{"id":"sales-champion-forwardable-summary","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"intermediate","title":"Write a forwardable summary your champion can send to her CFO","free":false,"task":"Write an email summary your champion Rhea can forward to her CFO as-is. It has 4 plain-text lines labeled Why now:, What we get:, Cost:, Decision needed:. Write it in Rhea's voice (first person, \"we\"), no sales language, and no mention of discounts being negotiable. Use the final quote total, not the earlier one. Under 100 words.","materialLabel":"Deal notes and quote history (attached to your prompt automatically)","material":"Customer: Alderwood Manufacturing. Champion: Rhea Banerjee, plant operations manager. CFO: Victor Lang.\n\nProblem (from Rhea): machines are inspected on paper checklists; 6 audit findings last year came from missing records.\nSolution: inspection app for tablets, 3 plants.\nDeliverables: 3 plants live, 60 inspectors trained, audit reports exported automatically.\n\nQuotes:\n- Oct 15 quote: $52,000/year.\n- Nov 2 final quote after removing the optional analytics module: $44,500/year, 12-month term, signed order needed by Nov 30 to go live before January audits.\n\nInternal note: rep Omar can go to 10% off if Victor asks; keep that out of customer-facing text. Rhea said she wants to present this as a compliance fix, not a software purchase.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Using the first quote","why":"The AI uses $52,000 from Oct 15.","fix":"Add: \"Use the final quote of Nov 2.\"","checks":["r1"]},{"title":"Leaking the discount","why":"The AI adds 'there may be room to negotiate'.","fix":"Add: \"Do not mention discounts or negotiation.\"","checks":["r1"]},{"title":"Sales voice","why":"The AI writes 'we're excited to partner'.","fix":"Add: \"Rhea's voice, plain business language, no sales language.\"","checks":["r0"]},{"title":"Format and length","why":"The AI adds headings and bold.","fix":"Add: \"Four plain-text lines, under 100 words.\"","checks":["plainText","maxWords","r2"]}],"promptHints":[{"label":"Lists the four labels","patterns":["why now","what we get","cost:","decision needed"]},{"label":"Sets the voice","patterns":["rhea","first person","we"]},{"label":"Uses the final quote","patterns":["final","nov(ember)? 2","44,500"]},{"label":"Bans discount talk","patterns":["discount","negotiat"]},{"label":"Limits length","patterns":["\\d+\\s*words","under \\d+"]}],"hint":"Say whose voice it is, which price is final and what must stay out.","rubricLabels":["Has exactly 4 lines starting Why now:, What we get:, Cost: and Decision needed: in that order, written in first person plural","Cost states $44,500 per year for 12 months (not $52,000), and does not mention a discount or negotiation","Why now cites the 6 audit findings from missing records, and Decision needed asks for approval by Nov 30 so it can go live before the January audits"]}