{"id":"sales-mid-term-seat-add-prorated-quote-lines","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Quote added seats mid-term with co-terming","free":false,"task":"The customer wants to add 15 seats on Nov 1, 2026 to a term that ends Mar 31, 2027. Write exactly four plain-text lines starting Add-on seats:, Months remaining:, Due now:, At renewal:. Show the math in each of the last three lines using plain numbers (no $ or commas). Use the contract price, not the new-customer promo, and the real months left, not the customer's estimate. Under 70 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"ACCOUNT - Delmar Dental (existing customer)\n- Current: 50 seats at $40 per seat per month, billed annually. Term: Apr 1, 2026 to Mar 31, 2027.\n- Request (Nov 2 email): \"Please add 15 seats starting Nov 1. I think there are about 7 months left, so can you quote it that way?\"\n- Policy for mid-term seat adds: priced at the customer's contract rate, prorated by full months left in the term, billed now, and co-termed to the existing end date. The minimum add is 10 seats.\n- New-customer promo (not for existing customers): $45 per seat per month for the first year.\n- At renewal (Apr 1, 2027) the seat count carries over at the then-current contract rate. Assume the same $40 rate for illustration.\nFull months left from Nov 1, 2026 through Mar 31, 2027: November, December, January, February, March.","rules":[{"type":"plainText"},{"type":"maxWords","max":70}],"mistakes":[{"title":"Using the customer's 7 months","why":"The AI follows the customer's estimate.","fix":"Add: \"Count the real full months left: 5.\"","checks":["r1"]},{"title":"Using the promo price","why":"The AI uses $45 for new seats.","fix":"Add: \"Use the existing contract rate of $40.\"","checks":["r0"]},{"title":"Forgetting the new total at renewal","why":"The AI stops at the add-on charge.","fix":"Add: \"At renewal: 65 seats x 40 x 12.\"","checks":["r2"]},{"title":"Dollar signs and extra text","why":"The AI adds $ signs, commas and notes.","fix":"Add: \"Plain numbers, no $ or commas; four lines, under 70 words.\"","checks":["r2","plainText","maxWords"]}],"promptHints":[{"label":"Names the four lines","patterns":["add-on seats","months remaining","due now","at renewal"]},{"label":"Contract rate","patterns":["\\$?40","contract (rate|price)","not the .*promo"]},{"label":"Real months","patterns":["5","real months","not the customer"]},{"label":"Shows math","patterns":["15 x 40","show the math","65 x 40"]},{"label":"Plain numbers","patterns":["no \\$","commas","plain numbers"]}],"hint":"Name the four lines, use the contract rate and the real months left, and ask for plain-number math.","rubricLabels":["Add-on seats states 15 seats at $40 per seat per month (the contract rate, not the $45 promo) and meets the 10-seat minimum","Months remaining is 5 (not the customer's 7) and Due now shows 15 x 40 x 5 = 3000 as plain numbers","At renewal shows 65 x 40 x 12 = 31200 (50 + 15 seats for a full year), the lines are in the given order, and no $ signs or commas appear"]}