{"id":"sales-champion-left-rescue-checklist","audience":"sales","category":"sales-work","technique":"constraints","track":"sales","level":"advanced","title":"Plan a rescue when your champion leaves mid-deal","free":false,"task":"Brian, your champion at Ridgeline Clinics, left on Oct 30. Today is Friday, Nov 6, 2026. Write a checklist of at most 5 lines, each in the form \"- [ ] Owner, Day Mon DD: action\" (for example \"Janet, Tue Nov 17: ...\"). Owners are only Sam (you), Janet or Lena. Nobody may contact Teodora Nash before she returns, and the first action must be dated no later than Tue Nov 10. Under 110 words, nothing before or after the list.","materialLabel":"Your notes (attached to your prompt automatically)","material":"DEAL NOTES - Ridgeline Clinics, new business, $58,000 ACV, target signature Fri Dec 11\nPeople:\n- Brian Aguilar - our champion, left for another company Oct 30. Said Teodora \"trusts Colm's technical read on anything\".\n- Teodora Nash - VP Operations, owns the budget. On medical leave, back Tue Nov 24. Asked not to be contacted until then.\n- Colm Reilly - IT manager. Neutral. Raised an open question about single sign-on (SSO) in the last demo; never got an answer.\n- Brian's replacement is not named yet.\nOur team: Sam Ortiz (AE, owner), Janet Wu (customer success, knows Colm from a pilot at another clinic), Lena Park (sales manager).\nOpen items: legal redlines pending since Oct 26. Our quote expires Mon Nov 30; extending a quote needs Lena's approval and she has not been asked.\nCompetitor: none named.","rules":[{"type":"maxBullets","max":5},{"type":"maxWords","max":110}],"mistakes":[{"title":"Contacting Teodora early","why":"The AI schedules an executive outreach to the budget owner right away.","fix":"Add: \"Nobody contacts Teodora before Nov 24.\"","checks":["r1"]},{"title":"Wrong line format","why":"The AI writes a narrative plan with bold headings.","fix":"Add: \"Each line: - [ ] Owner, Day Mon DD: action. At most 5 lines.\"","checks":["r0","maxBullets"]},{"title":"Ignoring the open SSO question","why":"The AI makes generic 'find a new champion' steps.","fix":"Add: \"Include a step that answers Colm's SSO question.\"","checks":["r2"]},{"title":"Assuming the quote is extended","why":"The AI says the quote will be extended.","fix":"Add: \"A step for Lena to decide on the Nov 30 expiry; do not assume an extension.\"","checks":["r2"]},{"title":"Too wordy","why":"The AI explains each step.","fix":"Add: \"Under 110 words, nothing before or after the list.\"","checks":["maxWords"]}],"promptHints":[{"label":"Fixes the line format","patterns":["- \\[ \\]","owner, day"]},{"label":"Limits owners","patterns":["only sam","sam, janet","owners"]},{"label":"Protects the leave","patterns":["teodora","before nov(ember)? 24","not contact"]},{"label":"Sets the first deadline","patterns":["nov(ember)? 10","first action"]},{"label":"Names the open issues","patterns":["sso","quote","nov(ember)? 30"]}],"hint":"Dictate the line format and owners, protect Teodora's leave, and name the open issues.","rubricLabels":["Every line follows \"- [ ] Owner, Day Mon DD: action\" with owners only Sam, Janet or Lena, at most 5 lines and nothing before or after the list","The first action is dated Nov 10 or earlier, and no line has anyone contacting Teodora Nash before Nov 24","One line gets Colm Reilly an answer on SSO, and one line has Lena deciding on the Nov 30 quote expiry or extension without claiming it was already extended"]}