{"id":"sales-account-manager-upsell-handoff-note-facts","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"intermediate","title":"Hand an upsell lead to the account manager with facts only","free":false,"task":"Write an internal note to the account manager, Dina, with exactly 4 plain-text lines starting Account:, Signal:, Do not say:, Next step:. Signal gives one usage fact with its number. Do not say lists two things she must not promise. Next step is one action with a date. Don't speculate about the customer's budget or intentions. Under 70 words.","materialLabel":"Usage and account notes (attached to your prompt automatically)","material":"Account: Foxglove Architects, 24 licensed seats, $28,800 per year, renews Jun 30 2027. CSM: Rafa. Account manager (sales): Dina.\n\nUsage data (last 60 days): 24 of 24 seats active; the shared-drive integration is hit-limit warnings 6 times (limit 5 GB per project); admins opened 3 support tickets asking about storage limits.\nPlan: Pro (5 GB per project). Plan above: Business (50 GB per project, $38 per seat per month).\n\nDo not promise: a discount, or that the Business plan is 'the fix' for the warnings (support is investigating a sync bug).\nRafa's guesses (not for the note): 'They have budget now' and 'the managing partner wants to expand'.\nNext step: Dina calls the office manager, Iris Bell, by Fri Nov 13.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Speculating about budget","why":"The AI repeats the guesses.","fix":"Add: \"No speculation about budget or intentions.\"","checks":["r2"]},{"title":"Promising the fix","why":"The AI says Business solves it.","fix":"Add: \"Do not say lists what not to promise.\"","checks":["r1"]},{"title":"Vague next step","why":"The AI writes 'follow up'.","fix":"Add: \"Next step is one action with a date.\"","checks":["r2"]},{"title":"Wrong structure","why":"The AI writes paragraphs.","fix":"Add: \"Four labeled lines, plain text, under 70 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the four labels","patterns":["account:","signal:","do not say","next step"]},{"label":"Requires a number","patterns":["number","usage fact"]},{"label":"Lists what not to promise","patterns":["two things","not promise","discount"]},{"label":"Bans speculation","patterns":["speculat","budget","intentions"]},{"label":"Requires date","patterns":["date","fri nov 13"]}],"hint":"Give the four labels and what each must contain, plus the ban on speculation.","rubricLabels":["Has exactly four lines starting Account:, Signal:, Do not say:, Next step: in that order","Signal cites a usage fact with a number (such as six storage-limit warnings, three support tickets, or 24 of 24 seats active), and Do not say lists no discount promise and no claim that Business is the fix","Next step is Dina calling Iris Bell by Fri Nov 13, and the note contains no speculation about budget or expansion plans"]}