{"id":"sales-annual-prepay-savings-reply","audience":"small-business","category":"sales-work","technique":"grounding","track":"sales","level":"beginner","title":"Answer an annual-versus-monthly question with the savings math","free":false,"task":"Reply to a customer asking what she'd save by paying annually. Plain text under 90 words. Show three lines of math: monthly total for a year, annual price after the discount, and the saving. Then state the catch from the notes in one sentence (what changes if she cancels). Start with the saving, and don't add benefits that aren't in the notes.","materialLabel":"Plan terms and customer message (attached to your prompt automatically)","material":"Customer: Bea Okonkwo, owner of Bea's Bookkeeping (2 users). Plan: Team, $45 per user per month, billed monthly.\n\nBea's message: \"If I pay for the year up front, what do I save?\"\n\nTerms:\n- Annual billing: 15% off the full year's price, paid up front.\n- Annual plans are non-refundable after the first 30 days; monthly plans can be canceled any time with no further charge.\n- Annual price is locked for the 12 months; monthly price can change with 30 days' notice.\n- Switching from monthly to annual can be done at any time.\n\nRep: Rafa. Not in the notes: free onboarding, extra seats, referral credits. Do not mention these.","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Starting with greeting or benefits","why":"The AI starts with thanks and a list of perks.","fix":"Add: \"Start with the saving.\"","checks":["r0"]},{"title":"Math errors","why":"The AI applies 15% to one user or one month.","fix":"Add: \"Show the three math lines for 2 users for 12 months.\"","checks":["r1"]},{"title":"Hiding the catch","why":"The AI omits the non-refundable terms.","fix":"Add: \"State the catch in one sentence.\"","checks":["r2"]},{"title":"Invented extras","why":"The AI adds free onboarding.","fix":"Add: \"Use only the notes.\"","checks":["r2","maxWords","plainText"]}],"promptHints":[{"label":"Asks for the saving first","patterns":["start with","saving first","begin"]},{"label":"Asks for three math lines","patterns":["three lines","math","monthly total"]},{"label":"States the catch","patterns":["catch","non.refundable","cancel"]},{"label":"Stays inside the notes","patterns":["only","notes","don.t add"]},{"label":"Limits length","patterns":["under 90","\\d+\\s*words"]}],"hint":"Say to start with the saving, ask for three math lines and the catch.","rubricLabels":["Begins with the saving ($162 per year) and shows the monthly total as 2 x 45 x 12 = $1,080","Shows the annual price as 1,080 x 85% = $918 and the saving as 1,080 - 918 = $162","States the catch in one sentence (annual plans are non-refundable after the first 30 days) and does not mention onboarding, extra seats or referral credits"]}