{"id":"sales-consultant-retainer-recap-documented-only","audience":"consultants","category":"sales-work","technique":"grounding","track":"sales","level":"advanced","title":"Recap a retainer for renewal using only documented results","free":false,"task":"Write a renewal recap to the client, Ben Ashworth. Use exactly four plain-text lines starting Delivered:, Hours:, Results:, Next month:. Delivered lists only completed items. Hours shows the math and the overage at the same rate. Results must say what has been measured and must not claim any ROI. Under 90 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"RETAINER RECAP DATA - Ashworth Components (consultant: Priya Venkat), October\nContract: 40 hours per month at $140 per hour = $5,600. Hours over 40 are billed at the same rate.\nHours logged in October: 42.\nDeliverables: (1) pricing review of the top 20 products - completed Oct 9; (2) updated sales call script - completed Oct 21; (3) quarterly pipeline dashboard spec - completed Oct 30; (4) rep training deck - in progress, due Nov 12; (5) competitor price sheet - in progress, due Nov 20.\nMeasured results: none yet. The call script went live Oct 22; call outcomes are not tracked until the CRM field is added in November.\nClient comment in a call: \"The team feels more organized.\" (informal, not a measure)\nProposed renewal: same 40 hours per month at $140 for November.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Listing unfinished work","why":"The AI counts the training deck and price sheet as delivered.","fix":"Add: \"Delivered lists only completed items.\"","checks":["r0"]},{"title":"Inventing ROI","why":"The AI writes 'improved win rates' or a percent gain.","fix":"Add: \"Results: say what is measured; claim no ROI or improvement.\"","checks":["r2"]},{"title":"Missing overage math","why":"The AI says 'a little over' without the numbers.","fix":"Add: \"Hours: 42 of 40, overage 2 x $140 = $280.\"","checks":["r1"]},{"title":"Wrong layout or length","why":"The AI writes a polished multi-paragraph email.","fix":"Add: \"Four plain-text lines, under 90 words.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Names the four lines","patterns":["delivered:","hours:","results:","next month"]},{"label":"Completed only","patterns":["completed","in progress","only completed"]},{"label":"Shows overage math","patterns":["42","\\$?280","overage"]},{"label":"Bans ROI claims","patterns":["no roi","not claim","measured"]},{"label":"Plain text and cap","patterns":["plain text","under 90 words"]}],"hint":"Name the four lines, list only completed work, show the overage math and ban ROI claims.","rubricLabels":["Delivered lists only the three completed items (pricing review, call script, dashboard spec) and not the two in-progress items","Hours shows 42 of 40 hours with the overage math 2 x $140 = $280","Results says nothing has been measured yet (call outcomes are tracked from November), claims no ROI or improvement figures, and Next month proposes the same 40 hours at $140"]}