{"id":"revops-stage-three-exit-checklist-evidence","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Turn stage exit criteria into a rep checklist with evidence needed","free":false,"task":"Rewrite the Stage 3 exit criteria as a checklist for reps with exactly 5 lines starting with \"- [ ]\", each in the form \"Criterion - Evidence: what to log in the CRM\". Use only the 2026 criteria, in the policy's order. Each line under 22 words. Plain text, no intro.","materialLabel":"Stage policy with revisions (attached to your prompt automatically)","material":"STAGE 3 (Proposal) EXIT CRITERIA - policy updated Oct 2026\n\n1. Economic buyer named. Evidence: name and title in the Contacts section; date of first meeting with them.\n2. Business case agreed. Evidence: dollar value of the problem logged in the Business Case field, confirmed by the champion by email (attach the email).\n3. Proposal sent. Evidence: proposal PDF attached and the Proposal Sent date set.\n4. Proposal review call held. Evidence: call logged with the date and attendees.\n5. Mutual action plan shared. Evidence: plan attached with a customer-confirmed target close date.\n\nREMOVED in Oct 2026: \"Security questionnaire started\" (now a Stage 4 criterion).\nOLD wording (2025): criterion 2 said \"champion verbally agrees\". Retired.\n\nAudience: reps in their first 90 days.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Including the removed criterion","why":"The AI adds the security questionnaire.","fix":"Add: \"Use only the 2026 criteria; the security questionnaire moved to Stage 4.\"","checks":["r2"]},{"title":"Using old wording","why":"The AI accepts a verbal agreement.","fix":"Add: \"Business case needs an emailed confirmation.\"","checks":["r2"]},{"title":"Missing the evidence","why":"The AI lists criteria alone.","fix":"Add: \"Each line: Criterion - Evidence: what to log.\"","checks":["r0"]},{"title":"Long checklist","why":"The AI adds headings and explanations.","fix":"Add: \"Exactly 5 lines starting - [ ], plain text, under 22 words.\"","checks":["maxBullets","plainText","r1"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist"]},{"label":"Requires evidence","patterns":["evidence:"]},{"label":"Fixes 5 lines in order","patterns":["5 lines","five","policy.s order"]},{"label":"Uses the 2026 criteria","patterns":["2026","updated","current"]},{"label":"Limits length","patterns":["under 22","\\d+\\s*words"]}],"hint":"Give the line pattern with Evidence:, say to use only the current criteria and the line limit.","rubricLabels":["Has exactly 5 lines, each starting with \"- [ ]\" and containing Evidence:, in the policy's order","The criteria are economic buyer named, business case agreed, proposal sent, proposal review call held and mutual action plan shared","The business case line requires the dollar value and an emailed champion confirmation (not a verbal agreement), and no line includes the removed security questionnaire"]}