{"id":"sales-kickoff-email-after-signature","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Send a kickoff email after signature with three dated next steps","free":false,"task":"Write a kickoff email to the new customer's project lead. Plain text under 100 words, subject line first, starting with \"Hi Noor,\". Give exactly 3 next steps as dash bullets, each with an owner and a date (use the dates in the notes). Do not promise a go-live date, only the dates in the notes, and do not mention the discount given in the deal.","materialLabel":"Signed deal and onboarding plan (attached to your prompt automatically)","material":"Signed Nov 5 2026: Ironwood Dental Group, 4 locations, $31,200/year (after a 10% negotiated discount; internal).\nProject lead (customer): Noor Haddad. AE: Felix. Onboarding manager: Dalia.\n\nOnboarding plan:\n- Kickoff call: Tue Nov 10 at 11 am ET (Dalia hosts; Noor invites her IT contact).\n- Noor sends the list of locations and staff users by Fri Nov 13.\n- Dalia sets up the account and sends login links by Wed Nov 18.\n- Training sessions (2): Dec 2 and Dec 3 at 10 am ET.\n- Go-live: target Dec 14, depends on data import being complete (not guaranteed).\n\nCompany rule: do not put the go-live date in writing as a commitment until the data import is done.","rules":[{"type":"maxWords","max":100},{"type":"plainText"}],"mistakes":[{"title":"Promising go-live","why":"The AI says 'we'll be live Dec 14'.","fix":"Add: \"Don't promise a go-live date.\"","checks":["r2"]},{"title":"Mentioning the discount","why":"The AI thanks them for agreeing to the 10% discount.","fix":"Add: \"Don't mention the discount or price.\"","checks":["r2"]},{"title":"Missing owners or dates","why":"The AI writes 'next steps soon'.","fix":"Add: \"Each bullet has an owner and a date.\"","checks":["r1"]},{"title":"Wrong format","why":"The AI writes headings and long paragraphs.","fix":"Add: \"Plain text under 100 words, exactly 3 dash bullets.\"","checks":["r0","maxWords","plainText"]}],"promptHints":[{"label":"Sets the opener","patterns":["hi noor","subject"]},{"label":"Fixes 3 bullets","patterns":["3 (dash )?bullets","three","exactly 3"]},{"label":"Requires owner and date","patterns":["owner","date"]},{"label":"Bans go-live promises","patterns":["go.live","don.t promise"]},{"label":"Bans pricing talk","patterns":["discount","price"]}],"hint":"Give the bullet count, require an owner and date for each and list what to leave out.","rubricLabels":["Line 1 starts with \"Subject:\" followed by \"Hi Noor,\" and exactly 3 dash bullets","Each bullet has an owner and a date from the notes (kickoff Tue Nov 10 by Dalia, Noor sending lists by Fri Nov 13, Dalia sending logins by Wed Nov 18)","Does not promise a go-live date and does not mention the discount or the $31,200 price"]}