{"id":"sales-freelancer-client-onboarding-needs-four-bullets","audience":"freelancers","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Ask a new client for what you need, in four bullets","free":false,"task":"Write an onboarding email from Rina to her new client Tom Becker. Plain text, under 100 words, no more than a one-sentence opening. Then exactly 4 bullets of what you need from him, each starting \"- \", and one closing sentence that says the start date depends on the deposit being paid. Sign off Rina. Give dates only where the notes give them.","materialLabel":"Your notes (attached to your prompt automatically)","material":"PROJECT NOTES - Rina Solano (freelance illustrator), client: Tom Becker (Larkspur Tea Co.)\nProject: label illustrations for 3 tea tins. Fixed fee $2,400; 40 percent deposit ($960) invoiced Nov 9, due in 7 days.\nWhat Rina needs from Tom:\n1. Vector logo files (.ai or .svg), by Nov 16.\n2. Three reference images he likes, by Nov 16.\n3. The name of the one person who approves the final art.\n4. The email address for invoices.\nSchedule: Rina starts when the deposit is paid. First drafts are due 3 weeks after she starts. She works Tuesday to Friday.\nNot needed from Tom now: tin dimensions (Rina will get them from the printer).\nTom's last email: \"Excited! Tell me what you need.\"\nRina's old template (2024) asked for 6 items including tin dimensions and a brand guide; those are not needed.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Asking for everything","why":"The AI copies the old 6-item template and asks for tin dimensions.","fix":"Add: \"Ask for exactly these 4 things; not tin dimensions or a brand guide.\"","checks":["r1"]},{"title":"Inventing dates","why":"The AI adds deadlines for the approver and invoice email.","fix":"Add: \"Give dates only where the notes give them (Nov 16 for the files and images).\"","checks":["r1"]},{"title":"Missing deposit sentence","why":"The AI says 'let me know when you're ready'.","fix":"Add: \"End with: the start date depends on the deposit being paid.\"","checks":["r2"]},{"title":"Wrong structure or length","why":"The AI writes paragraphs with bold text.","fix":"Add: \"One-sentence opening, exactly 4 '- ' bullets, plain text, under 100 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Four bullets","patterns":["exactly 4","4 bullets","- "]},{"label":"Lists the items","patterns":["logo","reference","approv","invoice"]},{"label":"Dates only from notes","patterns":["nov(ember)? 16","only where"]},{"label":"Deposit sentence","patterns":["deposit","start date depends"]},{"label":"Plain text and cap","patterns":["plain text","under 100 words"]}],"hint":"Ask for exactly four bullets, limit dates to the notes, and end with the deposit sentence.","rubricLabels":["Has a one-sentence opening, then exactly 4 bullets starting \"- \" for the logo files, the three reference images, the approver's name and the invoice email","The logo files and reference images bullets have the Nov 16 date, and the approver and invoice email bullets have no invented dates; tin dimensions and the brand guide are not requested","Ends with one sentence saying the start date depends on the deposit being paid, signed Rina, in plain text under 100 words"]}