{"id":"revops-offboarding-checklist-dates-from-last-day","audience":"managers","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Build a rep offboarding checklist with dates from the last day","free":false,"task":"Write an offboarding checklist for a rep whose last day is Fri Nov 20 2026. Use exactly 5 lines starting with \"- [ ]\", each in the form \"Day Mon DD: task (owner)\" with the calculated date, ordered by date. Use only the rules in the notes and calendar days. Plain text, each line under 16 words. After the five lines add one line exactly: \"Confirm exceptions with HR.\"","materialLabel":"Offboarding rules (attached to your prompt automatically)","material":"SALES OFFBOARDING RULES (RevOps + Sales Ops, 2026). Last day = L = Fri Nov 20 2026.\n\n- L minus 1 day: RevOps removes the rep from lead routing.\n- By L: the manager reassigns all open opportunities.\n- L at 5 pm ET: RevOps disables the rep's CRM login.\n- L plus 2 business days: the manager transfers all accounts to new owners (Mon Nov 23 and Tue Nov 24 are the 2 business days; the deadline is Tue Nov 24).\n- L plus 30 calendar days: Finance issues the final commission statement (Dec 20 2026).\n\nCalendar helper: Nov 19 is a Thursday; Nov 24 is a Tuesday; Dec 20 is a Sunday.\nOld rule (retired): accounts were transferred within 5 business days.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Using the old 5-day rule","why":"The AI sets transfers for Nov 27.","fix":"Add: \"Accounts transfer within 2 business days (Nov 24).\"","checks":["r1"]},{"title":"Wrong date math","why":"The AI counts L plus 30 as Dec 19 or 21.","fix":"Add: \"30 calendar days after Nov 20 is Dec 20.\"","checks":["r1"]},{"title":"Wrong order","why":"The AI lists in rule order.","fix":"Add: \"Order by date.\"","checks":["r0"]},{"title":"Long checklist","why":"The AI adds extra steps.","fix":"Add: \"Exactly 5 lines under 16 words.\"","checks":["maxBullets","plainText","r2"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist"]},{"label":"Gives the line form","patterns":["day mon dd","task \\(owner"]},{"label":"Uses the helper dates","patterns":["nov(ember)? 19","nov(ember)? 24","dec(ember)? 20"]},{"label":"Orders by date","patterns":["date order","order by date"]},{"label":"Uses the current rule","patterns":["retired","2 business days"]}],"hint":"Give the checkbox format, the line form, the date order and say to use the current rules.","rubricLabels":["Has exactly 5 lines, each starting with \"- [ ]\" in the form Day Mon DD: task (owner), ordered by date","The dates are Thu Nov 19 (RevOps, routing), Fri Nov 20 (manager, reassign opportunities), Fri Nov 20 (RevOps, disable login at 5 pm ET), Tue Nov 24 (manager, transfer accounts) and Sun Dec 20 (Finance, final commission statement)","The retired 5-business-day rule is not used and owners are only RevOps, the manager or Finance, and ends with a line exactly \"Confirm exceptions with HR.\""]}