{"id":"sales-closed-won-handoff-promised-vs-said","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Hand off a won deal separating written promises from talk","free":false,"task":"Write a handoff note for the onboarding lead with exactly three plain-text headings on their own lines: In the contract, Said on calls (not in writing), Not promised. Under each, list items as lines starting with a dash. Put an item under In the contract only if the order form says it. Everything the rep said but is not in the order form goes under the second heading. Under 160 words.","materialLabel":"Order form excerpt and rep's call notes (attached to your prompt automatically)","material":"ORDER FORM (signed Nov 4 2026) - Customer: Delmar Wholesale\n- 25 user licenses, Business plan\n- Annual fee: $21,000\n- Standard onboarding: 2 live training sessions\n- Support: email, 1 business day response\n- Go-live target: Jan 15 2027 (target, not a commitment)\n\nREP NOTES (Bruno):\n- Told Delmar's COO we'd migrate their old data \"for free, shouldn't be a big deal.\" Not in the order form.\n- Said phone support might be possible in the first month. Nobody checked this.\n- Customer asked for an SSO integration; I said it's \"on the roadmap for Q1.\" Roadmap items are not commitments.\n- Customer asked about a custom report. I said \"we'll see.\"\n- COO said she expects go-live before the holidays. I said it'd be tight.\n\nThe onboarding lead is Aisha Raman. Do not decide for her whether to honor any verbal comment.","rules":[{"type":"plainText"},{"type":"maxWords","max":160}],"mistakes":[{"title":"Merging promises and talk","why":"The AI lists everything as commitments.","fix":"Add: \"Put an item under In the contract only if the order form says it.\"","checks":["r1"]},{"title":"Deciding for the lead","why":"The AI says \"we should honor the free migration.\"","fix":"Add: \"Do not recommend whether to honor verbal comments.\"","checks":["r2"]},{"title":"Wrong structure","why":"The AI writes a narrative with bold.","fix":"Add: \"Exactly three headings on their own lines, items start with a dash.\"","checks":["r0","plainText"]},{"title":"Too long","why":"The AI explains each item.","fix":"Add: \"Each item under 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Names the three headings","patterns":["in the contract","said on calls","not promised"]},{"label":"Defines the contract rule","patterns":["order form","only if"]},{"label":"Starts items with dashes","patterns":["dash","start(ing)? with -","list"]},{"label":"Avoids deciding","patterns":["don.t decide","not recommend","honor"]},{"label":"Limits length","patterns":["\\d+\\s*words","under \\d+"]}],"hint":"Define exactly what counts as in the contract and tell the AI not to rule on verbal comments.","rubricLabels":["Uses exactly the three headings In the contract, Said on calls (not in writing), Not promised, in that order","In the contract lists only 25 licenses, $21,000 annual fee, 2 training sessions, email support and the Jan 15 2027 target; the data migration, phone support and SSO do not appear under it","Data migration, phone support and SSO appear under the second heading or Not promised, and the note does not say whether Aisha should honor them"]}