{"id":"sales-demo-recap-email-no-internal-notes","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"beginner","title":"Send a demo recap email without leaking internal notes","free":false,"task":"You just demoed to Joanna Pike at Redfern Veterinary and need to send her a recap. Under 120 words, starting \"Hi Joanna,\". List the next steps with an owner and date for each, using the corrected pilot start date. Leave out your internal notes: the pricing floor and your thoughts about her boss. Plain text, with no subject line and no bullets beyond the next steps.","materialLabel":"Your demo notes (attached to your prompt automatically)","material":"DEMO NOTES - Redfern Veterinary (5 clinics), Fri Nov 7, w/ Joanna Pike (Practice Manager)\n\nWhat she liked: online booking widget, automatic vaccine reminders, the two-way texting.\nConcerns: their front desk staff isn't techy; worried about training time.\nAnswered: training is 2 x 1-hour sessions, included.\n\nNext steps discussed:\n- I send pricing for 5 clinics by Tue Nov 11\n- Joanna shares our pricing with Dr. Amari (owner) by Fri Nov 14\n- Pilot at the Westgate clinic starting Dec 1 -> UPDATE, Joanna emailed after: Westgate is closed for floor work first week of Dec, pilot starts Dec 8 instead\n- Our onboarding lead Theo runs training the week of the pilot\n\nINTERNAL ONLY:\n- Floor is $310/clinic/month, start quote at $380\n- Dr. Amari sounds like a tough sell, Joanna seems scared of him\n- Competitor VetBook quoted them $290","rules":[{"type":"maxWords","max":120},{"type":"plainText"}],"mistakes":[{"title":"Leaking internal notes","why":"The AI uses everything in your notes, including the pricing floor and your read on her boss.","fix":"Say: \"Leave out everything marked internal: pricing, competitor quote, comments about Dr. Amari.\"","checks":["r1"]},{"title":"Missing the date change","why":"The AI may keep Dec 1 because it's listed first.","fix":"Add: \"The pilot now starts Dec 8.\"","checks":["r2"]},{"title":"Next steps without owners","why":"The AI writes \"we'll send pricing\" with no name or date, so nobody owns it.","fix":"Add: \"Each next step names an owner and a date.\"","checks":["r2"]},{"title":"A generic greeting","why":"The AI often opens with \"Dear Joanna\" or \"Hello\" plus a pleasantry.","fix":"Add: \"Start with: Hi Joanna,\"","checks":["r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long when you only give a total like 120 words.","fix":"Cap each part instead, like \"each next step under 15 words,\" so the total lands well under 120.","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Keeps internal notes out","patterns":["internal","floor","leave out","don'?t (mention|include)"]},{"label":"Uses the new date","patterns":["dec(ember)? 8","corrected","update","new date"]},{"label":"Asks for owners and dates","patterns":["owner","who.{0,20}when","each.{0,30}date"]},{"label":"Sets the greeting","patterns":["hi joanna"]},{"label":"Sets a size","patterns":["\\d+\\s*words","under \\d+","short","\\d+\\s*(sentences|lines)"]}],"hint":"Your notes mix what the customer should see with what she shouldn't. Tell the AI which part is internal, which date changed and how to show next steps.","rubricLabels":["Starts with \"Hi Joanna,\", and the email has no bold or heading marks","Does not mention the $310 floor, the $380 starting quote, VetBook's price, or any comment about Dr. Amari being a tough sell","Lists the next steps each with an owner and a date, and gives the pilot start as December 8 (not December 1)"]}