{"id":"sales-duplicate-quotes-conflict-checklist","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Find the conflicts between two quotes sent to one customer","free":false,"task":"Two reps sent Lakeview Orthodontics different quotes. Write a checklist of the differences, at most 7 lines, each exactly like \"- [ ] Item: Q-2210 says X; Q-2231 says Y\". Include the annual subscription totals as plain numbers. Then one last line starting \"Same:\" naming what matches. Do not say which quote is right or recommend one.","materialLabel":"Your notes (attached to your prompt automatically)","material":"QUOTE Q-2210 (Dana Ortiz, sent Oct 28)\n- Seats: 20 | Price: $48 per seat per month | Term: 12 months\n- Onboarding fee: $1,500 | Support: Standard (included)\n- Payment terms: Net 30 | Valid until: Nov 20\n\nQUOTE Q-2231 (Kyle Brandt, sent Nov 2)\n- Seats: 25 | Price: $45 per seat per month | Term: 24 months\n- Onboarding fee: waived | Support: Premium (adds $2,400 per year)\n- Payment terms: Net 30 | Valid until: Dec 15\n\nCustomer email, Nov 4: \"Which of these two is the real offer? I got both within a week.\" Both reps are on the same account team. Annual subscription total = seats x price x 12.","rules":[{"type":"maxBullets","max":7},{"type":"maxWords","max":130}],"mistakes":[{"title":"Listing matching items as differences","why":"The AI lists payment terms as a difference or restates everything.","fix":"Add: \"Differences only; matching items go on the Same: line.\"","checks":["r0"]},{"title":"Picking a winner","why":"The AI says the newer quote supersedes the older one.","fix":"Add: \"Do not say which quote is right or recommend one.\"","checks":["r2"]},{"title":"Skipping the totals","why":"The AI leaves out the annual subscription math.","fix":"Add: \"Include annual totals as plain numbers: seats x price x 12.\"","checks":["r1"]},{"title":"Wrong line format","why":"The AI writes a table or paragraphs.","fix":"Add: \"Each line exactly: - [ ] Item: Q-2210 says X; Q-2231 says Y.\"","checks":["r1","maxBullets","maxWords"]}],"promptHints":[{"label":"Fixes the line format","patterns":["- \\[ \\]","q-2210 says","q-2231 says"]},{"label":"Asks for totals","patterns":["annual","seats x price x 12","plain numbers"]},{"label":"Differences only","patterns":["differences","only"]},{"label":"Same line","patterns":["same:"]},{"label":"No winner","patterns":["do not say","recommend","which quote is right"]}],"hint":"Fix the line format, ask for the annual totals, and forbid picking a winner.","rubricLabels":["Lists the seven differences: seats (20 vs 25), price per seat ($48 vs $45), annual subscription total (11520 vs 13500), term (12 vs 24 months), onboarding fee ($1,500 vs waived), support (Standard vs Premium at +$2,400 per year) and valid until (Nov 20 vs Dec 15)","Every difference line follows \"- [ ] Item: Q-2210 says X; Q-2231 says Y\" and the annual totals are shown as plain numbers 11520 and 13500","The last line is \"Same: Payment terms (Net 30).\" or equivalent, and the answer does not say which quote is correct or recommend one"]}