{"id":"sales-cs-cancellation-reasons-csv-picklist","audience":"customer-success","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Tag cancellation notes with a fixed reason picklist","free":false,"task":"Tag each cancellation note with exactly one category from this list: Price, Product gap, Champion left, Competitor, Business closed, Other. Output CSV in one code block with header account,category,evidence where evidence is a phrase of 8 words or fewer copied exactly from the note. If a note says they switched to a named competitor, use Competitor. Keep the input order. Outside the block write at most one line of 10 words or fewer.","materialLabel":"Your notes (attached to your prompt automatically)","material":"CANCELLATION NOTES (Q3, entered by CS)\n1. Alder Dental: \"Our champion left in August; nobody replaced her.\"\n2. Birch Cafe: \"The shop closed permanently on Oct 31.\"\n3. Cobalt HVAC: \"We switched to CallPilot; it integrates with accounting.\"\n4. Dune Studio: \"Too expensive for a four-person team.\"\n5. Eden Clinic: \"We needed offline mode and you lack it.\"\n6. Fig Bakery: \"Not sure, the owner said cancel.\"\n\nCATEGORY NOTES: Business closed means the whole business closed. Product gap means a missing feature was the stated reason.","rules":[{"type":"codeBlocks","count":1},{"type":"maxProseWords","max":10}],"mistakes":[{"title":"Tagging the switch as a feature","why":"The AI labels Cobalt as Product gap because of the integration.","fix":"Add: \"If they switched to a named competitor, the category is Competitor.\"","checks":["r1"]},{"title":"Paraphrasing evidence","why":"The AI rewrites the reason in its own words.","fix":"Add: \"Evidence is copied exactly from the note, 8 words or fewer.\"","checks":["r2"]},{"title":"Inventing categories","why":"The AI writes 'Staffing' or 'Budget'.","fix":"Add: \"Use only: Price, Product gap, Champion left, Competitor, Business closed, Other.\"","checks":["r1","r2"]},{"title":"Header or extra prose","why":"The AI changes the header and adds a summary.","fix":"Add: \"Header exactly account,category,evidence; one code block; at most one line outside.\"","checks":["r0","codeBlocks","maxProseWords"]}],"promptHints":[{"label":"Gives the header","patterns":["account,category,evidence","header"]},{"label":"Lists the picklist","patterns":["price, product gap","picklist","only:"]},{"label":"Competitor rule","patterns":["named competitor","switched"]},{"label":"Exact evidence","patterns":["copied exactly","verbatim","8 words"]},{"label":"One code block","patterns":["code block","csv"]}],"hint":"Give the header, the allowed categories, the competitor rule, and say evidence is copied exactly.","rubricLabels":["The code block has the exact header account,category,evidence and six rows in input order","Categories are Alder Champion left, Birch Business closed, Cobalt Competitor, Dune Price, Eden Product gap, Fig Other","Each evidence phrase is 8 words or fewer and copied exactly from its note, and every category is from the list"]}