{"id":"sales-champion-recap-three-bullets-to-forward","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"beginner","title":"Write a three-bullet recap your champion can forward as-is","free":false,"task":"Write a recap your champion can forward to her boss. Line 1 must be exactly \"Subject: Recap: what we covered\". Start with \"Hi Rhea,\". Plain text under 80 words. Give exactly 3 dash bullets (what we heard, what we showed, next step with a date), written so they make sense to someone who wasn't on the call. No internal notes, no price and no discount. Sign off \"Jordan\".","materialLabel":"Call notes (attached to your prompt automatically)","material":"Call: Nov 4 2026, Jordan (AE) with Rhea Banerjee (operations lead, Alderwood Manufacturing). Rhea's boss is the COO, who was not on the call.\n\nHeard: inspection records are on paper and 6 audit findings last year came from missing records (Rhea's words).\nShown: tablet inspection app with automatic audit reports.\nNext step: pilot at one plant starting Nov 30; Jordan sends the pilot plan by Fri Nov 13.\n\nInternal (do not include): Jordan thinks Rhea is 'the real decision maker'; price quoted $44,500; Jordan can go 10% lower.\nRhea wants a recap she can forward without explanation.","rules":[{"type":"maxWords","max":80},{"type":"plainText"}],"mistakes":[{"title":"Leaking internal notes","why":"The AI mentions price or discount room.","fix":"Add: \"No internal notes, price or discount.\"","checks":["r2"]},{"title":"Bullets that need context","why":"The AI uses 'as discussed'.","fix":"Add: \"Bullets must make sense to someone who wasn't on the call.\"","checks":["r1"]},{"title":"Missing the next-step date","why":"The AI says 'soon'.","fix":"Add: \"Next step with a date.\"","checks":["r1"]},{"title":"Wrong subject or length","why":"The AI writes a long recap.","fix":"Add: \"Exact subject; exactly three bullets; under 80 words.\"","checks":["r0","maxWords","plainText"]}],"promptHints":[{"label":"Sets subject and opener","patterns":["subject: recap","hi rhea"]},{"label":"Fixes three bullets","patterns":["3 (dash )?bullets","three","exactly 3"]},{"label":"Covers heard, shown, next step","patterns":["heard","shown","next step"]},{"label":"Makes bullets self-contained","patterns":["wasn.t on the call","forward"]},{"label":"Bans internal notes","patterns":["internal","price","discount"]}],"hint":"Give the exact subject and opener, the three bullets and the self-contained, no-internal-notes rules.","rubricLabels":["Line 1 is exactly \"Subject: Recap: what we covered\" and the body starts with \"Hi Rhea,\" with exactly three dash bullets","The bullets cover the 6 audit findings from missing paper records, the tablet inspection app with automatic audit reports, and the pilot at one plant starting Nov 30 with the plan sent by Fri Nov 13","Contains no price, discount or internal opinions, and signs off Jordan"]}