{"id":"sales-demo-agenda-cfo-leaves-early","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Plan a 30-minute demo agenda around a CFO who leaves early","free":false,"task":"You're running a 30-minute demo for Northgate Schools' business office. The CFO, Paula Brandt, can only stay for the first 10 minutes and cares about cost. Write exactly 5 numbered agenda items with minutes in brackets that add up to 30, put the cost item inside the first 10 minutes, and end with next steps. Under 90 words. Plain text, and start each item with a verb.","materialLabel":"Your demo planning notes (attached to your prompt automatically)","material":"Demo: Northgate Unified School District, business office, Thursday 1:00-1:30\nAttendees:\n- Paula Brandt, CFO - \"I have a board prep at 1:10, I'll drop off.\" Her question by email: what will this cost vs. our current paper process?\n- Henry Liu, Purchasing Manager - wants to see the approval workflow and PO matching\n- Gina Salas, AP Clerk - would use it daily, worried about learning curve\n\nWhat we show: purchase requests, approval routing, PO-to-invoice matching, budget dashboards.\nCost comparison we prepared: paper process costs about $14 per PO (staff time, from their own audit); our system is $4.10 per PO at their volume.\n\nOther things I could cover: our company history, a customer story from Ridgeway Schools, our mobile app, the security overview.\nI usually start with intros and company history (5 min).","rules":[{"type":"numberedItems","count":5},{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Not fixing the shape","why":"The AI picks its own structure: headings, extra bullets and more items than you need.","fix":"Give the shape: \"Exactly 5 numbered lines: each with minutes in brackets.\"","checks":["numberedItems"]},{"title":"Following your usual order","why":"The AI puts intros and company history first, so cost lands after the CFO has left.","fix":"Add: \"Paula leaves at minute 10. Cover cost within the first 10 minutes.\"","checks":["r1"]},{"title":"Minutes that don't add up","why":"The AI estimates times loosely, often totaling 35 or 45 minutes.","fix":"Add: \"Minutes in brackets must add up to exactly 30.\"","checks":["r0"]},{"title":"No clear close","why":"The AI ends with Q&A or a wrap-up and no next step.","fix":"Add: \"The last item is next steps.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long when you only give a total like 90 words.","fix":"Cap each part instead, like \"each item under 12 words,\" so the total lands well under 90.","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Sets 5 items","patterns":["\\b(5|five)\\b.{0,20}(items|numbered|steps)"]},{"label":"Gives the timing rule","patterns":["add up to 30","total(s|ing)? 30","30 min"]},{"label":"Puts cost early","patterns":["first 10","cost (first|early)","paula","cfo"]},{"label":"Ends with next steps","patterns":["end(s)? with next steps","last.{0,20}next steps"]},{"label":"Sets a size","patterns":["\\d+\\s*words","under \\d+","short","\\d+\\s*(sentences|lines)"]}],"hint":"An agenda is built around who's in the room and when. Tell the AI when the CFO leaves, what she cares about and that the minutes must add to 30.","rubricLabels":["The minutes in brackets across the 5 items add up to exactly 30","An item about cost (the $14 vs $4.10 per PO comparison or Paula's cost question) is scheduled to finish within the first 10 minutes","The last item is next steps, and every item starts with a verb"]}