{"id":"sales-morning-call-prep-five-lines","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Prep for a 9 am call with five lines you can read in a minute","free":false,"task":"You have 60 seconds before the call. Write 5 plain-text lines starting with these labels: Who:, Last touch:, Goal today:, Watch out:, Ask:. Each line is under 15 words. Use only the CRM notes, and use the latest activity date. In Watch out, name only the risk the notes actually state.","materialLabel":"CRM account notes (attached to your prompt automatically)","material":"Account: Tidewater Marine Supply. Contact: Joel Prentiss, purchasing manager (decision maker for orders under $25K).\n\nActivity log:\n- Sept 14: first call. Joel said they reorder spare parts by phone and it's slow.\n- Oct 8: sent proposal for $18,500/year (parts ordering portal).\n- Oct 29: Joel emailed: \"Reviewing with our owner, Hal. Hal is skeptical about adopting new software.\"\n- Nov 4: rep Luz left a voicemail; no reply yet.\n\nToday: Nov 6, 9 am call, scheduled by Joel on Nov 3.\nLuz's goal: get a yes/no on the proposal or a call with Hal.\n\nOther data: Tidewater's two biggest competitors already use portals (public website). Joel's LinkedIn says he's a ham radio hobbyist.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Using an older touch","why":"The AI picks the proposal or the first call.","fix":"Add: \"Use the latest activity date.\"","checks":["r1"]},{"title":"Padding with trivia","why":"The AI adds the ham radio detail or competitor facts.","fix":"Add: \"Use only what matters for today's call; leave out hobbies.\"","checks":["r2"]},{"title":"Wrong format","why":"The AI writes a briefing with headings.","fix":"Add: \"Five lines starting with Who:, Last touch:, ...\"","checks":["r0","plainText"]},{"title":"Too much to read","why":"The AI writes long lines.","fix":"Add: \"Each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the five labels","patterns":["who:","last touch","goal today","watch out","ask:"]},{"label":"Limits line length","patterns":["under 15","\\d+\\s*words"]},{"label":"Uses the latest activity","patterns":["latest","most recent"]},{"label":"Stays inside the notes","patterns":["only the","notes","state"]},{"label":"Plain text","patterns":["plain text","no bold"]}],"hint":"Give the five labels and say which activity counts and what not to include.","rubricLabels":["Has exactly 5 lines starting Who:, Last touch:, Goal today:, Watch out: and Ask: in that order","Last touch is the Nov 4 voicemail (the latest activity), and Goal today is a yes or no on the $18,500 proposal or a call with Hal","Watch out names Hal's skepticism or the owner review, and no line mentions the ham radio hobby or competitors' portals"]}