{"id":"sales-proposal-summary-three-headings","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Write a one-page proposal summary with the total shown","free":false,"task":"Write the executive summary for a proposal to a clinic owner. Use exactly three plain-text headings on their own lines: Problem, Plan, Investment. Under Investment, show the addition of the three line items you are charging (leave out the optional add-on) like \"A + B + C = total\". Under 160 words, plain text, no bullets.","materialLabel":"Discovery notes and price sheet (attached to your prompt automatically)","material":"Client: Dr. Amara Osei, owner of Lakeview Family Dental (2 locations).\n\nDiscovery:\n- Front desk spends ~12 hrs/week calling patients to confirm appointments.\n- No-show rate about 14% (her number, from her PMS report).\n- She wants texts that work with her existing scheduling system and she does not want to switch systems.\n- She asked for a decision-ready price, \"no surprises.\"\n\nPrice sheet (quote valid 30 days):\n- Setup and integration: $2,400 one time\n- Text reminders, 2 locations: $350/month, billed for 12 months = $4,200\n- Staff training (2 sessions): $600 one time\n- Optional add-on: review-request texts, $90/month (not requested)\n\nTimeline: setup takes 2 weeks after signature.\nDo not promise a specific no-show reduction; we have no verified figure for dental.","rules":[{"type":"maxWords","max":160},{"type":"plainText"}],"mistakes":[{"title":"Adding the optional extra","why":"The AI bundles the add-on into the total.","fix":"Add: \"Leave out the optional add-on from the total.\"","checks":["r1"]},{"title":"Skipping the math","why":"The AI states a total without showing the sum.","fix":"Add: \"Show the addition like A + B + C = total.\"","checks":["r1"]},{"title":"Promising results","why":"The AI says no-shows will drop by a percent.","fix":"Add: \"Do not promise any specific result.\"","checks":["r2"]},{"title":"Markdown and bullets","why":"The AI bolds headings and bullets everything.","fix":"Add: \"Plain text headings on their own lines, no bullets.\"","checks":["r0","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long when you only give a total.","fix":"Cap each part, like \"each line under 15 words,\" so the total lands well under the limit.","checks":["maxWords"]}],"promptHints":[{"label":"Names the three headings","patterns":["problem","plan","investment"]},{"label":"Asks to show the sum","patterns":["show the (math|addition|sum)","a \\+ b","add"]},{"label":"Excludes the add-on","patterns":["optional","leave out","exclude","add.on"]},{"label":"Bans result promises","patterns":["no promise","don.t promise","no result","guarantee"]},{"label":"Plain text","patterns":["plain text","no bold","no bullets"]}],"hint":"Say which items count toward the total and ask to see the sum.","rubricLabels":["Uses exactly the three headings Problem, Plan, Investment, each on its own line, in that order","Investment shows 2,400 + 4,200 + 600 = 7,200 in dollars and does not include the optional review-request add-on in the total","Does not promise a specific no-show reduction or other result"]}