{"id":"sales-cs-success-plan-goals-measurable-table","audience":"customer-success","category":"sales-work","technique":"constraints","track":"sales","level":"intermediate","title":"Make a customer's goals measurable, or say what's missing","free":false,"task":"Turn the customer's three goals into a table with columns Goal, Baseline, Target, Date. Use only the kickoff notes. If a baseline is not in the notes write \"Unknown - measure first\"; if a target or date was not agreed write \"Not agreed\". Dates must be ISO (YYYY-MM-DD). Output only the table, under 100 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"KICKOFF NOTES - Ferndale Orthodontics (CS owner: Ines Duarte), Nov 2\nGoals the practice manager, Mo Haddad, mentioned:\n1. \"Cut the time it takes to onboard a new patient. It's about 21 days from first call to first appointment today. We'd like 14 days by the end of March.\"\n2. \"Get patients happier with our support.\" Mo said they don't measure patient satisfaction at all right now and hasn't picked a target or a date.\n3. \"Get more of the team using the system. Right now 38 of our 120 staff log in. Let's say by the end of June.\" Mo did not give a target number.\n\nOther notes: the practice has 6 locations. The renewal is Aug 15, 2027. Ines proposed a 30-day check-in; Mo said \"sure\".","rules":[{"type":"maxWords","max":100}],"mistakes":[{"title":"Inventing targets","why":"The AI proposes '90 of 120 users' or 'NPS 50'.","fix":"Add: \"If a target or date was not agreed write Not agreed.\"","checks":["r1","r2"]},{"title":"Inventing a baseline","why":"The AI guesses a satisfaction score.","fix":"Add: \"If a baseline is not in the notes write Unknown - measure first.\"","checks":["r1"]},{"title":"Date format","why":"The AI writes 'end of March' or March 31.","fix":"Add: \"Dates are ISO YYYY-MM-DD, assuming 2027 for the stated months.\"","checks":["r1"]},{"title":"Wrong columns or extras","why":"The AI adds a recommendations section.","fix":"Add: \"Columns Goal, Baseline, Target, Date; table only, under 100 words.\"","checks":["r0","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["goal","baseline","target","date"]},{"label":"Sets fallback wording","patterns":["unknown - measure first","not agreed"]},{"label":"Uses ISO dates","patterns":["iso","yyyy-mm-dd"]},{"label":"Notes only","patterns":["only the (kickoff )?notes","use only"]},{"label":"Table only","patterns":["table only","only the table"]}],"hint":"Name the columns, give the exact wording for missing values, and ask for ISO dates.","rubricLabels":["The table has columns Goal, Baseline, Target, Date and exactly three rows","Row 1 is 21 days baseline, 14 days target, 2027-03-31; row 2 has Unknown - measure first, Not agreed, Not agreed","Row 3 has baseline 38 of 120 users, target Not agreed, and date 2027-06-30; no target number or date is invented anywhere"]}