{"id":"sales-champion-job-change-congrats-note","audience":"sales","category":"sales-work","technique":"tone","track":"sales","level":"beginner","title":"Write a congratulations note when a champion changes companies","free":false,"task":"Your former champion Ilse Ward just started at a new company. Write a note in plain text under 70 words, starting \"Hi Ilse,\". Congratulate her, mention one specific thing from working together, and say you'd be glad to help at her new company if useful. Do not pitch a product, ask for a meeting, or mention that her old company's renewal is open. Sign off \"Cal\". Make the first sentence under 12 words.","materialLabel":"Relationship notes (attached to your prompt automatically)","material":"Ilse Ward: was operations manager at Tamarack Foods (customer since 2024) and our main champion. Announced on LinkedIn Nov 3 2026 that she started as Director of Operations at Brightwater Beverages.\n\nRelationship history:\n- She led the 2025 rollout of our scheduling tool across 3 plants and presented it at our customer day in May 2025.\n- She once stayed late to help us troubleshoot a data import (Cal remembers).\n- Tamarack Foods' renewal is due Mar 2027; the new owner there is not yet known.\n\nBrightwater Beverages: not a customer, not in our CRM, ~400 employees.\nSender: Cal Dunne, account executive.\nTone: warm, short, genuine; Ilse dislikes salesy notes.","rules":[{"type":"maxWords","max":70},{"type":"plainText"}],"mistakes":[{"title":"Pitching immediately","why":"The AI suggests our product for Brightwater.","fix":"Add: \"No pitch and no meeting request.\"","checks":["r2"]},{"title":"Mentioning the renewal","why":"The AI asks about who handles Tamarack now.","fix":"Add: \"Don't mention the old company's renewal.\"","checks":["r2"]},{"title":"Generic congratulations","why":"The AI writes 'wishing you all the best'.","fix":"Add: \"Mention one specific thing from working together.\"","checks":["r1"]},{"title":"Long note","why":"The AI writes a long note.","fix":"Add: \"Plain text under 70 words.\"","checks":["r0","maxWords","plainText"]}],"promptHints":[{"label":"Sets the opener and sign-off","patterns":["hi ilse","cal"]},{"label":"Asks for a specific memory","patterns":["specific","one thing","working together"]},{"label":"Offers help without pitching","patterns":["no pitch","don.t pitch","glad to help"]},{"label":"Bans the renewal topic","patterns":["renewal","tamarack"]},{"label":"Limits length","patterns":["under \\d+","\\d+\\s*words"]}],"hint":"Give the opener and sign-off, ask for one specific memory and ban pitching.","rubricLabels":["Starts with \"Hi Ilse,\", congratulates her on the Director of Operations role at Brightwater Beverages, and signs off \"Cal\", and the first sentence is under 12 words","Mentions one specific shared memory (the 2025 three-plant rollout, the customer day talk or the late-night import troubleshooting)","Offers help at her new company generally, with no product pitch, no meeting request and no mention of the Tamarack renewal"]}