{"id":"sales-consultant-case-study-outline-client-approval","audience":"consultants","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Outline a case study and mark unapproved details as pending","free":false,"task":"Outline a case study in plain text with exactly 5 headings on their own lines: Client, Challenge, Approach, Results, Quote. Under each, write one line. Use only approved facts from the notes; for anything marked unapproved or missing, write \"Pending client approval\". Refer to the client as \"a regional distributor\" because the name is not approved. Under 100 words.","materialLabel":"Engagement facts and approvals (attached to your prompt automatically)","material":"Engagement: Ravi Menon (operations consultant) for Halden Wholesale, Mar to Jun 2026.\n\nApproval log (client signed off Oct 30):\n- Client name: NOT approved (call them \"a regional distributor\").\n- Challenge: orders were processed manually across 3 warehouses; approved to describe as \"manual order processing across three warehouses.\"\n- Approach: workflow mapping, a ranked list of fixes, and a 60-day implementation plan. Approved.\n- Results: approved to say \"order processing time reduced by about a third.\" Not approved: dollar savings ($180K annual) and error-rate figures.\n- Quote: the COO said by email \"Ravi cut through the noise.\" This is not approved for publication.\n\nIndustry: wholesale distribution. Employees: ~140 (approved).\n\nNote: Ravi believes the quote will be approved next week; do not assume.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Naming the client or using dollar savings","why":"The AI writes Halden Wholesale and $180K.","fix":"Add: \"Use only approved facts; client is a regional distributor.\"","checks":["r1"]},{"title":"Using the unapproved quote","why":"The AI quotes the COO's email.","fix":"Add: \"Quote: Pending client approval.\"","checks":["r2"]},{"title":"Wrong headings","why":"The AI adds extra sections.","fix":"Add: \"Exactly 5 headings on their own lines.\"","checks":["r0"]},{"title":"Long outline","why":"The AI writes paragraphs per section.","fix":"Add: \"One line under each heading, plain text, under 100 words.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Names the five headings","patterns":["client","challenge","approach","results","quote"]},{"label":"Handles unapproved items","patterns":["pending client approval"]},{"label":"Keeps the client anonymous","patterns":["regional distributor","don.t name"]},{"label":"Limits to approved facts","patterns":["approved"]},{"label":"Plain text with limits","patterns":["plain text","one line","under 100"]}],"hint":"Name the five headings and the exact phrase for unapproved items.","rubricLabels":["Has exactly five headings on their own lines (Client, Challenge, Approach, Results, Quote), each followed by one line, and refers to the client as a regional distributor","Challenge, Approach and Results use only approved wording (manual order processing across three warehouses; workflow mapping, ranked fixes and a 60-day plan; processing time reduced by about a third), with no $180K and no error rates","Quote says Pending client approval and the email quote is not used"]}