{"id":"sales-account-plan-fields-unknown-flagged","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Fill an account plan and flag what you don't yet know","free":false,"task":"Fill in a one-page account plan using exactly these 6 labeled lines in plain text: Goal:, Key people:, Our position:, Competitor:, Biggest risk:, Next 30 days:. For anything the notes don't support, write \"Unknown - find out\" instead of guessing. Under 120 words. Next 30 days has exactly two actions with owners and dates (use only actions in the notes).","materialLabel":"Account notes (attached to your prompt automatically)","material":"Account: Kestrel Logistics (regional freight, 300 employees). Customer since 2024. ARR $54,000. AE: Naomi. CSM: Pablo.\n\nGoal (from QBR, Oct 22): expand use of our tracking tool from the Midwest hub to the Southeast hub (renewal Mar 31 2027).\nPeople: COO Dev Mehta (executive sponsor, supportive); Southeast hub manager Lia Torres (met once, undecided, said 'I need to see it work with our scanners'); finance contact unknown.\nOur position: 38 of 60 licensed seats active in the Midwest hub; NPS 8 in Q3.\nCompetitor: Naomi heard 'Hauler' came up, but nobody at Kestrel has confirmed it.\nRisk: Lia's scanner compatibility concern (a technical gap is not confirmed).\nActions agreed: Pablo to run a scanner test with Lia's team by Nov 20; Naomi to send Dev the Southeast expansion proposal by Dec 4.\n\nNot in notes: budget for expansion; competitor details.","rules":[{"type":"plainText"},{"type":"maxWords","max":120}],"mistakes":[{"title":"Treating rumor as fact","why":"The AI names Hauler as the competitor.","fix":"Add: \"Unknown - find out for anything the notes don't support.\"","checks":["r2"]},{"title":"Guessing the finance contact","why":"The AI invents a CFO.","fix":"Add: \"Don't guess names or budgets.\"","checks":["r1"]},{"title":"Adding extra actions","why":"The AI invents a third action.","fix":"Add: \"Exactly two actions from the notes.\"","checks":["r2"]},{"title":"Long plan","why":"The AI writes paragraphs.","fix":"Add: \"Six labeled lines, plain text, under 120 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the six labels","patterns":["goal:","key people","our position","competitor:","biggest risk","next 30 days"]},{"label":"Uses Unknown - find out","patterns":["unknown - find out"]},{"label":"Fixes two actions","patterns":["two actions","owners and dates"]},{"label":"Stays inside the notes","patterns":["only","notes","guess"]},{"label":"Limits length","patterns":["under 120","\\d+\\s*words"]}],"hint":"List the six labels, the exact Unknown phrase and the two-action rule.","rubricLabels":["Has exactly six lines starting Goal:, Key people:, Our position:, Competitor:, Biggest risk:, Next 30 days: in that order","Goal is expanding from the Midwest hub to the Southeast hub, Key people names Dev Mehta (supportive), Lia Torres (undecided) and the finance contact as Unknown - find out, and Our position cites 38 of 60 seats active and NPS 8","Competitor is Unknown - find out (Hauler is unconfirmed), Biggest risk is the unconfirmed scanner compatibility concern, and Next 30 days lists Pablo's scanner test by Nov 20 and Naomi's proposal to Dev by Dec 4"]}