{"id":"sales-bant-yes-no-unknown-lines","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"beginner","title":"Score a lead on budget, authority, need and timeline from the notes","free":false,"task":"Rate each of the four qualification areas from the call notes. Write exactly 4 plain-text lines starting Budget:, Authority:, Need:, Timeline:. Each is Yes, No or Unknown followed by a dash and a quote or fact from the notes in under 10 words. Use Yes only when the buyer clearly said it; use Unknown when the notes are silent or only imply it.","materialLabel":"Call notes (attached to your prompt automatically)","material":"Call: Nov 5 2026 with Esme Vaughn, operations manager at Clearwater Marine Services (22 employees). Rep: Idris.\n\nNotes:\n- Esme said, \"Our paper job tickets get lost every week. It costs us real money.\" (clear need)\n- Budget: she said \"we'd find the money if it's worth it\" but no number or approval was discussed.\n- Authority: she said she makes software recommendations, but \"the owner, Gus, signs off on anything over $5,000.\" The price range of ours is $9,000 to $12,000 per year.\n- Timeline: she said, \"Maybe before spring, I'm not sure.\" No date or event.\n- Idris asked about the owner's availability; Esme said Gus is traveling until Dec 1.\n\nNote: do not infer anything not stated.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Over-crediting Budget","why":"The AI marks Budget Yes from 'we'd find the money'.","fix":"Add: \"Yes only when the buyer clearly said it; otherwise Unknown.\"","checks":["r1"]},{"title":"Marking Authority Yes","why":"The AI treats the recommender as the decision maker.","fix":"Add: \"Authority depends on who signs; use the notes.\"","checks":["r1"]},{"title":"Long facts","why":"The AI writes sentences.","fix":"Add: \"Each fact under 10 words, plain text.\"","checks":["r2","plainText","maxWords"]},{"title":"Wrong structure","why":"The AI writes a paragraph.","fix":"Add: \"Four labeled lines in order.\"","checks":["r0"]}],"promptHints":[{"label":"Lists the four labels","patterns":["budget:","authority:","need:","timeline:"]},{"label":"Defines the answers","patterns":["yes, no or unknown","unknown"]},{"label":"Defines Yes","patterns":["clearly said","only when"]},{"label":"Requires a short fact","patterns":["under 10","quote or fact"]},{"label":"Plain text","patterns":["plain text","exactly 4"]}],"hint":"List the four labels, the three answers and when Yes is allowed.","rubricLabels":["Has exactly four lines starting Budget:, Authority:, Need: and Timeline: in that order, each Yes, No or Unknown followed by a dash and a short fact","Need is Yes (paper tickets get lost every week), Budget is Unknown (no number or approval), Authority is No or Unknown for Esme alone because the owner signs off over $5,000","Timeline is Unknown (only 'maybe before spring'), and each fact is under 10 words"]}