{"id":"sales-multi-stakeholder-discovery-plan-table","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Plan a discovery call with three stakeholders in a table","free":false,"task":"Make a markdown table with columns Person | Role | One question | Listen for and exactly 3 rows in the order given. Each question starts with What or How, is under 14 words and does not mention our product. Listen for names one thing from the notes to confirm. Nothing outside the table. No bold, under 120 words.","materialLabel":"Attendees and call goals (attached to your prompt automatically)","material":"Discovery call: Tue Nov 10, 45 minutes, with Cobalt Construction. Rep: Ravi. Product: Tallyhouse (project-costing software).\n\nAttendees:\n1. Elena Fischer - project manager. Known: manages 6 active jobs; wrote that job costs are 'tracked in spreadsheets'.\n2. Lukas Brandt - CFO. Known: signs contracts over $25K; cares about month-end close time.\n3. Omar Haddad - IT manager. Known: unknown tools; not yet spoken to.\n\nGoals: understand how costs are tracked today, who approves software spend, and what integrations matter.\nUnknown: budget; timeline; current accounting system.\nBanned in questions: product name, yes/no phrasing, pricing.","rules":[{"type":"plainText"},{"type":"maxWords","max":120}],"mistakes":[{"title":"Yes/no or product questions","why":"The AI asks 'Would Tallyhouse help?'","fix":"Add: \"Start with What or How; no product name.\"","checks":["r1"]},{"title":"Generic Listen for","why":"The AI writes 'pain points'.","fix":"Add: \"Listen for names one thing from the notes.\"","checks":["r2"]},{"title":"Wrong order or rows","why":"The AI adds attendees.","fix":"Add: \"Exactly 3 rows in the order given.\"","checks":["r0"]},{"title":"Bold and extras","why":"The AI bolds and adds a strategy.","fix":"Add: \"Nothing outside the table, no bold.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["person","role","one question","listen for"]},{"label":"Sets question openers","patterns":["what or how","start with"]},{"label":"Bans product and yes/no","patterns":["product name","yes/no","pricing"]},{"label":"Ties Listen for to notes","patterns":["from the notes","one thing"]},{"label":"Table only","patterns":["no bold","nothing outside"]}],"hint":"Name the columns, set the question rules and tie Listen for to the notes.","rubricLabels":["Is a table with columns Person, Role, One question and Listen for with exactly 3 rows in the order Elena, Lukas, Omar","Every question starts with What or How, is under 14 words, and does not mention Tallyhouse, pricing or use yes/no phrasing","Listen for names something from the notes (for example spreadsheet cost tracking for Elena, approval of spend over $25K or close time for Lukas, tools and integrations for Omar), with no bold and nothing outside the table"]}