{"id":"sales-poc-closeout-measured-results-only","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Summarize a proof-of-concept using only measured results","free":false,"task":"Write the closeout summary of a proof of concept with exactly these 5 plain-text lines: Scope:, Measured:, Not measured:, Customer feedback:, Next step:. Measured lists only numbers recorded during the POC, each with its unit. Not measured names what was planned but not recorded. Customer feedback quotes only words in quotation marks from the notes. Do not extrapolate to annual savings or ROI. Under 120 words.","materialLabel":"POC records (attached to your prompt automatically)","material":"POC: Ledgerline close-automation pilot at Alder Packaging, Oct 12 to Nov 6 2026 (4 weeks). Owner on our side: Gabe. Customer lead: Esme Vaughn, finance manager.\n\nScope: month-end close checklist and reconciliation matching for 2 entities.\nRecorded measurements: close completed on day 6 in October (the prior month close took day 9, per Esme's records); 412 of 460 bank transactions auto-matched (90%); 3 open support tickets, all resolved within 1 day.\nPlanned but not recorded: user time saved (survey not run); accuracy comparison against manual reconciliation (not completed).\nCustomer feedback: Esme wrote, \"Matching was better than I expected.\" Her colleague said the checklist 'felt clunky' in conversation (not in writing; do not quote).\nNext step: Esme to bring the results to her CFO on Nov 19; Gabe to send a pricing proposal after that meeting if asked.\nNot allowed: extrapolating to annual savings; ROI claims.","rules":[{"type":"plainText"},{"type":"maxWords","max":120}],"mistakes":[{"title":"Extrapolating savings","why":"The AI writes 'saves 3 days a month, $X a year'.","fix":"Add: \"No extrapolation to savings or ROI.\"","checks":["r1"]},{"title":"Quoting the verbal remark","why":"The AI includes 'clunky'.","fix":"Add: \"Quote only words in quotation marks from the notes (written).\"","checks":["r2"]},{"title":"Skipping Not measured","why":"The AI omits gaps.","fix":"Add: \"Not measured names what was planned but not recorded.\"","checks":["r2"]},{"title":"Wrong structure","why":"The AI writes a long report.","fix":"Add: \"Five labeled lines, plain text, under 120 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the five labels","patterns":["scope:","measured:","not measured","customer feedback","next step"]},{"label":"Restricts Measured","patterns":["only numbers","recorded"]},{"label":"Names the gaps","patterns":["planned but not recorded","not measured"]},{"label":"Quotes only written words","patterns":["quotation marks","quote only"]},{"label":"Bans extrapolation","patterns":["extrapolat","roi","annual savings"]}],"hint":"Give the five labels and restrict Measured and Customer feedback, with a ban on extrapolation.","rubricLabels":["Has exactly five lines starting Scope:, Measured:, Not measured:, Customer feedback:, Next step: in that order","Measured includes close on day 6 versus day 9 the prior month, 412 of 460 transactions auto-matched (90%) and 3 support tickets resolved within 1 day, with units, and no extrapolated savings or ROI","Not measured names user time saved and the accuracy comparison, Customer feedback quotes \"Matching was better than I expected.\" and not the colleague's remark, and Next step names Esme's Nov 19 CFO meeting"]}