{"id":"sales-discount-ask-reply-needs-deal-desk","audience":"sales","category":"sales-work","technique":"constraints","track":"sales","level":"intermediate","title":"Answer a 20% discount ask without promising it","free":false,"task":"Nadia Osei asked for 20% off if she signs this week. Write a plain-text reply from Ben under 90 words. Do not promise or hint at the discount, and don't accept the this-week deadline. Say you will take the request to the deal desk and reply by Tue Nov 10. Mention that the current quote stays valid through Nov 30. Ask her one question about a trade, such as a longer term or annual prepay.","materialLabel":"Your notes (attached to your prompt automatically)","material":"THREAD - Hartwell Insurance Agency (Nadia Osei, Office Manager), Fri Nov 6\nNadia: \"We like the proposal. Can you do 20 percent off if we sign this week? Our owner wants it done.\"\n\nQuote: $21,000 per year, 12-month term, quote valid through Nov 30.\n\nINTERNAL RULES FOR BEN (AE):\n- AEs can approve discounts up to 12 percent. Anything above goes to the deal desk, which answers within 2 business days.\n- Never imply a discount is likely before the deal desk answers.\n- Trades the deal desk usually asks about: longer term, annual prepay, earlier signing date.\n- No fake deadlines. The only real date is the Nov 30 quote validity.\nToday is Fri Nov 6. Monday Nov 9 is business day 1.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Hinting at a yes","why":"The AI writes 'I'm optimistic we can make this work'.","fix":"Add: \"Do not promise or hint at the discount.\"","checks":["r0"]},{"title":"Accepting the deadline","why":"The AI says 'let's get it signed this week'.","fix":"Add: \"Do not accept the this-week deadline; the quote is valid through Nov 30.\"","checks":["r0","r1"]},{"title":"No clear next step","why":"The AI says 'I'll get back to you soon'.","fix":"Add: \"Say you'll take it to the deal desk and reply by Tue Nov 10.\"","checks":["r1"]},{"title":"Several questions","why":"The AI asks four questions about their needs.","fix":"Add: \"Ask exactly one question about a trade like a longer term or annual prepay.\"","checks":["r2"]},{"title":"Long, formatted reply","why":"The AI writes several paragraphs with bold text.","fix":"Add: \"Plain text, under 90 words.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Bans promises","patterns":["do not promise","no promise","hint","likely"]},{"label":"Gives the reply date","patterns":["tue(sday)? nov(ember)? 10","nov(ember)? 10"]},{"label":"Uses the real date only","patterns":["nov(ember)? 30","valid through","this.week"]},{"label":"Asks one trade question","patterns":["one question","trade","longer term","prepay"]},{"label":"Plain text and cap","patterns":["plain text","under 90 words"]}],"hint":"Rule out promises, give the reply date, and ask for one trade.","rubricLabels":["Does not promise, hint at or say anything is likely about the 20 percent discount, and does not accept the sign-this-week deadline","Says Ben will take the request to the deal desk and reply by Tue Nov 10, and that the quote stays valid through Nov 30","Asks exactly one question about a trade (longer term, annual prepay or signing date) and signs off as Ben"]}