{"id":"sales-pilot-success-criteria-template-agreed-only","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Fill a pilot success-criteria template with only what the buyer agreed","free":false,"task":"Fill in a pilot plan using exactly these 5 labeled lines: Goal:, Metric:, Target:, Owner:, End date:. Plain text, each line under 20 words. For any item the buyer has not agreed to in the notes, write \"To be agreed with Lila\" instead of proposing a number or name. Use the corrected end date.","materialLabel":"Pilot discussion notes (attached to your prompt automatically)","material":"Pilot: Orchard Health Clinics testing appointment-reminder texts with Remindly (our product). Buyer lead: Lila Okafor, practice manager. Rep: Seth.\n\nDiscussed on Nov 2 call:\n- Goal: reduce no-shows at the Maple Street clinic. Lila agreed.\n- Metric: no-show rate (missed appointments divided by booked appointments). Lila agreed that this is the metric.\n- Target: Seth suggested \"cut no-shows by a third\"; Lila said she needs to look at last year's numbers first. Not agreed.\n- Owner: Lila will name a clinic-side lead later. Seth will be the Remindly-side owner. \n- Dates: pilot starts Dec 1. First note said it ends Dec 31; corrected Nov 4 by email to Jan 15 (to cover holiday-season appointments). Lila replied \"Jan 15 works.\"\n\nBaseline: not yet measured.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Proposing a target","why":"The AI writes 'cut no-shows by a third' as agreed.","fix":"Add: \"For anything not agreed, write To be agreed with Lila.\"","checks":["r1"]},{"title":"Using the old end date","why":"The AI writes Dec 31.","fix":"Add: \"Use the corrected end date.\"","checks":["r2"]},{"title":"Inventing an owner","why":"The AI names a clinic lead.","fix":"Add: \"Don't propose names or numbers the buyer hasn't agreed.\"","checks":["r2"]},{"title":"Long plan","why":"The AI writes paragraphs and bold.","fix":"Add: \"Five labeled lines under 20 words, plain text.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the five labels","patterns":["goal:","metric:","target:","owner:","end date"]},{"label":"Handles unagreed items","patterns":["to be agreed","not agreed"]},{"label":"Uses the corrected date","patterns":["corrected","jan(uary)? 15"]},{"label":"Bans invented values","patterns":["don.t (propose|invent)","only what"]},{"label":"Plain text","patterns":["plain text","under 20"]}],"hint":"Give the five labels and the exact phrase for anything the buyer hasn't agreed to.","rubricLabels":["Has exactly five lines starting Goal:, Metric:, Target:, Owner:, End date: in that order","Goal is reducing no-shows at the Maple Street clinic, Metric is missed appointments divided by booked appointments, and Target says To be agreed with Lila (not a third)","Owner shows Seth for Remindly with the clinic lead To be agreed with Lila, and End date is Jan 15 (not Dec 31)"]}