{"id":"sales-cs-welcome-email-first-week-three-dated-bullets","audience":"customer-success","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Write a welcome email with a dated first-week plan","free":false,"task":"Write a welcome email from Kenji to the new customer, Marisol Vega. Plain text, under 110 words. After a one-sentence welcome, give exactly 3 bullets in the form \"- Day Mon DD, time ET: what happens\", in date order, then one sentence about what Marisol must send by Fri Nov 13. Sign off \"Kenji\". Use only the plan below.","materialLabel":"Your notes (attached to your prompt automatically)","material":"ONBOARDING PLAN - Pinecrest Veterinary (signed Nov 5). Customer lead: Marisol Vega, Practice Manager. CS owner: Kenji Mori.\nWeek of Nov 16:\n- Kickoff call: Mon Nov 16, 10:00 a.m. ET, 45 minutes, video link to follow from calendar invite.\n- Data import: Wed Nov 18, 2:00 p.m. ET. Kenji's team imports the client list. Needs the export file in advance.\n- Admin training: Fri Nov 20, 11:00 a.m. ET, 60 minutes, for up to 4 staff.\nCustomer homework: send the client-list export (CSV from their old system) and the list of staff users (name and email) by Fri Nov 13. Without the export the Nov 18 import moves to the following week.\nNotes: first invoice is issued Dec 1 (not relevant to this email). Support is open weekdays 8 a.m. to 6 p.m. ET.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Unstructured plan","why":"The AI writes the schedule in a paragraph.","fix":"Add: \"Exactly 3 bullets like: - Mon Nov 16, 10:00 a.m. ET: kickoff.\"","checks":["r0"]},{"title":"Missing the homework","why":"The AI forgets the Nov 13 deadline or the consequence.","fix":"Add: \"End with what Marisol must send by Fri Nov 13 and what happens if the export is late.\"","checks":["r1"]},{"title":"Adding irrelevant details","why":"The AI mentions the Dec 1 invoice or support hours.","fix":"Add: \"Use only the first-week plan; leave out invoices.\"","checks":["r2"]},{"title":"Long, formatted email","why":"The AI adds bold headings and a long intro.","fix":"Add: \"Plain text, under 110 words, signed Kenji.\"","checks":["r2","plainText","maxWords"]}],"promptHints":[{"label":"Bullet format","patterns":["- day mon dd","exactly 3 bullets","3 bullets"]},{"label":"Date order","patterns":["date order"]},{"label":"Homework","patterns":["nov(ember)? 13","export","user list"]},{"label":"Consequence","patterns":["moves","following week","late"]},{"label":"Plain text and sign-off","patterns":["plain text","kenji"]}],"hint":"Dictate the bullet format and date order, then the homework and what happens if it's late.","rubricLabels":["Has a one-sentence welcome, then exactly 3 bullets in the form \"- Day Mon DD, time ET: what happens\" in date order (Mon Nov 16 10:00 a.m., Wed Nov 18 2:00 p.m., Fri Nov 20 11:00 a.m.)","States that Marisol must send the client-list export and the staff user list by Fri Nov 13, and that without the export the Nov 18 import moves to the following week","Is plain text signed Kenji, does not mention the invoice, and stays under 110 words"]}