{"id":"sales-proposal-assumptions-checklist","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"intermediate","title":"List the assumptions a proposal's price depends on","free":false,"task":"Write the Assumptions section of a proposal as exactly 5 lines starting with \"- [ ]\", each stating one assumption the price relies on, in the form \"We assume: ...\". Use only facts from the discovery notes (numbers and dates exactly), and put the most price-sensitive assumption first. Each line under 20 words. Plain text, no intro.","materialLabel":"Discovery notes and price basis (attached to your prompt automatically)","material":"Proposal for Redfield Dental Group, 4 offices. Price: $38,400 per year.\n\nWhat the price is built on:\n- 32 users across the 4 offices (price is $100 per user per month; each additional user adds $100 a month).\n- One integration: their practice-management system, Dentrix. Each extra integration costs $3,000 one time.\n- Data migration of up to 2 years of patient records; more than 2 years is quoted separately.\n- Training: 2 live sessions of 90 minutes each; additional sessions are $400 each.\n- Go-live target: Jan 18 2027, which depends on the customer delivering data exports by Dec 11.\n- Term: 12 months, billed annually.\n\nNot assumptions (don't include): the discount range, internal margin, the competitor's name.\nThe buyer (Dr. Amara Singh) said, \"We might add a fifth office next year\" - not part of this price.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Wrong order","why":"The AI starts with training or term.","fix":"Add: \"Put the most price-sensitive assumption first (32 users).\"","checks":["r1"]},{"title":"Including the fifth office or internal info","why":"The AI adds the maybe-fifth office.","fix":"Add: \"Only facts the price is built on; no internal notes.\"","checks":["r2"]},{"title":"Dropping numbers","why":"The AI writes vague assumptions.","fix":"Add: \"Numbers and dates exactly.\"","checks":["r1"]},{"title":"Wrong format","why":"The AI writes paragraphs.","fix":"Add: \"Exactly 5 lines starting - [ ] We assume:.\"","checks":["r0","maxBullets","plainText"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","we assume"]},{"label":"Fixes 5 lines","patterns":["5 lines","five","exactly 5"]},{"label":"Orders by sensitivity","patterns":["first","price.sensitive"]},{"label":"Uses exact numbers","patterns":["numbers","dates"]},{"label":"Excludes internal info","patterns":["internal","discount","competitor"]}],"hint":"Give the line pattern, the order and what to leave out.","rubricLabels":["Has exactly 5 lines, each starting with \"- [ ]\" and \"We assume:\"","The lines cover 32 users at $100 per user per month, the Dentrix integration only, up to 2 years of data migration, 2 training sessions of 90 minutes, and data exports by Dec 11 for the Jan 18 2027 target","The 32-user assumption is listed first, and none mentions the fifth office, discounts, margin or the competitor"]}