{"id":"revops-owner-change-handoff-message-four-lines","audience":"revops","category":"sales-work","technique":"audience","track":"sales","level":"beginner","title":"Tell a new owner what they've inherited, in four lines","free":false,"task":"Dana Ellis is taking over the Orchid Health account after a rep left. Write exactly four plain-text lines starting Account:, Status:, Next step:, Watch out:. Use CRM facts only, no opinions. Watch out is one factual risk with its date. Under 70 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"CRM RECORD - Orchid Health (new owner: Dana Ellis, previous owner: Jules Moran, left Nov 1)\n- ARR: $58,000. Stage: 4 (Propose). Close date: Dec 18.\n- Primary contact: Dr. Alan Pryce, prefers email over calls.\n- Last activity: proposal call Oct 28. Logged next step: legal review call Thu Nov 12, 10:00 a.m.\n- Open support ticket: P2 about report exports, opened Oct 22, still open.\n- Quote expires: Nov 30.\n- Jules's note: \"Dr. Pryce is probably going to push back on price.\" (opinion)\n- Orchid has used the platform since a pilot in June.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Repeating the opinion","why":"The AI warns about price pushback.","fix":"Add: \"Facts only, no opinions.\"","checks":["r2"]},{"title":"Missing the logged next step","why":"The AI invents a new next step.","fix":"Add: \"Next step is the one logged in the CRM.\"","checks":["r2"]},{"title":"Several risks","why":"The AI lists four risks.","fix":"Add: \"Watch out is one factual risk with its date.\"","checks":["r2"]},{"title":"Wrong format","why":"The AI writes a long welcome note.","fix":"Add: \"Exactly four plain-text lines, under 70 words.\"","checks":["r0","r1","plainText","maxWords"]}],"promptHints":[{"label":"Names the four lines","patterns":["account:","status:","next step:","watch out"]},{"label":"Facts only","patterns":["facts only","no opinions"]},{"label":"Dated risk","patterns":["with its date","one factual risk","date"]},{"label":"Uses CRM next step","patterns":["logged","crm"]},{"label":"Caps","patterns":["under 70 words"]}],"hint":"Name the four lines, say facts only, and ask for one dated risk.","rubricLabels":["Has exactly four lines starting Account:, Status:, Next step:, Watch out: in that order","Account includes Orchid Health with $58,000 ARR, and Status gives stage 4 (Propose) with the Dec 18 close date","Next step is the legal review call Thu Nov 12 at 10:00 a.m., and Watch out is one factual risk with a date (the quote expiring Nov 30 or the open P2 ticket since Oct 22) without Jules's price opinion"]}