{"id":"sales-exec-qbr-talking-points-metrics-gaps","audience":"executives","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Prepare QBR talking points that admit what's unknown","free":false,"task":"You are preparing the CEO of your company for a quarterly business review with a customer's sponsor. Write exactly four plain-text lines starting Win:, Concern:, Unknown:, Ask:. Win shows the usage math. Concern states the SLA miss with both numbers. Unknown says what was not measured, without guessing. Ask is one request. Each line under 28 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"QBR DATA - Calloway Health (customer), Q3\n- Weekly active users: 1,640 in June; 2,000 in September.\n- Seats purchased: 500 users per day capacity? NO - seats purchased: 500; seats assigned: 410.\n- Support: average first response 5 hours; contractual target 4 hours. 11 tickets, 3 over target.\n- NPS: no survey was sent this quarter (the team skipped it).\n- Two departments (Billing and Records) have 0 active users.\n- Customer sponsor: Dr. Imani Okoro. Contract renews in 7 months.\n- Internal opinion from the account manager: \"They love us.\" (not data)","rules":[{"type":"plainText"},{"type":"maxWords","max":120}],"mistakes":[{"title":"Guessing the unknown","why":"The AI infers customer sentiment from usage.","fix":"Add: \"Unknown: say what was not measured; do not guess a score.\"","checks":["r1"]},{"title":"Hiding the SLA miss","why":"The AI puts a positive spin on the response time.","fix":"Add: \"Concern: state 5 hours versus the 4-hour target.\"","checks":["r1"]},{"title":"Skipping the math","why":"The AI says 'usage grew nicely'.","fix":"Add: \"Win: show (2,000 - 1,640) / 1,640 = 22 percent.\"","checks":["r0"]},{"title":"Repeating the opinion","why":"The AI says 'they love us' as if it were data.","fix":"Add: \"Use data only; do not repeat the account manager's opinion.\"","checks":["r2"]},{"title":"Wrong layout","why":"The AI writes slide-style bullets.","fix":"Add: \"Four plain-text lines, each under 28 words.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Names the four lines","patterns":["win:","concern:","unknown:","ask:"]},{"label":"Shows math","patterns":["math","2,000","1,640"]},{"label":"States the SLA gap","patterns":["5 hours","4.hour","target"]},{"label":"Handles unknowns","patterns":["not measured","do not guess","nps"]},{"label":"One ask","patterns":["one request","single","ask:"]}],"hint":"Name the four lines, ask for the usage math and both SLA numbers, and say how to treat what's unknown.","rubricLabels":["Win shows the usage math: (2,000 - 1,640) / 1,640 = 22 percent growth in weekly active users","Concern states the support first response of 5 hours against the 4-hour target, and Unknown says NPS was not measured this quarter without guessing a score or sentiment","Ask is one request (for example agreeing an owner or plan for the Billing and Records departments with 0 active users), and the account manager's \"they love us\" opinion is not repeated"]}