{"id":"sales-demo-follow-up-links-placeholders-email","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Send demo follow-up links using placeholders and three recap bullets","free":false,"task":"Write a follow-up email after a demo. Line 1 must be exactly \"Subject: Recording and next steps\". Start with \"Hi Marta,\". Plain text under 80 words. Give the recording and slides using the placeholders [recording link] and [slides link], recap exactly 3 things she asked about as dash bullets (only from the notes), and name the next step with a date. Don't add features she didn't ask about. Sign off \"Jules\".","materialLabel":"Demo notes (attached to your prompt automatically)","material":"Demo on Thu Nov 5 2026, 40 minutes. Rep: Jules. Attendee: Marta Novak, controller at Lakeshore Foods, plus two colleagues.\n\nMarta asked about: (1) whether bank feeds can import statements automatically, (2) how approval rules work for invoices over $5,000, (3) how long month-end reconciliation takes in the tool.\nNot asked about (do not mention): the budgeting module, the mobile app, API access.\nNext step: Jules to send the security questionnaire answers by Wed Nov 11; Marta to share the invoice approval policy by Fri Nov 13.\nLinks: recording and slides are available (use placeholders [recording link] and [slides link]).\nPrice and discounts: not discussed.","rules":[{"type":"maxWords","max":80},{"type":"plainText"}],"mistakes":[{"title":"Adding unasked features","why":"The AI adds the budgeting module.","fix":"Add: \"Only what she asked about.\"","checks":["r1"]},{"title":"Real-looking links","why":"The AI invents URLs.","fix":"Add: \"Use the placeholders exactly.\"","checks":["r0"]},{"title":"Missing dates","why":"The AI says 'soon'.","fix":"Add: \"Next steps with dates.\"","checks":["r2"]},{"title":"Long email","why":"The AI writes a long recap.","fix":"Add: \"Plain text under 80 words.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Sets subject and opener","patterns":["subject: recording","hi marta"]},{"label":"Uses placeholders","patterns":["\\[recording link\\]","\\[slides link\\]"]},{"label":"Fixes three recap bullets","patterns":["3 (dash )?bullets","three","exactly 3"]},{"label":"States dated next steps","patterns":["nov(ember)? 11","nov(ember)? 13"]},{"label":"Bans extras","patterns":["didn.t ask","price","discount"]}],"hint":"Give the exact subject and opener, the placeholders, three bullets and the dated next steps.","rubricLabels":["Line 1 is exactly \"Subject: Recording and next steps\" and the body starts with \"Hi Marta,\" and includes the placeholders [recording link] and [slides link]","Has exactly three dash bullets covering bank feed imports, approval rules for invoices over $5,000 and month-end reconciliation time, and no mention of the budgeting module, mobile app or API","States the next steps with dates (Jules by Wed Nov 11, Marta by Fri Nov 13), mentions no price or discount, and signs off Jules"]}