{"id":"sales-consultant-sow-field-template","audience":"consultants","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Fill a 5-field scope summary from messy kickoff notes","free":false,"task":"Fill in a scope summary using exactly these five labeled lines, in this order: Deliverable, Out of scope, Client provides, Fee, Payment terms. Plain text, one line per field, under 120 words. Use only what the notes confirm; if a field was only discussed and not agreed, write \"Not agreed: \" and the open point. Do not invent dates or amounts.","materialLabel":"Kickoff call notes (attached to your prompt automatically)","material":"Consultant: Idris Bello (operations consulting). Client: Fenwick Tile & Stone, owner Mara Fenwick.\n\nNotes from Nov 3 call:\n- Mara wants a written review of how orders move from quote to delivery and 5 specific fixes. Idris agreed to deliver a 10-page report. \n- Idris said he would not redesign their website or choose new software; Mara said that's fine.\n- Mara will give access to their order spreadsheet and arrange two 45-minute interviews with warehouse staff. She confirmed.\n- Fee: Idris proposed $6,500 flat. Mara said \"sounds about right\" but wants to check with her husband. Not confirmed.\n- Payment: Idris wants 50% upfront. Mara didn't respond to that.\n- Timeline: \"maybe six weeks\" - Mara hopes January.\n\nIdris will send the formal scope Friday.","rules":[{"type":"plainText"},{"type":"maxWords","max":120}],"mistakes":[{"title":"Treating proposals as agreed","why":"The AI writes the $6,500 fee and 50% upfront as settled.","fix":"Add: \"If it was only discussed, write Not agreed: and the open point.\"","checks":["r1"]},{"title":"Missing the exclusions","why":"The AI lists deliverables but forgets what's out of scope.","fix":"Add: \"Out of scope must list what Idris said he would not do.\"","checks":["r2"]},{"title":"Wrong structure","why":"The AI adds paragraphs, a timeline section and headings.","fix":"Add: \"Exactly these five labeled lines in this order.\"","checks":["r0","plainText"]},{"title":"Trusting the AI to count words","why":"AI runs long on summaries.","fix":"Add: \"Each line under 22 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the five labels","patterns":["deliverable","out of scope","client provides","fee","payment terms"]},{"label":"Handles unagreed items","patterns":["not agreed","open point","only discussed"]},{"label":"Stays inside the notes","patterns":["only what","don.t invent","notes confirm"]},{"label":"Plain text","patterns":["plain text","one line per field"]},{"label":"Limits length","patterns":["\\d+\\s*words","under \\d+"]}],"hint":"List the exact labels and say what to write when something was discussed but not agreed.","rubricLabels":["Has exactly five lines starting Deliverable:, Out of scope:, Client provides:, Fee:, Payment terms: in that order","Fee and Payment terms both start with or contain \"Not agreed\" because neither was confirmed, and the Fee line mentions $6,500 as the proposal","Deliverable says a 10-page written report with 5 fixes, Out of scope names the website redesign and software selection, and no timeline date is invented"]}