{"id":"revops-qbr-prep-questions-from-rep-numbers","audience":"managers","category":"sales-work","technique":"context","track":"sales","level":"intermediate","title":"Write 6 QBR prep questions grounded in one rep's numbers","free":false,"task":"Prepare a checklist of exactly 6 questions for a quarterly business review with one rep. Each line starts with \"- [ ]\" and each question cites one number from the rep's data. The first question must be about the rep's lowest stage-to-stage conversion. No question is accusatory (no \"why didn't you\") and none asks about personal circumstances. Plain text, each question under 22 words.","materialLabel":"Rep's quarter data (attached to your prompt automatically)","material":"Rep: Simone Achebe, Mid-Market AE. Q3 2026.\n\nQuota: $600K. Closed won: $474K (79%).\nPipeline created: $1.1M (team median $1.3M).\nStage conversions: Discovery to Demo 62%; Demo to Proposal 41%; Proposal to Closed Won 18% (team median 29%).\nAverage sales cycle: 58 days (team median 49 days).\nLargest lost deal: Haverford Supply, $90K, lost at Proposal after 71 days.\nDiscount given on won deals: average 9% (policy: reps may give up to 10% without approval).\nActivities: 212 calls, 340 emails.\nNext quarter: 3 open Q4 deals over $75K; one has no next step date.\n\nManager's note: \"Simone had a family situation in August.\" (Do not ask about it.)","rules":[{"type":"maxBullets","max":6},{"type":"plainText"}],"mistakes":[{"title":"Accusatory questions","why":"The AI writes 'Why didn't you close more deals?'","fix":"Add: \"No accusatory questions; ask what, how or which.\"","checks":["r2"]},{"title":"Wrong first question","why":"The AI starts with quota attainment.","fix":"Add: \"The first question is about the lowest stage conversion.\"","checks":["r1"]},{"title":"Personal topics","why":"The AI mentions the August situation.","fix":"Add: \"No questions about personal circumstances.\"","checks":["r2"]},{"title":"Generic, long list","why":"The AI writes 10 generic questions.","fix":"Add: \"Exactly 6 lines starting - [ ], each citing a number.\"","checks":["r0","maxBullets","plainText"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist"]},{"label":"Fixes the count","patterns":["6 questions","six","exactly 6"]},{"label":"Orders the first question","patterns":["first","lowest","conversion"]},{"label":"Requires numbers","patterns":["cite","number","data"]},{"label":"Bans accusations and personal topics","patterns":["accus","personal","why didn.t"]}],"hint":"Give the format and count, say which question comes first and which topics are off limits.","rubricLabels":["Has exactly 6 lines, each starting with \"- [ ]\"","The first question is about the Proposal to Closed Won conversion of 18 percent (versus the team median of 29 percent)","Each question cites a number from the data, none begins with why didn't or why haven't, and none asks about the August family situation"]}