{"id":"sales-champion-cfo-questions-faq-need-data","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"intermediate","title":"Prepare your champion for the CFO's questions with honest gaps","free":false,"task":"Write a Q&A for your champion Sofia to prepare for her CFO meeting. Write exactly 4 pairs: \"Q: ...\" then \"A: ...\" on the next line, each answer under 25 words. Answer only from the notes. If the notes don't answer a question, the answer is \"Need data: \" followed by who can get it. Plain text, no claims about savings that aren't in the notes.","materialLabel":"Deal facts (attached to your prompt automatically)","material":"Product: Ordercraft, order-management software. Customer: Hartwell Plumbing Supply. Champion: Sofia Marin, operations director. CFO: Wendell Cho.\n\nFacts:\n- Price: $36,000 per year, 12-month term, billed annually. Implementation fee: $4,500 one time.\n- Go-live: typically 6 weeks after signature; Hartwell's target is Jan 11.\n- Integrates with their accounting system (QuickBooks) via a standard connector.\n- Hartwell's own estimate (from Sofia): 20 hours a week of order entry could be reduced; she has not validated how many hours will be saved.\n- Data: hosted in US regions. A data-processing agreement is available on request.\n- Not known: the cost of staff training time, what happens if Hartwell wants to cancel mid-term (contract terms, which only Legal can explain), and a third-party customer reference.\n\nCFO questions Sofia expects: (1) total first-year cost, (2) when it goes live, (3) how much it saves, (4) what happens if we cancel.","rules":[{"type":"plainText"},{"type":"maxWords","max":160}],"mistakes":[{"title":"Stating savings as fact","why":"The AI says 'saves 20 hours a week'.","fix":"Add: \"If the notes don't answer, write Need data: and who can get it.\"","checks":["r2"]},{"title":"Explaining contract terms","why":"The AI invents a cancellation policy.","fix":"Add: \"Contract terms go to Legal; write Need data: Legal.\"","checks":["r2"]},{"title":"Cost without the fee","why":"The AI gives only $36,000.","fix":"Add: \"First-year cost includes the one-time implementation fee.\"","checks":["r1"]},{"title":"Long answers","why":"The AI writes paragraphs.","fix":"Add: \"Exactly 4 pairs, each answer under 25 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Sets the Q/A format","patterns":["q:","a:"]},{"label":"Orders the four questions","patterns":["cost","live","saves","cancel"]},{"label":"Defines Need data","patterns":["need data"]},{"label":"Restricts to the notes","patterns":["only from the notes","don.t claim","no claims"]},{"label":"Limits answer length","patterns":["under 25","\\d+\\s*words"]}],"hint":"Give the Q/A format, the four questions in order and what to write when the notes are silent.","rubricLabels":["Has exactly 4 Q:/A: pairs in the order total first-year cost, go-live, savings, cancellation","The cost answer is $36,000 plus the one-time $4,500 implementation fee ($40,500) and the go-live answer is about 6 weeks after signature with Hartwell's Jan 11 target","The savings and cancellation answers begin with Need data: and name who can get it (for example Sofia to validate the hours, Legal for contract terms), without stating a savings figure as fact"]}