{"id":"sales-call-summary-for-manager-three-lines","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"beginner","title":"Summarize a deal call for your manager in three labeled lines","free":false,"task":"Write a summary for your manager Kim in plain text with exactly 3 lines starting Outcome:, Risk:, Need from you:. Use the end-of-call outcome, not what was said at the start. Each line under 20 words. Need from you is one specific request with a date. Don't include small talk or details about the buyer's family.","materialLabel":"Call notes (attached to your prompt automatically)","material":"Call with Brookline Furniture, Nov 5 2026. Buyer: Hector Silva (owner). Rep: Lena.\n\nStart of call: Hector said he planned to sign this week and asked for the contract.\nMiddle: His accountant, Ruth, joined and asked about the annual escalator (4% a year). Hector said he hadn't realized it was in the quote. He asked if the escalator could be removed.\nEnd of call: Hector said he would not sign this week. He wants a version with a flat price for 2 years and will decide by Nov 20 once he sees it. Lena said she would ask her manager.\nSmall talk: Hector's daughter just started college; he talked about it for 5 minutes.\n\nPolicy: price escalators can be removed only with manager approval. Quote total: $27,600 per year. Competitor mentioned: none.\nLena needs a decision from Kim by Fri Nov 13 to send the revised quote before Hector's Nov 20 decision.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Reporting the start-of-call plan","why":"The AI says he plans to sign this week.","fix":"Add: \"Use the end-of-call outcome.\"","checks":["r1"]},{"title":"Including small talk","why":"The AI mentions the daughter.","fix":"Add: \"No small talk or family details.\"","checks":["r2"]},{"title":"Vague request","why":"The AI writes 'need your help'.","fix":"Add: \"One specific request with a date.\"","checks":["r2"]},{"title":"Long summary","why":"The AI writes paragraphs.","fix":"Add: \"Three labeled lines, plain text, each under 20 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the three labels","patterns":["outcome:","risk:","need from you"]},{"label":"Uses the end-of-call outcome","patterns":["end","final","outcome"]},{"label":"Asks for a dated request","patterns":["specific","date"]},{"label":"Bans small talk","patterns":["small talk","family","personal"]},{"label":"Limits length","patterns":["under 20","\\d+\\s*words"]}],"hint":"Give the three labels and say which outcome counts and what to leave out.","rubricLabels":["Has exactly three lines starting Outcome:, Risk: and Need from you: in that order","Outcome says Hector will not sign this week and will decide by Nov 20 after seeing a flat two-year price, and not that he plans to sign this week","Risk mentions the 4 percent escalator, Need from you asks Kim to approve removing it by Nov 13, and the summary has no mention of his daughter"]}