{"id":"sales-intro-call-notes-to-three-bullet-summary","audience":"sales","category":"sales-work","technique":"audience","track":"sales","level":"beginner","title":"Summarize an intro call in three bullets for the solutions engineer","free":false,"task":"Write a handoff summary for the solutions engineer, Yusuf, as exactly 3 dash bullets in plain text: the customer's problem in their words, the one technical question to answer, and the date of the next call. Each bullet starts with a label (Problem:, Question:, Next call:) and is under 20 words. Don't include pricing, the rep's opinions, or small talk.","materialLabel":"Intro call notes (attached to your prompt automatically)","material":"Intro call, Nov 5 2026: AE Rosa with Alicia Park (IT manager) at Sunrise Pediatrics (5 offices).\n\nAlicia's words: \"Our front desks use five different calendar tools and double-book every week.\"\nTechnical question raised: can our product import appointments from their current calendar tool, 'CalSync Pro', and does it support Microsoft sign-in for staff?\nNext call: Thu Nov 12, 11 am CT, 30 minutes (Alicia invited her director, Greg).\nRosa's thoughts: 'Probably price sensitive, I'd offer 10% off.' 'Alicia is nice but slow.' (not for the SE)\nPricing discussed: Rosa mentioned $8,400 per year.\nSmall talk: Alicia's marathon training.\n\nNote: the import question and Microsoft sign-in are two parts of one technical question about integrations.","rules":[{"type":"maxBullets","max":3},{"type":"plainText"}],"mistakes":[{"title":"Including pricing or opinions","why":"The AI adds $8,400 or 'price sensitive'.","fix":"Add: \"No pricing, opinions or small talk.\"","checks":["r2"]},{"title":"Paraphrasing the problem","why":"The AI uses marketing language.","fix":"Add: \"Use the customer's words.\"","checks":["r1"]},{"title":"Splitting the question","why":"The AI writes two questions.","fix":"Add: \"One technical question covering both parts.\"","checks":["r1"]},{"title":"Wrong format","why":"The AI writes a paragraph.","fix":"Add: \"Exactly 3 labeled dash bullets under 20 words.\"","checks":["r0","maxBullets","plainText"]}],"promptHints":[{"label":"Lists the three labels","patterns":["problem:","question:","next call"]},{"label":"Uses the customer's words","patterns":["their words","customer.s words"]},{"label":"One technical question","patterns":["one technical question","single"]},{"label":"Bans extras","patterns":["pricing","opinion","small talk"]},{"label":"Limits length","patterns":["under 20"]}],"hint":"Give the three labels, say to use the customer's words and what to leave out.","rubricLabels":["Has exactly 3 dash bullets starting Problem:, Question: and Next call:","Problem uses Alicia's words about five calendar tools and double-booking, Question covers importing from CalSync Pro and Microsoft sign-in, and Next call is Thu Nov 12, 11 am CT","Contains no pricing, no discount idea, no opinion about Alicia and no small talk, and each bullet is under 20 words"]}