{"id":"sales-first-call-notes-memo-four-headings","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Turn first-call notes into a four-heading memo","free":false,"task":"Your manager wants a quick memo on the Halvorsen Tile call. Use exactly these four headings in order: What they do, The problem, Budget and timing, Next step. Write one sentence under each heading. The Budget and timing sentence must read \"Budget: Not discussed. Timing: [date].\" The Next step sentence names who does what by when and who must attend the demo. Keep the whole memo under 90 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"CALL NOTES - Halvorsen Tile & Stone, Nov 3. Spoke with Greta Halvorsen (owner) for 25 min.\n\n- Family business, 3 showrooms in the Duluth area, about 30 staff. Sells to contractors and homeowners.\n- Quotes are done by hand in spreadsheets. Greta says two quotes last month went out with the wrong square footage and they ate the cost.\n- She asked if we integrate with their accounting software, QuickBooks. I said yes, but I need to check with the team on the exact sync.\n- Timing: \"maybe sometime in Q1\" at first, then later she said her accountant wants the new process live before the Dec 15 year-end cutoff.\n- Her brother Anders handles the showrooms and would need to be in any demo.\n- Nothing said about money or who approves spend.\n- I offered a 30-minute demo; she'll send me times by Friday.","rules":[{"type":"maxWords","max":90}],"mistakes":[{"title":"Missing headings","why":"The AI invents its own sections or adds an intro.","fix":"Add: \"Use exactly these headings in order: What they do, The problem, Budget and timing, Next step.\"","checks":["r0"]},{"title":"Taking the first timing","why":"The AI uses \"Q1\" and misses the later Dec 15 correction.","fix":"Add: \"Timing: the later Dec 15 date replaces Q1.\"","checks":["r1"]},{"title":"Guessing the budget","why":"The AI fills silence with a made-up figure or approver.","fix":"Add: \"Write: Budget: Not discussed. Timing: [date].\"","checks":["r1"]},{"title":"Dropping the attendee","why":"The AI forgets Anders or says the QuickBooks sync is confirmed.","fix":"Add: \"Name Anders as a required attendee. Do not say the QuickBooks sync is confirmed.\"","checks":["r2"]},{"title":"Memo that runs long","why":"The AI writes paragraphs under each heading.","fix":"Add: \"One sentence per heading, under 90 words total. Keep every sentence under 18 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the headings","patterns":["what they do","the problem","budget and timing","next step"]},{"label":"One sentence each","patterns":["one sentence","single sentence"]},{"label":"Sets the budget line","patterns":["not discussed"]},{"label":"Uses the later date","patterns":["dec(ember)? 15","replaces","later"]},{"label":"Names the attendee","patterns":["anders","attend"]}],"hint":"List the four headings, give the exact budget sentence, and say who must attend.","rubricLabels":["Uses exactly the four headings What they do, The problem, Budget and timing, Next step, in that order, with one sentence under each","The Budget and timing sentence is \"Budget: Not discussed. Timing: \" followed by Dec 15 (not Q1)","Next step says Greta sends demo times by Friday and that her brother Anders must attend the 30-minute demo; it does not say the QuickBooks sync is confirmed"]}