{"id":"revops-segment-assignment-first-match-table","audience":"revops","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Assign accounts to segments by the first matching rule","free":false,"task":"Assign each of the 6 accounts to a segment in a markdown table with columns Account | Segment | Rule. Segment is exactly Enterprise, Mid-Market or SMB. Rule is the number of the first matching rule (R1, R2 or R3). Boundaries are exactly as written. Nothing outside the table, no bold, under 70 words.","materialLabel":"Segmentation rules and accounts (attached to your prompt automatically)","material":"SEGMENTATION RULES (2027; first match wins):\nR1. Enterprise: more than 1,000 employees OR estimated annual potential of $200K or more.\nR2. Mid-Market: 201 to 1,000 employees (inclusive).\nR3. SMB: everything else.\n\nACCOUNTS (employees; estimated annual potential):\nAlder Foods: 1,500; $50K\nBirch Labs: 150; $250K\nCedar Supply: 500; $80K\nDune Logistics: 1,000; $100K\nElm Dental: 90; $30K\nFern Retail: 201; $60K\n\nOld rules (2026): Enterprise was 500+ employees. Retired.\n\nContext: the 2027 territory planning committee approved these rules on Oct 30 and RevOps is loading the segments into the CRM on Nov 23. Employee counts come from the enrichment tool; estimated annual potential is the sum of expected annual contract value from an account's firmographics model. If an account matches more than one rule, only the first rule is recorded in the CRM.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Using the old Enterprise threshold","why":"The AI calls Cedar Supply Enterprise.","fix":"Add: \"Use the 2027 rules.\"","checks":["r1","r2"]},{"title":"Wrong boundaries","why":"The AI makes Dune Logistics Enterprise at exactly 1,000.","fix":"Add: \"More than 1,000 means above 1,000; 201 to 1,000 is inclusive.\"","checks":["r1"]},{"title":"Missing the potential rule","why":"The AI ignores Birch Labs' $250K.","fix":"Add: \"R1 is employees OR potential.\"","checks":["r1"]},{"title":"Extra text","why":"The AI adds commentary.","fix":"Add: \"Only the table, no bold.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["account","segment","rule"]},{"label":"States first match","patterns":["first match"]},{"label":"Handles boundaries","patterns":["inclusive","more than 1,000","exactly"]},{"label":"Uses current rules","patterns":["2027","retired"]},{"label":"Table only","patterns":["only the table","no bold"]}],"hint":"Say first match wins, how boundaries work and which rules are current.","rubricLabels":["Is a table with columns Account, Segment and Rule with exactly six rows in the order given","Segments and rules are Alder Foods Enterprise R1, Birch Labs Enterprise R1, Cedar Supply Mid-Market R2, Dune Logistics Mid-Market R2, Elm Dental SMB R3, Fern Retail Mid-Market R2","Segment is exactly Enterprise, Mid-Market or SMB, the retired 2026 rule is not used, and nothing appears outside the table"]}