{"id":"sales-expansion-intro-ask-to-champion","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"intermediate","title":"Ask your champion for an intro to another department","free":false,"task":"Write an email asking your champion Lina to introduce you to the head of Finance. Plain text under 110 words, subject line first, starting \"Hi Lina,\". Cite one usage number from the account data, say why Finance might care using only the notes, include a 2-line blurb Lina can forward (starting with \"Forwardable:\"), and make it easy to decline. Don't mention price or discounts.","materialLabel":"Account data (attached to your prompt automatically)","material":"Account: Marlowe Distribution. Champion: Lina Park, supply chain manager. Rep: Idris.\nProduct: shipment-tracking software; 14 users in Lina's team.\n\nUsage (last 60 days): 1,840 shipments tracked; Lina's team exports a weekly 'late shipments' report; the Finance team's name appeared in 3 report recipients' emails.\n\nWhat Idris learned in a Sept call: Finance reconciles freight invoices by hand every month, and Lina said it \"takes them days.\" (Lina's own comment; fine to refer to as her comment.)\nFinance head: Omar Vega (not yet contacted).\n\nDo not mention: price, discounts, the contract renewal in June, or other customers' results.\nIdris's calendar: free 20 minutes any afternoon next week.","rules":[{"type":"maxWords","max":110},{"type":"plainText"}],"mistakes":[{"title":"Mentioning commercial terms","why":"The AI brings up the renewal or a discount.","fix":"Add: \"Don't mention price, discounts or the renewal.\"","checks":["r2"]},{"title":"No forwardable blurb","why":"The AI asks for an intro with no blurb.","fix":"Add: \"Include a Forwardable: blurb of 2 sentences.\"","checks":["r1"]},{"title":"Hard to refuse","why":"The AI pressures her.","fix":"Add: \"Make it easy to decline.\"","checks":["r2"]},{"title":"Long email","why":"The AI writes a long email.","fix":"Add: \"Plain text under 90 words.\"","checks":["r0","maxWords","plainText"]}],"promptHints":[{"label":"Sets the opener","patterns":["hi lina","subject"]},{"label":"Cites a number","patterns":["1,840","usage number","cite"]},{"label":"Includes a forwardable blurb","patterns":["forwardable","blurb","2.line"]},{"label":"Makes declining easy","patterns":["easy","decline","no problem"]},{"label":"Bans commercial topics","patterns":["price","discount","renewal"]}],"hint":"Ask for the usage number, the forwardable blurb and an easy way to decline.","rubricLabels":["Line 1 starts with \"Subject:\" then the body starts \"Hi Lina,\" and cites 1,840 shipments tracked in the last 60 days","Includes a forwardable blurb line starting \"Forwardable:\" of two sentences, and gives Finance's reason from Lina's own comment about reconciling freight invoices by hand taking days","Makes it easy for Lina to decline and does not mention price, discounts, the June renewal or other customers' results"]}