{"id":"revops-new-ae-first-week-checklist-dated","audience":"revops","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Draft a dated first-week CRM setup checklist for a new AE","free":false,"task":"Write a first-week checklist for a new AE starting Monday Nov 9 2026. Use exactly 6 lines starting with \"- [ ]\", each in the form \"Day date: task (owner)\" with real dates (like Mon Nov 9). Owners are only RevOps, the manager or the AE. Order by date, and put the CRM login first and the territory assignment on the day the notes say it's available. Plain text, under 110 words.","materialLabel":"Onboarding notes (attached to your prompt automatically)","material":"New AE: Dev Anand, starts Monday Nov 9 2026. Manager: Lin Hart. RevOps contact: Gwen.\n\nOnboarding facts:\n- CRM login is created by RevOps on the start day (Mon) after IT confirms laptop setup.\n- Territory assignment: RevOps loads accounts into the CRM on Wednesday Nov 11 (data refresh runs Tuesday night).\n- Product training: 2 sessions, Tuesday Nov 10 at 10 am and Thursday Nov 12 at 2 pm; manager books the invites.\n- Pipeline tool training with RevOps: Wednesday Nov 11 at 3 pm.\n- Dev should log first 3 practice calls in the CRM by Friday Nov 13 (AE does this).\n- First 1:1 with manager: Friday Nov 13 at 9 am.\n\nNot in week 1: quota setting, commission plan enrollment (scheduled for Nov 16).","rules":[{"type":"maxBullets","max":6},{"type":"plainText"}],"mistakes":[{"title":"Wrong dates","why":"The AI writes relative days like 'Day 1'.","fix":"Add: \"Use real dates like Mon Nov 9.\"","checks":["r0"]},{"title":"Territory too early","why":"The AI assigns territory on day one.","fix":"Add: \"Territory is loaded Wed Nov 11.\"","checks":["r1"]},{"title":"Adding out-of-scope items","why":"The AI includes commission enrollment.","fix":"Add: \"Leave out what's not in week 1.\"","checks":["r2"]},{"title":"Long checklist","why":"The AI writes 12 items.","fix":"Add: \"Exactly 6 lines under 110 words.\"","checks":["maxBullets","plainText"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist"]},{"label":"Asks for real dates","patterns":["real dates","mon nov 9","day date"]},{"label":"Names the owners","patterns":["owner","revops","manager"]},{"label":"Orders by date","patterns":["date order","order by"]},{"label":"Excludes week-2 items","patterns":["not in week 1","leave out","quota","commission"]}],"hint":"Give the line format, real dates, allowed owners and what stays out.","rubricLabels":["Has exactly 6 lines, each starting with \"- [ ]\" and written as Day date: task (owner), in date order","The first line is the CRM login on Mon Nov 9 by RevOps and the territory assignment line is on Wed Nov 11","Owners are only RevOps, the manager or the AE, and no line includes quota setting or commission plan enrollment"]}