{"id":"sales-expansion-plays-ranked-by-evidence","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"advanced","title":"Rank three expansion plays and cite the usage evidence","free":false,"task":"Pick the top 3 expansion plays for an account from the usage data and rank them 1 to 3. Format each as \"1. Play - Evidence: ... - Risk: ...\". Evidence must quote a number from the data, and Risk must come from the account notes. Skip any play the data doesn't support, even if the rep suggested it. Plain text, under 140 words.","materialLabel":"Usage data and account notes (attached to your prompt automatically)","material":"Account: Juniper Bay Hospital Foundation (non-clinical admin teams). Product: document workflow suite.\nContract: 40 seats, renews Mar 31 2027.\n\nUsage (last 90 days):\n- Seats active: 37 of 40.\n- Finance team: 12 of 12 seats active; 3 temp workers shared logins last month (against terms).\n- Grants team: 4 seats; 4 admins requested more access in support tickets (3 tickets).\n- HR team: 0 seats; HR wasn't covered in the original deal.\n- E-signature add-on: not purchased; users exported 210 documents to PDF to sign elsewhere.\n- API usage: 0 calls.\n- Training: 22 of 40 users completed onboarding.\n\nAccount notes:\n- Champion Marcia is on leave until Dec 1.\n- CFO is cost-sensitive; budget freeze rumored for Q1 (unconfirmed).\n- Rep's suggestions: sell the API, sell Enterprise tier, add HR seats.","rules":[{"type":"numberedItems","count":3},{"type":"maxWords","max":140}],"mistakes":[{"title":"Following the rep's wish list","why":"The AI includes the API and Enterprise tier with no data behind them.","fix":"Add: \"Skip plays the data doesn't support.\"","checks":["r1"]},{"title":"Evidence without numbers","why":"The AI says 'high engagement'.","fix":"Add: \"Evidence must quote a number from the data.\"","checks":["r2"]},{"title":"No format","why":"The AI writes paragraphs.","fix":"Show: \"1. Play - Evidence: ... - Risk: ...\"","checks":["r0","numberedItems"]},{"title":"Too long","why":"The AI explains each play.","fix":"Add: \"Each line under 40 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Shows the line shape","patterns":["play -","evidence:","risk:"]},{"label":"Asks for 3 ranked","patterns":["top 3","rank","1 to 3","three"]},{"label":"Requires numbers","patterns":["quote a number","number from"]},{"label":"Skips unsupported plays","patterns":["skip","doesn.t support","unsupported"]},{"label":"Grounds risks","patterns":["account notes","from the notes"]}],"hint":"Show the line shape, demand a number in each evidence field and tell the AI to skip unsupported ideas.","rubricLabels":["Has exactly 3 numbered lines in the form Play - Evidence: ... - Risk: ...","Plays are drawn from the data (such as e-signature add-on with 210 exported documents, extra seats for finance or grants, HR seats) and the API and Enterprise tier suggestions are not included","Each Evidence quotes a number from the usage data, and each Risk comes from the account notes or the shared-login finding, not invented"]}