{"id":"sales-procurement-intro-email-documents-list","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"intermediate","title":"Introduce yourself to procurement and list available documents","free":false,"task":"Write a first email to the buyer's procurement manager. Line 1 must be exactly \"Subject: Vendor documents for Brightline Foods\". Start the body with \"Hi Dara,\". Plain text under 90 words. List exactly 4 documents as dash bullets (only ones the notes say we can provide today), ask what else procurement needs, and don't mention price or discounts. Sign off \"Nikhil\".","materialLabel":"Vendor documentation status (attached to your prompt automatically)","material":"Deal: Brightline Foods (food distributor), software for route planning. Procurement manager: Dara Cho. Rep: Nikhil.\n\nDocuments available today: W-9; certificate of insurance; SOC 2 Type I report (under NDA); standard data-processing agreement; master services agreement template.\nNot available yet: SOC 2 Type II report (audit in progress, due Q1 2027); ISO 27001 certificate (we don't have it); references list (needs customer consent per name).\n\nProcess: the sales team sends documents within 1 business day of request; NDA first for the SOC 2 report.\nDo not mention pricing, quotes or discounts. Dara's team asked in the intro call for 'the usual vendor paperwork'.","rules":[{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Listing unavailable documents","why":"The AI lists SOC 2 Type II or ISO 27001.","fix":"Add: \"Only documents available today.\"","checks":["r1"]},{"title":"Mentioning price","why":"The AI adds the quote.","fix":"Add: \"No price or discounts.\"","checks":["r2"]},{"title":"Wrong subject or bullet count","why":"The AI invents a subject and lists six items.","fix":"Add: \"Exact subject; exactly 4 bullets.\"","checks":["r0","r1"]},{"title":"Long email","why":"The AI writes a long email.","fix":"Add: \"Plain text under 90 words.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Sets subject and opener","patterns":["subject: vendor documents","hi dara"]},{"label":"Fixes four bullets","patterns":["4 (dash )?bullets","four","exactly 4"]},{"label":"Restricts to available documents","patterns":["available today","only"]},{"label":"Asks what else","patterns":["what else","procurement needs"]},{"label":"Bans price talk","patterns":["price","discount"]}],"hint":"Give the exact subject and opener, the four-bullet limit and which documents are allowed.","rubricLabels":["Line 1 is exactly \"Subject: Vendor documents for Brightline Foods\" and the body starts with \"Hi Dara,\"","Lists exactly 4 dash bullets chosen only from documents available today (W-9, certificate of insurance, SOC 2 Type I under NDA, data-processing agreement, master services agreement) and not SOC 2 Type II, ISO 27001 or references","Asks what else procurement needs, mentions no price or discount, and signs off Nikhil"]}