{"id":"sales-proposal-cover-email-attachments-listed","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Send a proposal with a cover email that lists attachments exactly","free":false,"task":"Write the cover email for a proposal. Line 1 must be exactly \"Subject: Proposal for Harwick Dental\". Start with \"Hi Dr. Okafor,\". Plain text under 100 words. List the 3 attached files as dash bullets with the exact file names, state the total price and the quote expiry date, and offer a 20-minute walkthrough on one of the two dates in the notes. Don't summarize or interpret the contract terms. Sign off \"Hamid\".","materialLabel":"Proposal package (attached to your prompt automatically)","material":"Rep: Hamid. Customer: Dr. Imani Okafor, owner of Harwick Dental (3 offices).\n\nAttachments: Harwick_Proposal_2026-11.pdf (proposal, 8 pages); Harwick_Pricing_Summary.pdf (one page); Harwick_Order_Form.pdf (unsigned order form). The Master Services Agreement is NOT attached yet (legal sends it after the customer confirms scope).\n\nTotal price: $39,600 for 12 months (3 offices x $1,100 per month x 12). Quote valid through Fri Dec 4 2026.\nWalkthrough slots (20 minutes): Tue Nov 17 at 10 am CT or Wed Nov 18 at 2 pm CT.\n\nNot to say: explanations of contract clauses, discount possibilities, or that the MSA is 'standard'. Dr. Okafor prefers short emails.","rules":[{"type":"maxWords","max":100},{"type":"plainText"}],"mistakes":[{"title":"Listing the MSA as attached","why":"The AI adds the MSA to the files.","fix":"Add: \"Only the 3 files that are attached.\"","checks":["r0","r2"]},{"title":"Interpreting terms","why":"The AI explains the clauses.","fix":"Add: \"Don't summarize or interpret contract terms.\"","checks":["r2"]},{"title":"Missing price or expiry","why":"The AI omits the validity date.","fix":"Add: \"State the total and the expiry date.\"","checks":["r1"]},{"title":"Long email","why":"The AI writes a long cover note.","fix":"Add: \"Plain text under 100 words.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Sets subject and opener","patterns":["subject: proposal for harwick","hi dr\\. okafor"]},{"label":"Lists exact file names","patterns":["file names","exact","three"]},{"label":"States price and expiry","patterns":["39,600","dec(ember)? 4"]},{"label":"Offers the two slots","patterns":["nov(ember)? 17","nov(ember)? 18","20.minute"]},{"label":"Bans interpretation and discounts","patterns":["interpret","discount"]}],"hint":"Give the exact subject and opener, the three file names and the price, expiry and slots.","rubricLabels":["Line 1 is exactly \"Subject: Proposal for Harwick Dental\" and the body starts with \"Hi Dr. Okafor,\" and lists exactly three dash bullets with the file names Harwick_Proposal_2026-11.pdf, Harwick_Pricing_Summary.pdf and Harwick_Order_Form.pdf","States $39,600 for 12 months, the quote valid through Fri Dec 4 2026, and offers a 20-minute walkthrough on Tue Nov 17 at 10 am CT or Wed Nov 18 at 2 pm CT","Does not mention the MSA as attached, explain contract terms, or hint at discounts, and signs off Hamid"]}