{"id":"sales-ceo-customer-advisory-board-invite-no-promises","audience":"executives","category":"sales-work","technique":"constraints","track":"sales","level":"intermediate","title":"Invite a customer to an advisory board without overpromising","free":false,"task":"Hannah Cole, CEO, is inviting Grace Wu (COO, Stonebridge Logistics) to the Customer Advisory Board. Write a plain-text email under 140 words. State the two meeting dates and format, that there is no payment, ask for a reply by Dec 4, and make no promise that feedback will become product features. Sign off Hannah.","materialLabel":"Your notes (attached to your prompt automatically)","material":"CUSTOMER ADVISORY BOARD (CAB) - FACTS\n- Members: about 8 customers' senior leaders, chosen by the CEO.\n- Meetings: two per year, both virtual, 90 minutes. 2027 dates: Wed Feb 10 at 11:00 a.m. ET and Wed Jun 9 at 11:00 a.m. ET.\n- Content: the product team shares plans under NDA; members give feedback on priorities.\n- Compensation: none. Members are not paid and receive no gifts. A short thank-you note after each meeting.\n- Product commitments: the company does not promise to build anything members suggest.\n- Reply requested by Dec 4. Contact for questions: Amara Ellis, customer marketing.\n- Grace Wu has been a Stonebridge contact for 4 years; Stonebridge ARR is $210,000 (do not mention).\n- An earlier invitation draft said \"your ideas will shape our roadmap\" (do not use).","rules":[{"type":"plainText"},{"type":"maxWords","max":140}],"mistakes":[{"title":"Roadmap promise","why":"The AI flatters with 'your ideas will shape our roadmap'.","fix":"Add: \"Make no promise that feedback will be built.\"","checks":["r1"]},{"title":"Missing logistics","why":"The AI invites her without dates or format.","fix":"Add: \"Give both dates, the 11:00 a.m. ET time, virtual, 90 minutes.\"","checks":["r0"]},{"title":"Mentioning the revenue","why":"The AI refers to the account size.","fix":"Add: \"Do not mention ARR or contract size.\"","checks":["r2"]},{"title":"Long invitation","why":"The AI writes a full program.","fix":"Add: \"Plain text, under 140 words.\"","checks":["r2","plainText","maxWords"]}],"promptHints":[{"label":"Gives logistics","patterns":["feb(ruary)? 10","jun(e)? 9","virtual","90"]},{"label":"No payment","patterns":["no payment","not paid","compensation"]},{"label":"Reply date","patterns":["dec(ember)? 4"]},{"label":"No promises","patterns":["no promise","roadmap","will be built"]},{"label":"Plain text and cap","patterns":["plain text","under 110 words"]}],"hint":"Give the two dates and format, the payment and reply facts, and rule out roadmap promises.","rubricLabels":["States the two meetings (Wed Feb 10 and Wed Jun 9, 2027, 11:00 a.m. ET, virtual, 90 minutes) and that members are not paid","Asks for a reply by Dec 4 and does not promise that feedback will become features, and does not use \"will shape our roadmap\"","Does not mention Stonebridge's ARR, is signed Hannah, and is plain text under 140 words"]}