{"id":"sales-demo-debrief-three-risks-with-quotes","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Pull three deal risks from a demo with conflicting statements","free":false,"task":"Debrief the demo for your team. Write exactly 3 numbered risks in the form \"1. Risk - Speaker: \\\"quote of 10 words or fewer, copied exactly\\\" - Next step\". Cover the budget, the approval, and the product fit. Treat conflicting statements as a risk, and do not state that budget is confirmed. Under 120 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"DEMO TRANSCRIPT EXCERPTS - Calder Logistics, Nov 5. Proposal on the table: Standard plan, $68,000 per year.\nPriya Shah (our champion, Ops Manager): \"Lena signs everything, so once she's in, we're done.\"\nLena Wu (CFO), early in the call: \"Budget isn't an issue for something that saves my team time.\"\nLena Wu, near the end: \"I'd have to check whether we can fit it in before the second quarter.\"\nLena Wu: \"Our board approves anything over 50k, so that goes on their December agenda.\"\nOmar Hale (IT lead): \"We need single sign-on from day one, it's a hard requirement.\"\nPriya Shah: \"Omar will be fine, I'm sure it's included.\"\n\nPRICE SHEET: Single sign-on (SSO) is included in the Business plan only. The Standard plan does not include SSO. Business plan for this customer would be $91,000 per year.","rules":[{"type":"numberedItems","count":3},{"type":"maxWords","max":120}],"mistakes":[{"title":"Calling budget confirmed","why":"The AI believes 'budget isn't an issue'.","fix":"Add: \"Conflicting statements are a risk; do not state budget is confirmed.\"","checks":["r1"]},{"title":"Trusting the champion","why":"The AI repeats Priya's 'Lena signs everything' and 'it's included'.","fix":"Add: \"Check the champion's claims against what others said and the price sheet.\"","checks":["r1"]},{"title":"Paraphrased quotes","why":"The AI rewrites what people said.","fix":"Add: \"Quote 10 words or fewer, copied exactly, with the speaker's name.\"","checks":["r0"]},{"title":"No next steps","why":"The AI lists risks only.","fix":"Add: \"End each risk with a concrete next step.\"","checks":["r2"]},{"title":"Wrong count or length","why":"The AI writes six risks.","fix":"Add: \"Exactly 3 numbered risks, under 120 words.\"","checks":["numberedItems","maxWords"]}],"promptHints":[{"label":"Fixes the count","patterns":["exactly 3","3 numbered"]},{"label":"Covers three topics","patterns":["budget","approval","fit|sso"]},{"label":"Quotes exactly","patterns":["copied exactly","quote","speaker"]},{"label":"Handles conflicts","patterns":["conflict","do not state","not confirmed"]},{"label":"Next step","patterns":["next step","concrete"]}],"hint":"Fix the count, name the three topics, require exact quotes with speakers, and a next step.","rubricLabels":["Has exactly 3 numbered risks covering budget, approval and product fit, each with a speaker and a quote of 10 words or fewer copied exactly from the material","The budget risk uses Lena's two conflicting statements and does not say budget is confirmed; the approval risk uses the board approving anything over 50k (so Lena does not sign alone); the fit risk is SSO required but only in the Business plan","Each risk ends with a concrete next step"]}