rubricLabels":["Has exactly four lines starting Contact:, Date:, Topic:, Next step: in that order","Contact says the guy at Hartley (no name, since the note doesn't give one) or Not stated for the name, Date is Thu Nov 5 (yesterday), and Topic is moving to the Pro plan pending his boss approving the extra spend, where the Topic line starts with \"Moving to\" and the Next step line starts with \"Send\"","Next step is sending him the comparison sheet, and the note's guess about a January budget cycle and CRM-only facts (Alan Pierce, 18 minutes) are not stated as facts"]}