{"id":"revops-stale-lead-purge-questions-for-counsel","audience":"revops","category":"sales-work","technique":"constraints","track":"sales","level":"advanced","title":"Draft a lead-purge proposal with questions for counsel","free":false,"task":"Marketing Ops wants to delete inactive leads, and Legal needs a one-page brief. Write a memo with exactly three markdown headings in this order: ## Proposal, ## Data involved, ## Questions for counsel. Under Questions for counsel write exactly 4 numbered questions, each ending in a question mark. Do not state what any law requires or whether the plan is allowed. Use only the facts given. Under 200 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"PROPOSAL NOTES - lead database cleanup (from Marketing Ops, Nov 5)\n- Delete leads with no email open, click, reply or site visit in the last 24 months, and no open opportunity.\n- 41,200 leads match. 6,300 of them have an EU country on the record. 410 are on the unsubscribe list.\n- Marketing wants to keep unsubscribe addresses so they are never emailed again. Sales wants to keep older leads for win-back campaigns.\n- Data lives in the CRM, the marketing automation tool and the data warehouse, and in 3 exported spreadsheets on a shared drive. Backups keep deleted CRM data for 30 days.\n- 220 matching leads are linked to closed-won customers' old contact records.\n- Target date to run the deletion: Dec 4. Nobody in the company has yet checked the privacy policy wording about retention.\n- Rumor from a sales rep: \"Legal said 24 months is fine.\" Not in writing.","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":220}],"mistakes":[{"title":"Concluding what the law says","why":"The AI writes 'GDPR requires deletion' or 'this is allowed'.","fix":"Add: \"Do not state what any law requires or whether the plan is allowed; only list questions for counsel.\"","checks":["r2"]},{"title":"Treating the rumor as approval","why":"The AI says Legal already approved 24 months.","fix":"Add: \"The rep's comment is unverified; do not treat it as approval.\"","checks":["r1"]},{"title":"Wrong structure","why":"The AI adds sections like Risks and Next Steps.","fix":"Add: \"Exactly three ## headings in this order: Proposal, Data involved, Questions for counsel.\"","checks":["r0"]},{"title":"Questions that are statements","why":"The AI writes advice, not questions, or more than four.","fix":"Add: \"Exactly 4 numbered questions, each ending with a question mark.\"","checks":["numberedItems","r2"]},{"title":"Too long","why":"The AI writes a full memo.","fix":"Add: \"Under 170 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the headings","patterns":["## proposal","data involved","questions for counsel"]},{"label":"Fixes the question count","patterns":["exactly 4","4 numbered","four questions"]},{"label":"Avoids legal conclusions","patterns":["do not state","not say what","law requires"]},{"label":"Uses only the facts","patterns":["only the facts","use only"]},{"label":"Handles the rumor","patterns":["rumou?r","unverified","not approval"]}],"hint":"Give the three headings, cap the questions at four, and forbid legal conclusions.","rubricLabels":["Has exactly the three headings Proposal, Data involved, Questions for counsel, in that order","Data involved includes 41,200 leads, 6,300 with an EU country, 410 unsubscribed and the systems (CRM, marketing tool, warehouse, spreadsheets, backups), and Proposal does not treat the rep's \"Legal said it's fine\" as approval","Questions for counsel has exactly 4 numbered questions each ending with a question mark (for example on unsubscribe records, EU contacts, backups and the 220 customer-linked leads), and nothing says what any law requires"]}