{"id":"sales-internal-slack-deal-update","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Post a 3-bullet deal update in Slack with the ask first","free":false,"task":"Post an internal Slack update on the Vantage Credit Union deal for your sales engineer and manager. The first line must be the one thing you need: a custom SSO demo from your SE, Mia, by Friday. Then at most 3 bullets. Use the corrected deal size. Plain text, since Slack shows bold as stray asterisks in your team's channel. Each bullet is under 14 words.","materialLabel":"Your call notes (attached to your prompt automatically)","material":"My notes after today's call - Vantage Credit Union (Nov 6)\n\n- Call went well, 4 people from Vantage, their CIO Ben Ortiz joined for 15 min\n- Deal size: $120k/year (we quoted 30 branches) -> CORRECTION: they're piloting 18 branches first, so $72k/year for year 1\n- Ben's big worry: SSO with their Azure setup. Wants to see it working with a test tenant before they go further\n- I need Mia (our SE) to do a custom SSO demo with an Azure test tenant, by Friday Nov 14\n- Their security review starts after the demo, usually 3 weeks\n- Competitor: they also have a demo with LoanLoop next week\n- Fun fact: Ben used to be a high school band teacher\n- Stage: Evaluation. Target signature: mid-December if security goes well","rules":[{"type":"maxBullets","max":3},{"type":"plainText"}],"mistakes":[{"title":"Burying the ask","why":"The AI writes a summary first and leaves the request to Mia for the end.","fix":"Add: \"First line: the ask to Mia, SSO demo by Friday.\"","checks":["r0"]},{"title":"Using the first deal size","why":"The notes say $120k, then correct it to $72k.","fix":"Add: \"Use the corrected deal size, $72k.\"","checks":["r1"]},{"title":"Dropping the competitor","why":"The AI keeps fun facts and drops the competing demo.","fix":"Add: \"Include the LoanLoop demo next week.\"","checks":["r2"]},{"title":"Too many bullets","why":"The AI lists every note as a bullet.","fix":"Add: \"At most 3 bullets after the first line.\"","checks":["maxBullets"]},{"title":"Forgetting it's plain text","why":"AI adds bold labels and headings, which show up as stray symbols in your Slack channel.","fix":"Add: \"Plain text only. No bold, no headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Puts the ask first","patterns":["first line","lead with","start with.{0,30}(ask|mia)"]},{"label":"Caps the bullets","patterns":["\\d+\\s*bullets"]},{"label":"Uses the corrected size","patterns":["72","correct"]},{"label":"Names the competitor","patterns":["loanloop","competitor"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"Teammates skim Slack. Say what goes in the first line, how many bullets follow and which number is current.","rubricLabels":["The first line asks Mia for the custom SSO demo with an Azure test tenant by Friday (Nov 14)","Gives the deal size as $72k a year for the 18-branch pilot, not $120k","Mentions the LoanLoop competing demo next week, and each bullet is under 14 words"]}