{"id":"sales-cs-health-check-call-opener-three-beats","audience":"customer-success","category":"sales-work","technique":"audience","track":"sales","level":"beginner","title":"Script a health-check call opener that skips renewal talk","free":false,"task":"Write a spoken opener for a CS health-check call with Jun Park of Orchard Row. Use exactly three plain-text lines labeled Open:, Value:, Ask:. Value cites one usage fact from the data. Ask is one open question about their goals. Do not mention renewal, pricing or the contract. Each line under 25 words. Under 75 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"ACCOUNT DATA - Orchard Row Catering (customer for 11 months)\n- Contact: Jun Park, owner.\n- Usage last 30 days: 214 orders processed through the platform (up from 163 the month before).\n- Feature not used yet: the delivery-route planner.\n- Goal at kickoff: stop double-booking events.\n- Contract renews in 30 days (internal planning only).\n- Support tickets in the last 90 days: 1, closed in 2 days.\n- Internal CS note: \"Jun is a bit of a flight risk.\" (opinion, not data)\n- CS owner on the call: Imani Cole.","rules":[{"type":"plainText"},{"type":"maxWords","max":75}],"mistakes":[{"title":"Mentioning renewal","why":"The AI weaves in the upcoming renewal to 'check in'.","fix":"Add: \"Do not mention renewal, pricing or the contract.\"","checks":["r2"]},{"title":"Using the opinion","why":"The AI hints that Jun might leave.","fix":"Add: \"Use data only; ignore internal opinions.\"","checks":["r1"]},{"title":"Closed ask","why":"The AI asks 'Are you happy with the product?'.","fix":"Add: \"Ask one open question about their goals.\"","checks":["r2"]},{"title":"Wrong structure","why":"The AI writes a long monologue.","fix":"Add: \"Exactly three plain-text lines labeled Open:, Value:, Ask:, each under 25 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Names the three labels","patterns":["open:","value:","ask:"]},{"label":"Cites a fact","patterns":["usage fact","214","data"]},{"label":"Open question","patterns":["open question","goals"]},{"label":"Bans renewal talk","patterns":["renewal","pricing","contract"]},{"label":"Caps","patterns":["under 25 words","under 75 words"]}],"hint":"Name the three lines, ask for one usage fact and one open question, and ban renewal talk.","rubricLabels":["Has exactly three lines labeled Open:, Value:, Ask: in that order, each under 25 words","Value cites a usage fact from the data, such as 214 orders in the last 30 days (up from 163), and does not use the flight-risk opinion","Ask is one open question about Jun's goals (for example double-booking), and nothing mentions renewal, pricing or the contract"]}